Sage Evolution Certified Business Partner Status Levels Terms & Conditions to Remain a Sage Evolution Certified Business Partner (PECBP)...

Transcription

1 Addendum A Overview Sage Evolution Certified Business Partner Status Levels... 2 Terms & Conditions to Remain a Sage Evolution Certified Business Partner (PECBP)... 3 Renewal Fees & Acceptance of Contracts... 4 Company Mergers... 4 Sale of Business... 5 Registrations... 5 Sales Target Per Region... 5 Linkages... 5 New Sale Rebate... 6 Direct Sales... 6 Client De-linkage... 6 Staffing... 6 Road Shows... 6 Workshops... 7 Credit Limits... 7 Addendum A Sage Evolution Business Partner Program Page 1 of 7

2 Sage Evolution Certified Business Partner Status Levels Sign-up Fee ZAR 8,500 (Business Partners sign up on a Silver Status ) STATUS Authorised BP SILVER GOLD PLATINUM SUPER PLATINUM Sales Quota required to retain Business Partner Status per annum (Invoice Value after discount and excluding VAT). Please note that status recognition is based on having to meet the stipulated annual quota as well as criteria as set out in pages 2 8. GAUTENG KZN WESTERN & EASTERN CAPE 31 March 30 September 31 March 30 September 31 March R R R R R R R R R R R R R R R R R R R R R R R R R R R R R R September ANNUAL RENEWAL FEE ZAR 6,650 BENEFITS & ADVANTAGES PER LEVEL OF ACCREDITATION DISCOUNT STRUCTURE - Accounting and standard Add-on Modules 17.5% 32.5% 37% 42.5% 50% Renewal Rebate Percentages 12.5% 25% 32.5% 37.5% 42.5% SDK - (Developer & Connector Editions 0% 0% 0% 0% 0% Microsoft SQL Server 25% 25% 25% 25% 25% Stationery 15% 20% 25% 30% 30% Seminars CERTIFICATION REQUIREMENTS CERTIFICATION OF TECHNICAL STAFF (EPCP) 1 certified EPCP (Product Technician, modules 1-7) 2 certified EPCPs (Product Technician, modules 1-7) 2 certified EPCPs (Product Technician, modules 1-7) 3 certified EPCPs (Product Technician, modules 1-7) 4 certified EPCP (Product Technician, modules 1-7) Sage Evolution Product EPCP (pass rate required) 80% 80% 80% 80% 80% RESOURCES REQUIREMENTS OVER AND ABOVE CERTIFIED CONSULTANTS (* These staff members may be nominated i.e. perform duplicate roles) Sales Representatives *1 * Pre-Sales Representatives *1 *1 *1 *1 *1 Project Manager *1 *1 *1 *1 1 Support Team * *1 1+*1 Marketing SEPCPalists *1 *1 *1 *1 1 Administration *1 *1 *1 1 1 TOTAL MANDATORY STAFF REQUIRED PAYMENT TERMS STOCK ACCOUNT PAYMENT TERMS WELCOME PACK (upon joining Program) SAGE EVOLUTION LEATHER FOLDER WITH NOTEPAD AND PEN 1 SAGE BROCHURES (Sage Evolution) 15 each PRODUCT POSTERS (Sage Evolution) as available 3 each SAGE EVOLUTION GOLF SHIRTS 2 SAGE EVOLUTION PROMOTIONAL PENS 10 IN-HOUSE PACKAGES 5 user, all add-on 5 user, all add-on Sage Evolution In House Package modules excluding modules excluding elective modules elective modules Additional users may be purchased at a discounted rate (Retail POS, Municipal (Retail POS, Billing & Branch Municipal Billing & Accounting) VALUE Branch Accounting ZAR ) VALUE ZAR user, all add-on modules excluding elective modules (Retail POS, Municipal Billing & Branch Accounting 6) VALUE ZAR SAGE PASTEL WEBSITE ADVANTAGES Access to Online Product Knowledge Base Access to dedicated linked client database (updateable contact information) View rebate claims on client Direct link from your company website to Sage Pastel website ADDITIONAL BENEFITS Order processing (Priority = same day, Standard = 24 hours wherever possible) Priority Registrations (Priority = same day, Standard = 24 hours wherever possible) Priority ROADSHOWS AND WORKSHOPS Breakfast Roadshow & Technical Forums Workshops on sepcpfic add-on modules SUPPORT (PECBP will receive free, unlimited support for the duration of the agreement) Support (Priority Telephonic and Support) Priority 10 user, all add-on modules excluding elective modules (Retail POS, Municipal Billing & Branch Accounting 6) VALUE ZAR Prepaid or refer to 10 user, all addon modules excluding elective modules (Retail POS, Municipal Billing & Branch Accounting 6) VALUE ZAR Addendum A Sage Evolution Business Partner Program Page 2 of 7

