HP Software Partner Program Guide
Transcription
HP Software Partner Program Guide
Partner Program Guide Get started HP Software Partner Program Guide HP restricted. For HP and channel partner internal use only. Confidentiality This Partner Program Guide is proprietary to HP and intended for use by the management, employees and advisors (legal and financial) of each partner applicant, solely in connection with the consideration of the subject matter of this Partner Program Guide and may not be reused by the partner applicant, in whole or in part for any other purpose. Any dissemination or distribution of this Partner Program Guide or copies thereof to any third party without HP’s prior written consent is strictly prohibited. HP shall not be liable for any technical or editorial errors and omissions contained herein, nor any damages directly or indirectly arising from the furnishing of this Partner Program Guide. Disclaimer This HP Inc. Software (“HPSW”) Partner Program Guide does not purport to contain all the information each partner applicant may require. The information in this guide is legally binding. The HPSW Partner Program (“Partner Program”) may not be appropriate for all partners, and it is not possible for HP, its employees or advisors to consider the investment objectives, financial situation and particular needs of each partner applicant that reads or uses this Partner Program Guide. Certain partner applicants may have a better knowledge of the proposed market than others. Each partner applicant should conduct its own investigations and analysis and should check the accuracy, reliability and completeness of the information in this Partner Program Guide and obtain independent advice from appropriate sources. HP, its employees and advisors make no representation or warranty and shall incur no liability under any law, statute, rules or regulations as to the accuracy; reliability or completeness of this Partner Program Guide and any information provided hereunder is only presented to the best of HP, its employee and advisors’ knowledge. HP reserves the right to accept or reject any or all partner applications without giving any reasons therefore. HP will not entertain any claim for expenses in relation to the preparation of HPSW Partner applications. Program offers are void where prohibited or restricted by law. HPSW’s decisions are final. Partner Program Guide | HP Software Table of Contents Introduction A Message from Andrew Joiner, Worldwide Head, HP Software Compensation Reseller Discounts Agent/Referral Compensation How to Use the Guide Requirements Partner Membership Benefits Product Authorization Requirements General Requirements Resale Consulting Services Resale Support Services Assistance Annual Revenue Requirements Sales Opportunity Assistance Competency Requirements Technical Assistance Forecasting, Reporting, and Business Planning Implementation Assistance Program Benefits Location ID Competency training Certification HP Partner First Portal Glossary Welcome Kit and Branding Regional Country Designations Demonstration Software Partner Software Demonstration License Agreement Benefits by Membership Segment Alliance Manager Partner Program Guide | HP Software Introduction Welcome to the FY 2016 first edition of the HP Inc. Software (“HPSW”) Partner Program Guide (“Guide”). The Guide is your primary resource for information about the HPSW Partner Program (“Partner Program”). The Partner Program has four main components: Membership, Competency, Demand Generation, and Compensation. Your participation in this Partner Program will begin on the effective date indicated within the program approval notification. Upon termination or expiration of the HP Partner Agreement or your participation in this Partner Program for any reason, you will immediately cease any activity permitted under this Partner Program. Partner Program Guide | HP Software A Message from Andrew Joiner, Worldwide Head, HP Software It’s official—the new HP is here. With the creation of this new company, we have an incredible opportunity to build on our momentum together—moving forward with the heart of a startup, the brain and muscle of a Fortune 100 corporation and the unique legacy Bill and Dave created more than 75 years ago. Separation provides us the focus, financial resources and flexibility needed to quickly adapt to the market as well as our partners’ and customers’ changing dynamics. It’s both an exciting and historical time to be a part of HP and I could not be more grateful to have you—a partner who is connected to our past and invested in our future—continue on this journey with us. Thank you. HP operates to a very simple formula—the strength of the channel equals the health of HP. We are excited about the new business opportunities ahead and are committed to our mutually prosperous partnership. Your success is vital to the success of the new HP. As we enter this year as a new company, we’re focused on providing you with innovative products and solutions, a simple and clear partner program, and demonstrating operational excellence. We want to accelerate your growth and ensure that we build a great, long lasting relationship. Together, we’ll enable success, amaze our joint customers with innovative experiences, and set the stage for a profitable future. Thank you for your role in HP’s success and for your commitment to winning together. Andrew Joiner Worldwide Head, HP Software Partner Program Guide | HP Software How to Use the Guide Whether you are already a current HP Partner or a prospective partner, this Guide is a reference to help you to understand this Partner Program. If you have questions that are not answered in this Guide, you should contact your Alliance Manager or send an email to: [email protected]. Reference links help you dive deeper for information with just one click. •Links that look like this, HP Partner First Portal (PFP), take you to information on a website outside of this Guide. •Links that look like this, Demand and Compensation Matrix, take you to information located in another section of this Guide. •To return to your original location inside this Guide, hold down the “Alt” and “left arrow” ( ) keys simultaneously. •Updates to this Guide are noted by icon. Partner Program Guide | HP Software Partner Membership This Partner Program has four membership segment levels, which are structured to reward Partners based on their relationship investment with HPSW. Once you are approved by HPSW, you will be assigned membership segment level, as appropriate. Partners interested in applying for HPSW should send an email to: [email protected]. Participation at the higher membership segment levels requires an active HP Partner Agreement for the Territory in which the partner has a local legal entity and will be conducting business on behalf of HPSW. Membership is one of the main components of this Partner Program and defines HPSW’s relationship with Authorized Partners. Partners in default under the HP Partner Agreement (or any related addenda or program documents) forfeit their right to receive HPSW Partner Program benefits until the default is cured. Partners move across membership segment levels as their investment changes as evidenced during a partner business review based on the previous HP Fiscal Year, which starts on November 1. HP notifies Partners annually regarding their membership segment level. Partners have 30 days from the partner business review to dispute their membership segment level. These levels are measured separately from the HP PartnerFirst membership segment level. Figure 1: HPSW Partner Membership Segment Levels Software Platinum The Software Platinum Level is the pinnacle of this Partner