Terms and Conditions

Collaboration Adoption Incentive Program 1.0

Scope

The Collaboration Adoption Incentive Program (“CAI”) is aligned with the customer management of Cisco Unified Communications Manager 9.x or higher or highest JITC-compliant release for US Federal customers, and provides Cisco Authorized Partners (“Partners”) with a rebate for taking their collaboration customers through a formal software adoption process of (a) CUWL and CUWL Pro 9.x or higher, (b) Business Edition 6000/7000 9.x or higher, (c) Enterprise License Agreements, (d) HCS Foundation, and/or (e) company-wide WebEx deployment of Employee Count or

Active User subscription models. Partners are eligible once they have completed the

“Lifecycle Management Adoption” training and have (1) performed a customer case study and adoption methodology, and (2) conducted training at the customer site.

2.0

Term

This program will run, subject to funds availability, until July 30, 2016. Cisco reserves the right to extend the Program, modified as needed.

3.0

Partner Eligibility 3.1

Partners must complete the Lifecycle Management Adoption training including both the business

track and technical track. 3.2

4.0

This program is available worldwide (globally).

Deal Eligibility 4.1

Each Deal must include Cisco Unified Workspace Licensing (CUWL) Standard, Cisco Unified

Workspace Licensing Professional (CUWL Pro), Collaboration Enterprise License Agreements (top level SKUs) excluding customer Collaboration, HCS Foundation or a software version 9.x or higher, or company-wide WebEx deployments at the customer level (Employee Count or Active Users) or for US Department of Defense customers, the highest level of JITC compliant release. 4.2

Partners must guide customers through a Use Case development process to determine the

need for and value of collaboration solutions to the customer. 4.3

Partners must complete the steps outlined in the Collaboration Technical Services checklist.

4.4

Partners must conduct end user enablement as defined in the End User Engagement document.

4.5

Each customer and Deal ID is eligible for only one rebate in this Program unless the customers

were issued vouchers. Multiple claims may be filed for deals that were issued adoption vouchers until all vouchers are redeemed or upon expiration of the vouchers. Vouchers may be combined to be redeemed in a single claim in accordance with the CAI rebate matrix outlined below. 4.6

Adoption Vouchers expire one year from the date they are issued.

  © 2016 Cisco and/or its affiliates. All rights reserved. This document is Cisco Confidential. For Channel Partner use only. Not for public distribution.

Page 1 of 5

4.7

Customers must redeem Adoption Vouchers in the Collaboration Adoption Incentives portal

within 60 days from the date they are issued. 4.8

5.0

GET (Global Enterprise Theater) customers are not eligible for this Program.

Tools and Processes 5.1

Partners may access the CAI Program and the Cisco Collaboration Software Incentives portal

through the CAI site at http://www.cisco.com/go/cai. 5.2

Partners may access the Cisco Collaboration Software Incentives portal directly at

http://f.ciscopartnermarketing.com/clientloginpages/ciscocollaborationsoftwareincentives/login.aspx. 5.3

For all qualified customers, except for new ELA deals, Partner must complete the following 3

steps, which Cisco will review and validate. 5.3.1

Partner must enroll in the CAI Program following the completion of the Lifecycle

Management Adoption training (business track and technical track). 5.3.2

Partner must nominate only customers meeting the requirements set forth above, and

must provide adequate details to establish such requirements. 5.3.3

After submitting each customer, Partner must use the Cisco Collaboration Software

Incentives portal to file a claim and provide proof of performance in order to receive the program rebate. 5.3.4

Partner may only have three (3) customers nominated at any point in time. Additional

nominations will not be accepted until one or more of those three (3) customers have been otherwise closed by expiration of nomination, cancelled by Cisco or partner, or approved for rebate after claim is submitted. 5.4

For all new ELA deals (effective Cisco’s Q4 FY15), Partner and customer must complete the

following 3 steps, which Cisco will review and validate: 5.4.1

Partner must enroll in the CAI Program following the completion of the Lifecycle

Management Adoption training (business track and technical track). 5.4.2

Upon the close of the ELA deal, customers will be awarded 1, 2 or 4 adoption

vouchers, depending on the ELA deal size. Customers will select the Partner with which they wish to redeem the voucher in the Cisco Software Incentives Portal. Only Partners who are enrolled in the CAI program will be eligible for selection by the customer. 5.4.3

Upon completion of the Adoption Services outlined in the Proof of Performance

documentation, Partner must use the Cisco Collaboration Software Incentives portal to file a claim and provide proof of performance in order to receive the program rebate. 5.5

Proof of Performance must be submitted into the Program site for each customer deal

nominated. Proof of Performance for this Program must include the following: •

Proof of Performance 1: Use Case

•

Proof of Performance 2: Technical Services Checklist

  © 2016 Cisco and/or its affiliates. All rights reserved. This document is Cisco Confidential. For Channel Partner use only. Not for public distribution.

Page 2 of 5

Proof of Performance 3: End User Enablement Plan.

•

The End User Enablement Plan,

developed by Partner to drive adoption with the end users, will be signed by the customer to acknowledge feasibility and the general value of the Plan. Cisco reserves the right to contact the customer for their feedback on the Plan’s effectiveness. All Proof of Performance document templates and related Proof of Performance guides are available on the CAI site at http://www.cisco.com/go/cai.