3 MARKETING (Refer to the Marketing Guidelines for the Terms & Conditions) STATUS SILVER GOLD PLATINUM SUPER PLATINUM AUTHORISED BP (if Silver sales quota is not met) Marketing & Advertising Rebate refer to Marketing Guidelines 50% 50% 50% 50% 50% Marketing Guidelines Dedicated Marketing Logo s (sepcpfic to category) 3 rd party developer (when program is available) END USER EVENTS Host End User Roadshows (new or existing) Feedback must be provided: type of prospect customer invited i.e. new, upgrade, modules. A review of the event must be scheduled after the event to discuss outcome of event. Business Intelligence Centre Bank Manager Fixed Assets Cash Manger Sage Evolution CRM (Standard or Premium) One End User event biannually with 50 prospective customers at each event. One End User event quarterly with 50 prospective customers at each event. One End User event quarterly with 50 prospective customers at each event. One End User event quarterly with 50 prospective customers at each event. One End User event annually with 50 prospective customers at each event. MODULES COVER BASE Year One 10% Cover Base 10% Cover Base 10% Cover Base 10% Cover Base 10% Cover Base Year Two 15% Cover Base 15% Cover Base 15% Cover Base 15% Cover Base 15% Cover Base Year Three 20% Cover Base 20% Cover Base 20% Cover Base 20% Cover Base 20% Cover Base Terms & Conditions to Remain a Sage Evolution Certified Business Partner (PECBP) There are a number of requirements to remain a PECBP and these requirements are detailed in this document and in the above table. Below, we have highlighted the most important requirements. PECBP membership is exclusive to resellers who sell and promote Sage Evolution products. By accepting the terms of this addendum, you will be required to adhere to certain conditions, and should these conditions not be met, Sage Pastel reserves the right to terminate membership without prior notice. Requirement Sales are required to remain a reseller If there has been zero sales activity or activity below R in the assessment period at the end September, your membership may not be renewed. Description This will be assessed twice a year (end March, and end September). You will be notified via , on a monthly basis, of your sales required to maintain your status. EPCP Qualification The minimum certification required is Module 7: Product Technician. Should this certification not remain current, or not be in place, Sage Pastel reserves the right to cancel rebates due until such time as the certification is in place. These rebates will not be back paid. Business Partners will be reviewed every six months. Review dates: 31 March & 30 September annually. Statuses will be amended according to Sales Values as prescribed in the Sales Targets per Region. Sale Targets - net orders quota (in ZAR), after dealer discount and excluding VAT. Addendum A Sage Evolution Business Partner Program Page 3 of 7