Program Membership structure. Software Platinum Partners must achieve this Partner Program’s most demanding financial and competency goals so that they can deliver the expertise and customer value required by HPSW’s current market strategies. Attaining Software Platinum status not only allows Partners to promote their special relationship with HPSW, it also rewards their achievements with this Partner Program’s most generous level of incentives and benefit payouts. Customers view Software Platinum-level partners as trusted advisors, as they help their customers with strategic business initiatives. Software Gold The Software Gold level is awarded to partners who have demonstrated commitment to HPSW by achieving higher revenue and certification requirements, and they are rewarded with benefits, such as discounted training and mentoring services. Software Silver This Software Silver level is for new partners or partners with smaller practices. Partners at the Software Silver level are typically referral partners and offer their complementary solutions and services to a specific geographic area. The types of Silver-level partners are service implementers, boutique Software Integrator s (SIs), and Value Added Resellers. Software Silver Partners establish a relationship around a specific product within one of the HPSW product families. After signing the HP Partner Agreement, Software Silver Partners are required to provide important profiling data semi-annually. Software Silver Partners gain access to a wide variety of this Partner Program’s demand generation and sales support tools. Software Silver Partners that request a demo license must be accredited or have a training plan in place to obtain accreditation. Failure to meet accreditation standards might result in demo licenses being revoked. Software Business The Software Business level is the entry into this Partner Program, which means that a minimum set of requirements are met. Software Business Partners should explore all the opportunities in order to find the best way to move up to the next membership level. At each step, Software Businesslevel partners are required to learn more about HPSW products and services, so they can sell more and earn more. Partner Program Guide | HP Software Product Authorization To resell most HPSW products, solutions, and services, partners must obtain Product Authorization from HPSW. This authorization is achieved by executing the HP Partner Agreement and completing all product training and/or certification requirements and revenue minimums. Product Authorizations for HPSW are available as follows: SW Platinum HP Exstream SW Gold HP Exstream SW Silver HP Exstream SW Platinum HP TeamSite SW Gold HP TeamSite SW Silver HP TeamSite SW Platinum HP Qfiniti SW Gold HP Qfiniti SW Silver HP Qfiniti SW Platinum HP Aurasma SW Gold HP Aurasma SW Silver HP Aurasma SW Platinum HP TeleForm & HP LiquidOffice SW Gold HP TeleForm & HP LiquidOffice SW Silver HP TeleForm & HP LiquidOffice HPSW may request information regarding program-specific qualification criteria from any participant. All documents submitted as part of any program enrollment shall become the property of HPSW and will not be returned. Partner Program Guide | HP Software Requirements This Partner Program is based on product families and all requirements are aligned to these product families. A partner may qualify for multiple partner types and multiple authorizations. Partner types include: •Agent •Distributor •Software Integrator (SI) •Reseller Partner Business Review Agreements Contract & Program Requirements Software Integrator (SI) Agent Distributor and Reseller Partner Application Yes Yes Yes Financial/Reference Check No No Yes Partner Business Plan No Yes Yes Training Competency Project Plan Yes No Yes HP Inc. Partner Agreement Yes Yes Yes There are two paths that partners can take to advance from SW Business to SW Platinum level: the Revenue path and the Specialist path. Whether you take the Revenue or the Specialist path, you will be asked to comply with additional requirements, such as growing your HPSW sales revenue, acquiring new certifications, fielding more sales resources, and becoming authorized to resell specific products. In return, HPSW will reward you with more substantial benefits, increased sales opportunities, and improved market visibility. All requirements to achieve a new membership status must be met prior to receiving increased benefits. Partners may inquire about their membership status by sending an email to [email protected]. HPSW reviews each Partner’s participation every year. Status is updated annually at the start of the HP Fiscal Year (November 1), unless otherwise stated. HP’s annual auditing period extends from August 1 through July 31 of the previous year. Software Platinum Partners must achieve all revenue, competency, and Product Authorization requirements by September 30, unless otherwise specified. Partners that are not compliant by the deadline will not be approved for any applicable Software Platinum designations for the following HP Fiscal Year, which starts on November 1. For questions or issues related to the application process or Software Platinum status, contact [email protected]. Partner Program Guide | HP Software General Requirements All partners must execute all of the following general requirements to be eligible for any designation. •Partners must obtain Product Authorization required to sell applicable products. They must also meet all authorization training, certification, and exam requirements, and maintain accounts in good standing with HPSW. •Partners must successfully complete all additional sales and technical training, certifications, and exams, as required by the Partner designation (SW Silver, SW Gold, and SW Platinum). •Partners must meet the specific product or group sales coverage requirements, as outlined in the requirements sections for each designation. •Certified partner employees must reside in the region that they serve (Americas, EMEA or APJ) if their credentials are used to qualify for any designation requirement. •Partners must sell primarily using a face-to-face sales model, which the Partner Program defines as 75% or more of the Partner’s sales force being engaged in face-to-face sales. •Partners must complete a joint Business Plan that outlines their market development strategy and sales outlook for participation in each area of expertise. HPSW encourages SW Platinum Partners to apply their available SW Market Development Funds toward demand generation activities that drive growth and expand market reach. •Partners must conduct at least one demand generation activity per HP Fiscal Year, such as a Partner-sponsored customer event or conference promoting HPSW products. The activity must be designed specifically to drive the sale of HPSW solutions. •When evaluating the eligibility of new applicants, HPSW reserves the right to review the applicant’s sales coverage, type of operating system, and target market alignment with HPSW’s current go-tomarket strategy. •As technology grows and expands in the marketplace, participating Partners are expected to increase levels of competency to support customer needs and ensure the highest level of customer satisfaction. When HPSW occasionally requires increased competency levels, Partners will be given ample time to complete new requirements in order to maintain Specialist status. •OEM Partners do not qualify for this Partner Program benefits, unless otherwise specified in the Ts and Cs of individual Partner Program offers described in this Guide. •Partners are required to certify that each product and service purchased for resale is sold in accordance with the Ts and