6.0

Rebate 6.1

Partner will qualify to receive a rebate after achieving the requirements set forth in these Terms

and Conditions and after Cisco has validated Partner’s Proof of Performance. This Program launched in Cisco’s Q1 FY15. This Program is considered, subject to modifications, for renewal annually. 6.2

The CAI rebate of range from $15,000 USD and $100,000 USD in accordance with the matrix

outlined below: Tier

Min # of Licensed users

Category A: Adopted Users

10% Category B: Adopted Users

25% Category C: 50% Adopted Users

1

50+

n/a

$15k

$25k

2 3

250+ 1000+

$15k $25k

$25k $50k

$50k $100k

4

5000+

$50k

$100k

$100k

6.2.1

The minimum number of licensed users determines the Tier.

6.2.2

The number of Adopted Users as defined in the Proof of Performance document 1: Use

Case, divided by the number of licensed users determines the category and eligible rebate amount. 6.2.3 The CAI rebate of $25,000 USD is available for each adoption voucher redeemed worldwide. The number of vouchers awarded to customer will be determined by the total contract value (TCV) of the ELA sale. Vouchers can be combined for single engagements in accordance with the table above (6.2):

Tier

ELA TCV (USD)

Number of Vouchers Awarded

1

$500k - $999k

1

2

$1M - $5M

2

3

>$5M

4

  © 2016 Cisco and/or its affiliates. All rights reserved. This document is Cisco Confidential. For Channel Partner use only. Not for public distribution.

Page 3 of 5

7.0

General 7.1

This

document,

as

updated

by

Cisco

from

time

to

time

and

posted

at:

http://www.cisco.com/go/cai (the “Terms and Conditions”), sets forth the terms and conditions for Partner’s participation in the Program. The version of the Terms and Conditions posted at the above referenced site at the time a registration is submitted will govern that registration. Cisco reserves the right to audit, terminate, suspend, amend, modify, revoke or cancel the Program, including (without limitation) the Program rebates, the earning or claiming of the Program rebates or eligibility criteria, in whole or in part, for any reason at any time without prior notice. Cisco will act reasonably in communicating with members through email and the website in the event of any Program changes. Except as otherwise set forth herein, defined terms shall have the meaning afforded Partner’s resale agreement with Cisco (“Resale Agreement”), which remains in full force and effect. 7.2

Cisco reserves the right to terminate any pending registration, revoke any approved registration,

and/or disqualify a Partner from future participation in the Program if the Partner violates any of the provisions of these Terms and Conditions. 7.3

If Cisco Products which are supplied to Partner under the Program are found to have been sold

by Partner to parties and/or for opportunities other than those specifically identified/approved by Cisco, then Cisco may, in addition to all of its other rights and remedies, undertake one or more of the following actions: invoice Partner for the Program rebate; audit Partner’s purchases and invoice Partner for all reasonable costs incurred by Cisco in the performance of the audit; suspend Partner’s access to price deviations and other Cisco sales and marketing programs; suspend shipments to Partner; and terminate Partner’s resale agreement with Cisco. 7.4

Upon submitting a Deal under this Program, Partner certifies that it will comply with all laws,

licenses, permits, and regulations, including, without limitation, any anti-bribery, conflict of interest, or procurement laws or regulations of any government or other competent authority where the Products are to be sold or used (collectively “Applicable Laws”). PARTNER WILL INDEMNIFY AND HOLD CISCO HARMLESS FOR ANY VIOLATION BY PARTNER OF ANY APPLICABLE LAWS. 7.5

Partner agrees to bear responsibility for the payment of any and all taxes (including any

increased individual income or other tax or national insurance liabilities), duty, customs, national insurance and/or licenses and/or other fees or costs that may apply to Partner or the recipient of the Products purchased in connection with the receipt of Products under the Program. Partner acknowledges and agrees that Cisco may be obliged under applicable local laws to report to Partner’s local tax authorities or customs authorities (or analogous authority) information relating to Partner’s participation in the Program. Liability to such taxation or social charges is the sole responsibility of Partner, and Cisco gives no warranty and accepts no responsibility as to the taxation treatment of the Program. 7.6

In addition to any of its other remedies, Cisco reserves the right to terminate a Partner from

participation in this Program for the following reasons: (a) submission of false, misleading, or incomplete information, including claims for sales made under the Program; (b) other fraud or abuse of this or other Cisco marketing or sales promotions; and (c) the distribution of Products purchased from any source other than Cisco or an authorized Cisco distributor.

  © 2016 Cisco and/or its affiliates. All rights reserved. This document is Cisco Confidential. For Channel Partner use only. Not for public distribution.

Page 4 of 5

7.7

Confidentiality. Any information shared between Cisco and its Partner(s) related to the Program

is Confidential Information as defined under the Resale Agreement.

Printed in USA

 

© 2016 Cisco and/or its affiliates. All rights reserved. This document is Cisco Confidential. For Channel Partner use only. Not for public distribution.

C99-731111-00

02/14

Page 5 of 5