4 Elective Modules Branch Accounting, Retail Point of Sale, Municipal modules. Business Partners must be certified in relation to the elective module in question (EPCE Certification). A separate Addendum to be signed for Elective Modules. Criteria as per Annexure B to be met. Application subject to approval. Annual Fees account being current. Account being current. EPCP Certification Requirement being met. PECBP Account within credit limit and terms limit. Business Partners are not permitted to purchase software through another Business Partner s account. If a Business Partner fails to meet the Authorised Business Partner sales quota the will be terminated and the Business Partner has the option to become a Refer and Earn dealer. About Refer and Earn Membership Refer and Earn Membership means that you can still earn rebates for referring sales to us. You will be entitled to receive a 20% rebate on new sales or upgrade sales, capped at R15 000, but not on renewal rebates. To qualify for the Refer and Earn rebate, you will be required to provide us with the customer detail, and we will invoice the customer directly. Once the customer has registered and paid, the rebate will be paid over to you. This membership does not come with any free software, and therefore you will not be able to register the VAR suite of software if your account is on this status. Sage Pastel will negotiate a favourable discount on the initial purchase of the software. The discount does not apply to the ALF. Where discounts are negotiated on behalf of the client by the PECBP and Sage Pastel, this will be invoiced by Sage Pastel. The discounts will be passed on to the end users and will be shared on an equal basis between Sage Pastel and the Business Partner and the rebate will be paid accordingly. Where discounts are negotiated on behalf of the client with the PECBP and Sage Pastel, these invoices will be invoiced by Sage Pastel. Renewal Fees & Acceptance of Contracts Unless we are notified to cancel membership 90 days in advance of renewal, you will automatically be invoiced for your membership for the next year. Payment and online acceptance of the new s will be required within 30 days of the invoice. New serial numbers or registrations for the Channel Partner Software suite will not be issued until payment is received and the new has been accepted. Renewal fees are subject to an annual price increase which will be determined prior to the September renewal. If payment and acceptance of the new is not received within 30 days of the invoice the following will apply: o You will be notified that your account has been closed. o Customers will be delinked. o Rebates not already processed on your account will no longer be paid, regardless of whether the rebate was due prior to your account being closed. o If you wish to re-open the account, a new application will need to be submitted, and will be considered if all the necessary criteria are met. Company Mergers Should two companies wish to merge; the customers will be linked to the new entity after one year of merged trading. Loyalty points will be added together upon receipt of a letter from both parties stating that you wish to merge - this letter must state the new company details, new MD and a proposed business plan. Should two companies wish to merge, we will require the necessary ual proof to provide confirmation that the merger is of a legal nature and not simply a relationship matter. Customers will not be transferred from one entity to another unless proof is provided that the entire company, which includes customers & assets, are legally owned by the new entity. We reserve the right not to transfer any customers until one year of merged trading has transpired and the onus is on the new entity to provide us with instructions to transfer customers after this period has expired. Addendum A Sage Evolution Business Partner Program Page 4 of 7

5 Sale of Business Memberships cannot be sold or transferred. Should you purchase a company who is an existing Channel Partner, a new application for the business you have purchased will need to be completed. Should you sell your business, the new owner of your business will need to apply for membership in his own right and meet the necessary criteria to become a Business Partner. Sage Pastel will not accept instructions to transfer customers from one resellers account to another, unless customers have provided the instruction directly to Sage Pastel, and the conditions of linkages referred to prior in this document have been followed. Registrations As you are expected to be supporting your customers on the software, it is reasonable to expect you to understand how to register your own software through the reseller zone. Therefore, a charge of R150 will be levied per registration if you require us to assist you with your registration. Sales Target Per Region Linkages GAUTENG Super Platinum Mid-Year Target R Full Year Target R Platinum Mid-Year Target R Full Year Target R Gold Mid-Year Target R Full Year Target R Silver Mid-Year Target R Full Year Target R Authorised Business Partner Mid-Year Target R Full Year Target R WESTERN / EASTERN CAPE Super Platinum Mid-Year Target R Full Year Target R Platinum Mid-Year Target R Full Year Target R Gold Mid-Year Target R Full Year Target R Silver Mid-Year Target R Full Year Target R Authorised Business Partner Mid-Year Target R Full Year Target R KWA-ZULU NATAL Super Platinum Mid-Year Target R Full Year Target R Platinum Mid-Year Target R Full Year Target R Gold Mid-Year Target R Full Year Target R Silver Mid-Year Target R Full Year Target R Authorised Business Partner Mid-Year Target R Full Year Target R Business Partners will only be linked to clients under the following circumstances. At the time of an Evolution Sale: If we receive the Software and Service Agreement (SSA) from the client or from the Business Partner and your details are recorded on this document, we will link the client to your account once the client has registered. At the time of a new sale processed on the Business Partner's account: If a new product is purchased on the Business Partner's account, upon registration of the package, the Business Partner will automatically be linked to the client. At the time an instruction to link is received from an existing client: The client and Business Partner are required to sign and complete a Change of Business Partner form. No notifications will be accepted. The form must be signed by a Director, Owner or the relevant person of authority in the business. The full names and title must be clearly indicated on the letter. Addendum A Sage Evolution Business Partner Program Page 5 of 7