Cs. To comply with the Ts and Cs, partners must: –– Sell only to customers located in the partner’s approved geographic selling areas. –– Sell only in the partner’s approved vertical markets. –– Sell on a face-to-face basis only. Catalogs and telemarketing sales techniques may be used only as a complement to the face-to-face sales motion. –– Obtain prior written approval from HPSW before reselling products under any conditions that are different from the designated vertical markets, reselling geography, added value, or other business plans. •Partners that have more than one Product Authorization are required to meet the revenue obligation for each product authorization, and in an instance where a partner is able to over achieve in one Product Authorization and not meet the revenue requirements of the other Product Authorization(s), it will be up to the discretion of the Channel Manager to provide the program operations team with an approval to allow the partner to maintain their product authorization. If a Partner (i) does not meet their Product Authorization in two consecutive program review cycles, then they will no longer be authorized to resell those products; or (ii) in the reasonable opinion of the Channel Manager, the Partner is unlikely to meet the required revenue obligation. Partner Program Guide | HP Software Annual Revenue Requirements Partners must maintain a minimum annual revenue requirement in HPSW sales, generated from either resale revenue or Referral/Influencer revenue of products and services. New partners with an approved Business Plan that reflects a sales plan goal are placed in the appropriate segment. Only revenue tied to HPSW Solutions contracts is included in this Partner Program’s sales revenue computations. This includes products and services from all the HPSW product portfolios that are available for purchase. Only revenue associated with sales to end-user customers (not sales to other HP Authorized Partners) qualifies for this Partner Program membership and/or benefits eligibility and compensation computations. Silver Annual Revenue Requirements (USD) HP Exstream Pillar HP TeamSite Pillar HP Qfiniti Pillar HP TeleForm & HP LiquidOffice Pillar Americas $250,000 $250,000 North America (NA) $50,000 Latin America (LAR) $250,000 North America (NA) $50,000 Latin America (LAR) $50,000 EMEA $100,000 $100,000 Large countries $50,000 Small countries $100,000 Large countries $50,000 Small countries $50,000 APJ $100,000 $100,000 Large markets $50,000 Emerging markets $100,000 Large markets $50,000 Emerging markets $50,000 Gold Annual Revenue Requirements (USD) HP Exstream Pillar HP TeamSite Pillar HP Qfiniti Pillar HP TeleForm & HP LiquidOffice Pillar Americas $500,000 $500,000 NA $125,000 LAR $500,000 NA $125,000 LAR $100,000 EMEA $250,000 $250,000 Large countries $125,000 Small countries $250,000 Large countries $125,000 Small countries $100,000 APJ $250,000 $500,000 Large markets $350,000 Emerging markets $500,000 Large markets $350,000 Emerging markets $100,000 Platinum Annual Revenue Requirements (USD) HP Exstream Pillar HP TeamSite Pillar HP Qfiniti Pillar HP TeleForm & HP LiquidOffice Pillar Americas $1,000,000 $1,000,000 NA $250,000 LAR $1,000,000 NA $250,000 LAR $150,000 EMEA $500,000 $500,000 Large countries $250,000 Small countries $500,000 Large countries $250,000 Small countries $150,000 APJ $500,000 $1,000,000 Large markets $500,000 Emerging markets $1,000,000 Large markets $500,000 Emerging markets $150,000 Partner Program Guide | HP Software Competency Requirements This Partner Program is based on product families and competency is aligned to these product families. Partners must maintain a minimum number of trained and certified personnel in HPSW solutions. New partners must achieve certification within six months of onboarding or six months after certifications are available. The training requirements at each segment represent the partner’s commitment to their relationship with HPSW and their product expertise. Competency has three sub-components: Partners that are based in multiple countries must maintain the minimum number of certified individuals in each country where they plan to sell or deliver. Individuals should be certified within nine months of their signed HP partner agreement. •SW Silver Partners are trained on a single product family. •SW Gold Partners are trained on two or three product families. •SW Platinum Partners are trained across all HPSW product families. 1. Training, 2. Certification, and 3. Product Authorizations. Training and Certification are required eligibility criteria for earning benefits. Product Authorizations are designated as follows: Trained and Certified* HP Exstream HP TeamSite HP Qfiniti HP TeleForm & HP LiquidOffice Silver Worldwide 1 Sales 1 Sales Engineer 1 Technical Consultant 1 Solution Architect 1 Sales 1 Sales Engineer 1 Technical Consultant 1 Solution Architect 1 Sales 1 Sales Engineers 1 Technical Consultant 1 Solution Architect 1 Sales 1 Technical Consultant 1 Solution Architects Gold Worldwide 2 Sales 2 Sales Engineers 2 Technical Consultant 2 Solution Architect 2 Sales 2 Sales Engineers 4 Technical Consultants 4 Solution Architects 2 Sales 2 Sales Engineers 4 Technical Consultants 4 Solution Architects 2 Sales 2 Technical Consultant 2 Solution Architects Platinum Worldwide 4 Sales 4 Sales Engineers 4 Technical Consultants 4 Solution Architects 4 Sales 4 Sales Engineers 4 Technical Consultants 4 Solution Architects 4 Sales 4 Sales Engineers 4 Technical Consultants 4 Solution Architects 3 Sales 4 Technical Consultant 4 Solution Architects *In those cases where certification is not available, partner may submit completion certificates of training courses. Partner Program Guide | HP Software Forecasting, Reporting, and Business Planning For SW Gold and SW Platinum segments, your HPSW alliance manager will conduct periodic business plan reviews. You are responsible for regularly assessing and updating your business plan and for communicating any significant deviation to your alliance manager. Partners who provide more detailed forecasting (sales pipeline) and reporting data on a regular basis, also provide a Joint Business Plan with their assigned alliance manager. Partners have a 30-day period from the date of payment to request any sales-out data or payment adjustments. After the 30-day period, HPSW will not accept requests for sales-out data or payment adjustments to any previous fiscal payment periods. HPSW reserves the right, at its discretion, to modify the time period allowed for requesting salesout data or payment adjustments as HPSW continues to streamline reporting requirements and processes. Accurate reporting of sales data plays an important role in our ability to distribute this Partner Program’s benefits. Partners that participate in the SW Gold or SW Platinum levels are asked to submit quarterly sales reports and follow the Sales Reporting Guidelines. A sales reporting template can be found on the HP Partner First Portal (PFP) in this Partner Program’s area of the site. The template includes instructions on the naming convention that should be followed for proper and accurate reporting. These completed reports must be sent to [email protected] with a copy to your Partner Business Manager (PBM), if one is assigned. It is the responsibility of the partner to make sure that their reports have been accurately received by HPSW. Sales-out data reporting issues are to be managed by the partner and resolved with distributors (if a distributor is involved) prior to engaging HPSW. Questions regarding resubmission of sales-out data should be directed to [email protected]. It is the sole responsibility of the partner to ensure that its sales-out data are reported accurately, and this Partner Program’s benefits are calculated correctly. HPSW will not be held responsible for errors or delays that result in incomplete or inaccurate benefit payments. It is the partner’s responsibility to work with HPSW to correct any inaccurate sales data reported to HPSW. HPSW reserves the right to adjust this Partner Program’s benefits, based on the modification of sales data by HPSW, the partner, or distributor. Final payment adjustments are at the sole discretion of HPSW. If there are questions regarding the Sales Reporting Guidelines, Partners may contact their HPSW Partner Business Manager or send an email to [email protected]. Accurate reporting of sales data plays an important role in our ability to distribute this Partner Program’s benefits. Partner Program Guide | HP Software Program Benefits This Partner Program is based on product families, and all benefits, compensation, competency, and requirements will be aligned to these product families. To be eligible for program benefits, products must be purchased from HPSW and must be in good standing (no defaults) under the HP Partner Agreement. The Program Ts and Cs and/or the terms set forth in the Partner Program Guide should be understood as the requirements for continued participation in the HP Software Partner Program. If HP Software determines that a violation has occurred, the partner will be asked for an explanation and the partner’s participation in HP Software Partner Program may be altered. HPSW reserves the right to alter or withdraw any demand generation tool or compensation benefit at any time. If HPSW does alter or withdraw any offer, HPSW will provide written notice 30 calendar days before the change goes into effect. Changes will be posted on the HP Partner First Portal (PFP) (https://partner.hp.com/) All partner segment levels (SW Business, SW Silver, SW Gold, and SW Platinum) receive the following benefits which are explained in detail on the next two pages. Partner program guide | HP Software Location ID HP Partner First Portal Welcome Kit and Branding The Location ID is a unique, numeric identifier, which HP assigns to each new authorized partner location upon approval of the HP Partner Agreement. In some cases, partners may be asked to provide their Location ID to access tools and resources. To find your Location ID, go to the HP partner portal and click on the down arrow next to your name at the top right of any page. The HP Partner First Portal (PFP) is a dynamic and secure resource that provides information about HPSW solutions, programs, marketing opportunities, initiatives, strategies, training, software, and more. New partners will receive a Welcome Kit to help acquaint you with this Partner Program. Partner branding is a powerful benefit for Partners and we are committed to marketing the value of specializations to end-user customers. Additionally, Partners may display their company logos with the HPSW Partner logo. Partner Program Guide | HP Software Demonstration Software HPSW grants a royalty-free demonstration license to use HPSW products for internal evaluation, testing, demonstration, marketing, and internal training purposes. The software and demonstration license key may not be used by any contractor who is not directly working for the partner. The software may not be used for production processing, customer engagements, customer training, or any revenue generating activities. The demonstration agreement in this partner guide must be signed, which allows access to software for demonstration and internal training purposes for one year and can cover multiple countries. If these Partner Program requirements are met, the demonstration agreement is automatically renewed, and updated demonstration license keys are sent to the partner. You can request a demonstration software agreement by sending an email to: [email protected]. Partner Program Guide | HP Software Benefits by Membership Segment When Partners move up a membership segment, their investment (certifications, resources, and sales revenue growth) in their relationship with HPSW increases, as do their benefits. Qualified Partners may apply for entry into the next SW segment level at any time during the year. To qualify for benefits in a given month, Partners must have an application processed and approved within that month. Some Partners may be eligible for SW Platinum status on a monthly basis and receive rebates accordingly. However, newly approved SW Platinum Partners do not qualify for HPSW Partner Program MDF benefits until the beginning of the HP Fiscal Half (May 1 or November 1, whichever comes first). SW Platinum Partners must be approved by HPSW at least 30 days prior to the beginning of the HP Fiscal Half in order to be enrolled in HPSW Partner Program MDF. HPSW reserves the right to make all decisions regarding benefit eligibility, and HPSW’s decisions shall be final. Benefits Silver Gold Platinum Reseller discount Yes Yes Yes Alliance Manager Yes Yes Yes Referral commission fees Yes Yes Yes Consulting services discount (20% off HP’s list price) Yes Yes Yes Design Review N/A N/A Yes • HP Exstream 15% 20% 25% • HP TeleForm & HP LiquidOffice 15% 20% 25% • HP TeamSite 20% 25% 30% Joint business planning N/A Yes Yes Technical Assistance Limited Yes Yes Additional discounts on authorized product lines N/A N/A Yes Prioritized and branded listing accessed by customers Standard Yes Yes Preferred sponsorship and special pass discounts at HP Engage User Conference Yes Yes Yes Instructor-led training discount HPSW partner enablement offers training across a range of topics that are product-specific: •Product basics and demo best practices •Positioning - How to find, identify, and qualify sales opportunities •Presenting to C-level executives •Business planning basics Partner Program Guide | HP Software Alliance Manager Successful alliances require an ongoing investment of time and energy—and they must be managed and cultivated on a regular basis. The alliance manager is an advocate for you within HPSW and functions as your point of contact. The alliance manager is committed to working with you to maximize the mutual value of the partnership. The following activities and resources are available through the alliance manager: •Joint Business Planning – Annual business planning is an important component in a successful partnership. Your alliance manager will work with you on your business plan each year to help you focus your investments, thus maximizing your revenue potential. Planning for the upcoming fiscal year typically takes place during HPSW’s Fiscal Year Fourth Quarter (August through October). •Business Reviews – Measuring your success is key to ensuring that you meet your annual business objectives. In addition to working closely with you throughout year, your alliance manager will hold periodic business reviews. The reviews will help you assess progress against the business plan. This assessment will allow for adjustments, if necessary, to keep the partnership on track. •Sales and Marketing Kits – Partner sales kits contain the following tools that you need for a specific product initiative in one place: howto information, customer presentations, collateral, white papers, webcast kits, and more. The kits are available on the HP Partner First Portal (PFP). •Documentation – As a partner, you have access to the full product documentation set, as well as case studies, best practices, and white papers, through the HP Partner First Portal (PFP). Partner Program Guide | HP Software Compensation Compensation is one of the four key components (Membership, Competency, Demand Generation, and Compensation) that provides the structure for the HPSW Partner Program and define HPSW’s relationship with Authorized Partners. Partner sales (resale or Agent) to HP Inc. or any HP Inc.