6 Instructions must be sent timeously - should the rebate already be paid to the existing linked partner, the new linked partner will not receive the rebate. The renewal rebate to the new linked Business Partner will apply the following year. If the client has already paid their renewal fee and the change of Business Partner request is signed and send after the renewal fee has been paid, the previous business partner will be entitled to the renewal rebate. If the request is sent before the client has paid their renewal fee, the new business partner will be entitled to the renewal rebate. New Sale Rebate Where Sage Pastel closes a deal directly without any involvement of the PECBP, only 50% of the PECBP s discount structure for the relevant status categories will be paid to the Business Partner. Sage Pastel will assign a Certified Business Partner to the client and only once the client has registered will the Business Partner be paid. The rebate for this will only be passed to the Business Partner upon the client s notification of a successful implementation and the client is registered and linked to your account. NB: The SSA is mandatory and must be signed with every sale of Sage Evolution Direct Sales Xxxx to be confirmed Client De-linkage If a Business Partner is de-linked from a client, the de-linked Business Partner will receive notification via . Sage Pastel reserves the right to not disclose the details of the newly linked Business Partner. The Sage Evolution department will liaise via of the client s intention to de-link prior to the actual de-linkage. The current linked Business Partner has seven (7) days to respond to the . Failure to do so will result in the immediate de-linkage of the client from the existing Business Partner and linked to the new Business Partner. Staffing Should any Business Partner employ an existing staff member of Sage Pastel or any ex staff member within 6 months of the ex staff member leaving Sage Pastel, the Business Partner will be subject to a 17% placement fee of the staff/ex staff member s annual package. Kindly note that should a business partner wish to start negotiations with any existing staff member of Sage Pastel, the PECBP must notify Sage Pastel s Management on their intentions before any negotiations take place. Sage Pastel undertake that no staff member previously employed by a Business Partner will be entitled to join as a Sage Evolution Certified Business Partner (PECBP) until six months from the resignation date from the previous employer has passed, or alternatively, consent is granted by the previous employer. It is the responsibility of the previous employer (PECBP) to notify The Sage Evolution Channel Team of the staff member leaving and provide full details in order for Sage Pastel to effectively control this. Road Shows The maximum number of staff members entitled to attend a Roadshow is dependent on the Business Partner's level of accreditation: LEVEL OF ACCREDITATION NUMBER OF DELEGATES Super Platinum Business Partners 5 Addendum A Sage Evolution Business Partner Program Page 6 of 7

7 Platinum Business Partners 4 Gold Business Partners 3 Silver Business Partners 2 Authorised Business Partners 1 Any additional members attending will be charged a minimum fee. Workshops The maximum number of staff members entitled to attend a free workshop is dependent on the Business Partner's level of accreditation: LEVEL OF ACCREDITATION Super Platinum Business Partners 4 Platinum Business Partners 3 Gold Business Partners 2 Silver Business Partners 1 Authorised Business Partners 1 Any additional members attending will be charged a minimum fee. Credit Limits NUMBER OF DELEGATES Credit limits will be assessed as per transaction history with us and according to the Sage Pastel criteria. New Channel Partners are required to build up transaction history before applying. Credit terms will be subject to conditions outlined by Sage Pastel Finance Department. Details will be supplied on application. Addendum A Sage Evolution Business Partner Program Page 7 of 7