-owned entity do not qualify for this Partner Program benefits. This Partner Program compensation and demand generation benefits are calculated using sales information provided by partners. Submission of false or fraudulent sales information shall result in immediate termination of program participation and may affect a partner’s status under the HP Partner Agreement. HPSW reserves the right to recover payments based on false or fraudulent information provided by a partner. This Partner Program rewards HPSW Partners for reselling HPSW products according to the terms of the Specialist and Target Compensation offers, and for referring business to HPSW in compliance with Agent Compensation requirements. Financial compensation is paid when Partners achieve predetermined sales results, meet specific goals, or deliver services on behalf of HPSW. Partners are compensated in the form of backend benefits or rebates, commissions, and upfront benefits. Each compensation type is defined in the following sections. Demand generation activities or compensation benefits will not be paid to partners that are in default under their HP Partner Agreement or any related documents. This Partner Program’s demand generation tools and resale compensation benefits are calculated based on net resale revenue on List Price. Agent Commissions calculations are based on net Agent revenue (Net End-User Customer Purchase Price). Partner Program Guide | HP Software Revenue derived from second-sourced products purchased from other partners is ineligible. Such purchases count as sell-through revenue for the partner that originally purchased the products from HPSW only. Reseller Discounts This Partner Program uses an up-front discount structure to simplify the reselling process. The end-customer support and maintenance included with every software sale is calculated as a standard percentage against the net license fee (after discount) paid by the partner to HPSW. Partners must work with their HPSW account managers to obtain pricing and a formal approved quote that can be presented to end customers. If an opportunity requires a discount above the standard discount, partners must submit a pricing exception request to their HPSW account manager that contains the following information: list price, requested price, and reason for discount. HPSW will respond with an approval or rejection of the pricing discount exception request within three to five business days. Authorized partners are eligible to purchase HPSW Products directly from HPSW for resale to Customers as defined below. If a partner returns products to HPSW, we reserve the right to adjust the amount of the current or future compensation payment by the amount of the return. NOTE: When buying from a distributor, partners will work directly with distributors on price. Partners must work with their HPSW account managers to obtain pricing and a formal approved quote that can be presented to end customers. Tier 1 Reseller Discount HP Exstream Pillar HP Qfiniti Pillar HP TeamSite Pillar HP TeleForm & HP LiquidOffice Pillar Platinum APJ 50% AMS 30% EMEA 30% WW 45% WW 30% WW 40% Gold APJ 50% AMS 30% EMEA 30% WW 40% WW 30% WW 35% Silver APJ 50% AMS 30% EMEA 30% WW 35% WW 30% WW 30% Partner Program Guide | HP Software Agent/Referral Compensation This Partner Program’s Agent/Referral Partner Compensation compensates value-adding HP Authorized Partners that recommend HPSW products and solutions to their customers. Customers purchase directly from HPSW. Agent/Referral Partners earn “referral fee” which is simply compensation associated with this type of sales motion. Agent/Referral Partner commissions are calculated as a percentage of the Net End-User Customer Purchase Price for each product category and excludes hosted service fees. Agent/Referral Partner Partners are not compensated on invoiced orders prior to meeting the enrollment requirements. The resubmission request must be made, whether or not a partner has received a benefits payment. Agreement to review a resubmittal request does not automatically imply that HPSW will make an adjustment to a partner’s benefits. Requirements If a partner submits a deal registration in order to qualify for this Partner Program’s benefit, but quotes and/or sells a competitor’s products in the same opportunity, HPSW may revoke the deal registration and/or pricing request. •An approved and current HP Inc. Partner Agreement •In the United States, a scanned copy of the Internal Revenue Service (IRS) W-9 form must be sent to [email protected]. •Referral partners qualify for commissions if the opportunity registration is completed at least 30 days before the deal closes. •Referral partners cannot be the reseller for the same opportunity. Partner Program Guide | HP Software Benefits This Partner Program pays a commission depending upon the level of support provided by the partner. HPSW’s decisions regarding payment discrepancies are final. Commissions are payable to the referral partner only after HPSW has received full payment from the customer. If a customer returns products that were qualified for Agent/ Referral Partner commission, HPSW will decrease the partner’s commission accordingly. Good faith commission payments made by HPSW, but later found to be unqualified, must be reimbursed to HPSW upon demand. The HPSW Partner Business Manager provides information about Agent/Referral Partner Compensation and Agent/Referral Partner deal registration, and ensures that partners receive accurate commissions. Partners can review their Agent/Referral Partner commission payments by sending a request to their HP Partner Business Manager or [email protected]. The submission of a rebate claim, an upfront benefit deal registration, or request for promotional funds pursuant to a Partner Program offer indicates agreement to and acceptance of the Partner Program Ts and Cs. 5% commission is subject to mutually agreed upon activities: •Recommending HPSW products or services to customers •Identifying and qualifying opportunities •Engaging HPSW field representatives and participating in the sales cycle and execution 10% commission is subject to mutually agreed upon proof of performance, including but not limited to the following: •Participating in joint selling efforts •Recommending or specifying HPSW as a preferred solution to the Registered Opportunity •Arranging meetings with the Registered Opportunity and actively working with key decision makers •Advising on the Registered Opportunity’s purchasing and contract processes •Providing feedback and coaching on the Registered Opportunity’s reactions to HPSW and sales presentations •Assisting with a company or joint RFP/RFI submission •Providing solution architecture •Conducting proof-of-concept, demonstrations, and/or detailed Return-on-Investment configurations Partner Program Guide | HP Software Resale Consulting Services HPSW partners can resell or subcontract all HPSW consulting services, subject to a master services agreement or the execution of a Statement of Work (SOW) for those services. Additionally, partners can sell custom HPSW consulting services at a discount for use in projects on behalf of customers, and subject to a mutually agreed-upon Statement of Work. Partners are eligible to uplift HPSW “Net Bids” for custom consulting and implementation projects to support multivendor environments. In such cases, the partner assumes primary legal and financial responsibility for the completion of the project, and HPSW acts as a subcontractor to the partner. If your customer requests that the services project be written “on HP paper,” then you can act as a referral partner rather than as a reseller. In such cases, HPSW provides a direct quote and completes the sales cycle with your customer. The intention of the services program is to compensate partners who bring new business to HPSW. Your alliance manager will help you create custom SOW “Net Bids” to close your services business. HPSW will do the following: •Communicate current services portfolio information, updates, and changes to the services quoting and ordering process. •Provide you with HPSW service capability descriptions and HP services terms. •Work with you to ensure the delivery of services to your customers. •Respond in a timely manner to custom SOW project requests. •Notify you of customer acceptance of project deliverables for all engagements that were ordered. Partner Program Guide | HP Software As a partner, you are expected to do the following: •Review HPSW service capabilities to determine alignment with customer need. •Engage with the HPSW account management team to provide all of the information necessary to enable HPSW to issue a “Net Bid.” •Present your appropriately uplifted “Bid” to the customer, based on the custom SOW and the “Net Bid” you receive from HPSW. •Carry out the ordering process with HPSW. •Invoice your customer based on the payment terms detailed in the HPSW custom SOW. Partners will establish and administer their own agreements with customers to cover the services that HPSW delivers. All services delivered by HPSW will be in accordance with the terms and conditions of each SOW. Partners are responsible for all commitments, collections, promotions, sales, and services made to customers. Partners can execute a Master Services Agreement for consulting services to provide a legal framework for multiple custom SOW projects. Any additional terms in each SOW will supersede the terms in the Master Agreement. Resale Support Services HPSW resellers are authorized to resell only the first year of support and maintenance to end-user customers in conjunction with the license sale, unless otherwise specified. Upon the annual renewal, the support contract with the end-user customer reverts to HPSW. If authorized by the end user, the reseller can contact HPSW Support on behalf of the end user. In certain situations, HPSW may allow a partner to resell subsequent years of support services. In such cases, HPSW works with the partner to reach a mutually acceptable definition of the support obligations. Partners can only resell standard HPSW support and must make sure that the customer understands the HPSW Support Guide. A partner can offer value-added support services for the value-add solution that the partner provides to the end user. All obligations are between the partner and the end user. HPSW is not responsible for the solution delivered by the partner, nor does HPSW provide any warranty for reseller involvement or reseller commitment in providing support services. Partners will be solely responsible at their own cost for any and all warranties, representations, and commitments made in respect to the value-add solution or services offered by the partner beyond those expressly stated in the terms and conditions of HPSW’s standard support services offerings. Partner Program Guide | HP Software Assistance This Partner Program offers various assistance to help our partners reach their full potential. All assistance is based on membership level. Sales Opportunity Assistance HPSW sales specialists are available during the sales cycle to assist with the following: •RFx assistance provides accurate and timely response to product feature inquiries. •Demonstration assistance makes the industry demonstrations impactful. •Proof-of-Concept review ensures that the demonstration event is designed well to meet requirements and answer “how-to” questions. •Product Support Escalation provides timely exploration and resolution during a sales opportunity. •Product Enhancement requests ensure that enhancement requests are evaluated and prioritized. Technical Assistance Technical assistance is offered to qualified technical personnel for technical questions for internal and client-related issues. The HP Partner First Portal (PFP) is the primary source for information. Partner Program Guide | HP Software Implementation Assistance HPSW is dedicated to the success of our partners, and we realize that their success depends on the ability to deliver successful implementations. One of the most effective ways to become proficient with HPSW solutions is to work with one of our Technical Consultants from the HPSW Professional Services team. Please contact your partner alliance manager to review your services proposal to: •Learn how to leverage the full set of HPSW capabilities to produce high-quality projects that meet requirements. •Avoid potential design and development challenges by leveraging proven best practices. •Reduce project risk. •Identify innovative solutions for your design challenges. A design review ensures that the overall project approach is sustainable and applicable to a new project or a current solution that needs quality or performance improvements. A design review leverages the expertise of HPSW in order to provide best practices and recommendations to achieve your target results based on your requirements. Mentoring allows you to leverage the expertise and experience of our HPSW Technical Consultants on your implementation projects. In some situations, you can leverage HPSW’s expertise by integrating us as part of your project team for longer-term engagements. During a mentoring engagement, various HPSW resources become part of your project team and provide mentoring to your resources, as well as provide best practice recommendations for the design and development of your solution. Mentoring engagements can vary in duration, depending on the partner’s specific needs. Before mentoring services are scheduled, an opportunity must be defined or a deal must be registered. Any onsite hours and travel expenses are charged to the partner. Mentoring events are tracked and annually reviewed by the partner. Partner Program Guide | HP Software Competency Training Training content is provided to Partners through a variety of methods. Some training is offered at HP Training facilities and/or offices as instructor-led training. Other courses are available as either in instructorled online sessions or as self-paced learning, including recorded sessions. We also provide reference resources including reference manuals, training material, whitepapers, quick reference cards, recordings, and more. All resources, including curriculum, course and registration information, are posted on the HP Partner First Portal (PFP). Partners must participate in and successfully pass sales courses that align with the products that they will be authorized to sell. This will differ for each Partner. Additional courses will be required for new product authorizations. Course material are for people in Sales, Presales Engineers, Professional Services, and Account Management roles. HPSW works with each partner to create a custom enablement plan based on the partner’s business plan, solution, industry focus, or specific engagements. For more information, contact your local Partner Business Manager or send an email to [email protected]. HPSW Education Services is our training organization committed to delivering the best possible learning experience. A global team of experienced trainers and subject matter experts offers you welldesigned training courses. For more details on training, go to the HP Partner First Portal (PFP). Partner Program Guide | HP Software Certification Certification is achieved on an individual basis by product and is based on a specific product version. Accreditation is designated to a partner organization when a minimum number of certified individuals work for the partner organization. A minimum number of certified individuals must be assigned to work on each HPSW project. The minimums are defined as segment level competency requirements. For any questions regarding training, certification, or accreditation, contact your HPSW alliance manager or send your questions in an email to [email protected]. If an HPSW Partner employs an HPSW certified professional who had previously worked for another Partner and whose certifications had been counted toward the previous employer’s current competency requirements, then that certified professional may not be counted toward the hiring Partner’s competency requirements for one year after the hire date. Partner Program Guide | HP Software Glossary This appendix defines terms that are frequently used by the Partner Program. Agent Partner is a HP Software Partner Program member that has signed the HP Partner Agreement, and receives commissions for referring business to HP Software while providing extended value-added activities to end-user customers that purchase directly from HPSW. benefits by closing new opportunities, acting as an Agent for HP, meeting predefined sales goals, and increasing demand for the HP portfolio of products. Because PartnerFirst is a performance-based program, partners that deliver the greatest value to HP reap the greatest rewards. Authorized Products is a category of HPSW products that are developed and sold by HPSW to end-user customers and partners. The list of products includes but is not limited to the following; Exstream, TeamSite, Qfiniti, Aurasma, TeleForm, and LiquidOffice. PBM (Partner Business Manager) is the single point of contact for Gold and Platinum Partners. The PBM focuses on leading sales of HPSW products and services and helping partners grow their HP-related business. The PBM is also known as the HP Channel Sales Manager (CSM). Branding Insignias are provided allowing partners to publicize their special relationship with HPSW on their websites and in sales literature, advertising, and signage. PL (Product Line) for HPSW includes Exstream License PL BEX and Digital Marketing PL BAE. All software products and modules fall into one of these PLs. Distributor is a business entity to purchase HP Software products and services directly from HP Software and to distribute to HP Software authorized resellers. Distributors are not authorized to distribute HP products directly to end-user customers. POC (Proof of Cost) is documentation required by HP to verify that a partner has spent its Marketing Development Funds in accordance with marketing planning and MDF guidelines. HP Exstream includes the products: Design and Production, Command Center, Delivery Manager, Empower PartnerFirst is HP Inc’s partner sales program. The HP Inc. PartnerFirst Program represents HP’s commitment to its partners and investment in the channel. PartnerFirst compensates partners for expertise and initiative. Eligible partners earn rebates, commissions, and upfront PPO (Partner Profile Owner) is a partner employee who manages and updates the company profile and other partner information on the HP Partner First Portal (PFP). Each partner will have its own employee, nominated as a “partner profile owner” and responsible for creating/ editing the company’s respective Partner Directory page. Updates will be reviewed and approved by the partner’s PBM before the proposed company profile appears on the Partner Directory page. Partner Program Guide | HP Software Priority listing includes your company name and Web page hyperlink on the following: hpengage.com, HP collateral, and HP email signatures. Product Authorization allows a partner to sell certain HPSW products. To become authorized for specified product types, partners must complete the required certifications and have an active HP Partner Agreement in place. Requirements for authorization may include revenue, regional coverage, and certification. Public Sector is HP terminology for a vertical market that includes U.S. Federal, State, or Local Government agencies, and public or private K–12 and higher education institutions. Referral is for partners who want to receive a commission (referral fee) for referring sales of HPSW to a customer that purchases and completes a license transaction directly from HP. Commissions are calculated as a percentage of the net software license sale made by HP. Partners must register their opportunities. Partners located in the U.S. must complete an Internal Revenue Service (IRS) W-9 form. Total annual sales revenue is calculated at each partner’s corporate headquarters (HQ) level and includes qualifying resale and Agent revenue. Regions are defined in the HPSW Program as Americas, EMEA (Europe, Middle East and Africa) and Asia Pacific Japan (APJ). See the Regional Country Designations section for the designations of which countries make up these regions for HPSW. Resale revenue refers to revenue derived from an end-user customer’s purchase of HPSW products and services from a partner. Resale revenue may be reported to HPSW by various methods, depending on the specific products and method of acquisition. This includes revenue reported by the partner or reported by HPSW for sales made to the partner. Reseller (or resale) is for partners who want to sell HPSW to end customers by purchasing licenses and support from HPSW and selling them to the customer. Resale revenue refers to revenue associated with an end user’s purchase of HPSW from a partner. HPSW resale revenue is measured as reported by HPSW for sales that are made to the partner, and verified by documentation that confirms the delivery of the software to the end customer. This is also referred to as “back-to-back” documentation. Resellers need a detailed business plan. Resellers must commit to training and provide regular forecasts. Solution Architect is a senior technical resource who is responsible for the oversight and application of best practices, technical quality assurance/in flight reviews and establishment of platform architecture design. Also often serves as a technical liaison between IT and the business. Software Integrator (SI) is a partner that has the ability to integrate multi-vendor software and project management services into a solution, which is delivered to the customer for a fee. Technical Consultant is a consulting resource responsible for the day to day implementation, configuration and testing of the solution platform. Also responsible for customer technical mentoring and maintaining peerto-peer customer relationships. HP Qfiniti includes the products: Qfiniti, Explore HP TeamSite includes the products: TeamSite, MediaBin, Optimost, LiveSite, SiteSearch, OpenDeploy Partner Program Guide | HP Software Regional Country Designations This Partner Program benefits and requirements are based on sales locations. Partners must be located in and sell to end-user customers in the region and country specified in their HP Partner Agreement. Americas (AMS) Countries within the Americas region. Europe, Middle East and Africa (EMEA) Groupings of countries within the EMEA region. Nonlisted countries are considered “micro-market” or developing. Sales thresholds may be agreed upon locally. Asia Pacific Japan (APJ) Groupings of countries within the APJ region. Non-listed countries are considered “micro-market” or developing. Sales thresholds may be agreed upon locally. North America Large Countries Germany, France, UK Large Markets Small Countries Italy, Ireland United States, 50 states and the District of Columbia. Does not include Puerto Rico, Guam, the Philippines, and other U.S. territories. Canada Central America Mexico, Costa Rica, El Salvador, Guatemala, Honduras, Nicaragua, Panama South America Brazil, Colombia, Argentina, Peru, Venezuela, Chile, Ecuador, Bolivia, Paraguay, Uruguay, Guyana GWE Baltics, Switzerland, Sweden, Norway, Netherland and Luxemburg, Finland, Denmark, Belgium, Austria MEMA Israel, Iberia, Egypt, Greece, Iraq, Jordan, Kuwait, Lebanon, Mauritius Island, Morocco, Nigeria, Oman, Qatar, African Eastern, Saudi, African Southern, South Africa, African Western, Tunisia Algeria, Turkey, Angola, West Central Africa, Arab-Emirates, Yemen, Bahrain, DomCom Share with colleagues © Copyright 2016 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice. The only warranties for HP products and services are set forth in the express warranty statements accompanying such products and services. Nothing herein should be construed as constituting an additional warranty. HP shall not be liable for technical or editorial errors or omissions contained herein. February 2016 Australia, Japan, China, India, South Korea, Singapore Emerging Markets Indonesia, Malaysia, New Zealand, Philippines, Taiwan, Thailand, Vietnam, Bangladesh, Pakistan, Sri Lanka, Cambodia, Hong Kong Partner Software Demonstration License Agreement | HP Software Partner Software Demonstration License Agreement 1. Products. The enclosed software and related documentation of the HP Software product(s) listed below, (collectively the “HP Software”), are provided for the sole purpose of internally training, testing and demonstrating the HP Software by the Partner (“Partner”) named . HP Software: (TeamSite, Qfiniti, TeleForm, LiquidOffice, Exstream, Aurasma) 2. License. HP hereby grants to Partner a non-transferable, royaltyfree license to use the HP Software for the purposes of internal training, development, testing or demonstration of the integration or interoperability between the HP Software and Partner or end-user customer systems. Partner may make one backup or archival copy of the object code of the HP Software. No license is granted herein to the Partner to resell the HP Software or any HP products or Services to any third parties. 3. Restrictions on Use. No intellectual property license, and no other license of any kind is granted to Partner except for the limited right to use the HP Software as provided above. Partner shall not reverse engineer, disassemble, or decompile the HP Software or any portion thereof. Except for the internal training, development, testing and demonstration, Partner shall not use the HP Software in any other manner, including, without limitation, to produce, market, or support its own products or those of any third party or any end-user customer, or use the HP Software in any manner in a production environment. 4. Term. The term of this Agreement (“Term”) is the greater of (90) days or (365) days from the date the Agreement is executed, provided, however, that in no instance shall the term of the License Agreement period be greater than twelve months (12) months from the date this Agreement is signed. Upon mutual written agreement, subsequent terms may be granted. If no subsequent Term is granted, upon the expiration of the Term or any earlier termination of this Agreement, Partner shall promptly remove all copies of the HP Software from its machines and return all tangible materials to HP. 5. Precedence. This Agreement govern the use of HP Software for demonstration purposes only and, for that purpose only, takes precedence over any license terms that may be included with the HP Software or other agreements. 6. Support. HP WILL NOT PROVIDE ANY SUPPORT, ASSISTANCE, INSTALLATION, TRAINING OR OTHER SERVICES AND HP WILL NOT PROVIDE ANY UPDATES, ENHANCEMENTS OR EXTENSIONS TO THE HP Software OR HP PRODUCTS UNLESS SUCH UPDATES, ENHANCEMENTS OR EXTENSIONS ARE NECESSARY OR REQUIRED UNDER THE PARTNER AGREEMENT OR MUTUALLY AGREED TO BUSINESS PLAN. 7. Disclaimer of Warranties. Partner accepts the HP Software “AS IS”, with all errors or defects. HP MAKES NO WARRANTY OF ANY KIND EITHER EXPRESS OR IMPLIED WITH RESPECT TO THE HP Software OR OTHER HP PRODUCTS, AND SPECIFICALLY DISCLAIMS ANY WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NONINFRINGEMENT. 8. Limitation of Liability. HP shall not be responsible for any loss or damage to Partner, its end-user customers or prospects,or any third parties caused by the HP Software, HP Products or by HP’s performance of the Agreement. HP SHALL NOT BE LIABLE FOR ANY DAMAGES OF ANY KIND RELATING TO THIS AGREEMENT INCLUDING, BUT NOT LIMITED TO, DIRECT, INDIRECT, SPECIAL, INCIDENTAL, PUNITIVE OR CONSEQUENTIAL DAMAGES, WHETHER BASED ON CONTRACT, TORT, OR ANY OTHER LEGAL THEORY, AND IRRESPECTIVE OF WHETHER HP HAS ADVANCE NOTICE OF THE POSSIBILITY OF SUCH DAMAGES. THESE LIMITATIONS SHALL APPLY NOTWITHSTANDING THE FAILURE OF THE ESSENTIAL PURPOSE OF ANY LIMITED REMEDY. HP restricted. For HP and channel partner internal use only. Partner Software Demonstration License Agreement | HP Software 9. Alterations by Partner. Partner shall not alter the HP Software except with the prior written consent of HP. Any alterations made or suggested for the HP Software by Partner shall be the exclusive property of HP, together with all intellectual property and other rights therein; Customer shall execute any documents, and otherwise cooperate with HP at HP’s expense, as necessary to enable HP to protect such rights. 10. Assignment. Partner shall not assign or otherwise transfer any rights or obligations under this Agreement. Any attempted assignment or transfer shall be voidable at HP’s option. 14. Captions. All titles and captions in this Agreement are for convenience only and shall not be interpreted as having any substantive meaning. 15. Severability. If any provision of this Agreement is found by a proper authority to be unenforceable or invalid such unenforceability or invalidity shall not render this Agreement unenforceable or invalid as a whole, or in part, and in such event, such provision shall be changed and interpreted so as to best accomplish the objectives of such unenforceable or invalid provision within the limits of applicable law or applicable court decisions. 11. Termination. In the event that Partner breaches this Agreement, HP may terminate this Agreement immediately upon written notice to Partner. Further, either party may terminate this Agreement without cause on five days prior written notice. The rights and responsibilities of the parties pursuant to Sections 3, 7, 8, 9, 10, 11, 12, 13, 14, and 15 herein shall survive the expiration of the Term or earlier termination of this Agreement. 12. Entire Agreement. This Agreement contains the entire agreement of the parties relating to the subject matter hereof. Any representation, promise, or condition not explicitly set forth in this Agreement shall not be binding on either party. Any amendments to this Agreement shall be in writing and signed by the authorized representatives of each party. 13. Governing Law. Disputes arising from this Agreement will be governed by the law of the jurisdiction of the principal place of business of the HP Affiliate accepting the order to which the dispute relates and the courts of that locale will have jurisdiction, Partner and HP agree that the United Nations Convention on Contracts for the International Sale of Goods will not apply to this Agreement. Claims arising or raised in the United States will be governed by the laws of the State of California, excluding rules as to choice and conflict of law. HP restricted. For HP and channel partner internal use only.