Partner Development Fund Terms and Conditions

The opportunity must be with a corporate entity that is not currently using ForgeRock’s software or software-as-a-service. The opportunity must be properly registered and accepted as a Company Lead by ForgeRock before December 31, 2023.

A Company Lead registration will not be accepted if ForgeRock is already actively pursuing a deal with the Company Lead or if the Company Lead has already been referred to ForgeRock by another partner.

Before registering a deal, the Partner must substantiate (to ForgeRock’s reasonable satisfaction) pre-sales efforts related to such deal, such as meeting with the Lead’s decision-makers, qualifying the deal, helping the Lead’s decision-makers to quantify the project budget allocated to ForgeRock products or services, or helping the Lead to define the project which would use ForgeRock products or services.  

ForgeRock will notify the Partner by e-mail that the Company Lead registration is accepted, and lead has been registered (“Opportunity Registration”), or that the Company Lead registration has been rejected. 

Within 90 days of acceptance of Company Lead Registration, Partner shall work with ForgeRock to reasonably progress the deal. Deal progression means, at minimum: 

• working with ForgeRock sales staff to move through the ForgeRock sales process, 
• engaging the potential customer contacts, and 
• advancing the potential customer opportunity through one or more stages of the process

If after 90 days, Partner has not made reasonable progress on the deal, registration shall expire; provided, however, ForgeRock may at its discretion choose to extend the registration for one or more 90-day terms.

Credit can exclusively be used toward one or more of the following: 

• Purchase of ForgeRock Training 
  • All Access Training Subscription 
  • Pro Access Training Subscription
  • Training Credits  
• Purchase of ForgeRock Professional Services
  • Advisory Hours (Cloud or Self- Managed) 
  • Other Professional Services packages (e.g. supportability or architectural review) 
• ForgeRock Sponsorship of Joint Marketing Activities (See Marketing Development Funds guidelines below)

A Credit may not be used to offer discounts on any sale of ForgeRock’s software or software-as-a-service.

• Where the ForgeRock brand is mentioned in the marketing activity, ForgeRock Brand guidelines should always be followed.
• Content must further the marketing and promotion of ForgeRock solutions/offering.
• Any deviations from the co-branding guidelines must be approved by ForgeRock.

• ForgeRock will reimburse partners up to 50% of the approved activity cost amount.
• Exceptions to this allocation will be reviewed on a case-by-case basis and at the discretion of ForgeRock Partner Marketing Manager.

Partners shall complete the below form to submit activity requests for ForgeRock co-funding consideration:

• ForgeRock Marketing Activity Request Form 

• Partners should submit MDF requests for review  at least 15 business days prior to the activity occurring.
• Partners can submit claims to initiate reimbursement as soon as  1 business day following activity completion (activity end date).
• All claim documents must be  submitted within 15 days after quarter end . Reimbursement submissions will not be allowed after that date.
• All MDF approved activities must start within the scheduled ForgeRock fiscal calendar quarters. If an activity does not start within the given timeframe, the approved funds do not roll over to the next fiscal calendar quarter and the Partner is not entitled to a reimbursement of the costs.

Following completion of the proposed marketing activity, Partner shall complete the below form and attach proof of cost incurred and the proof of performance:

• ForgeRock Global MDF Claims Form 

•Partner agrees to adhere to all applicable international, national, regional, corporate, and local guidelines, laws and rules, and privacy policies when performing the marketing activities.  

• Public statements must not imply that Partner is ForgeRock or are acting on behalf of ForgeRock. Marketing activities must be in good taste and reflect favorably on ForgeRock.

• MDF is not to be used for capital expenses or the normal cost of doing business.

• ForgeRock reserves the right to not approve or decide not to reimburse for activities deemed inappropriate. All determinations are made by ForgeRock at its sole discretion and are final. 

• ForgeRock reserves the right to audit and verify all MDF claims and request additional documentation prior to reimbursement of claim. Non-compliance with these guidelines and ForgeRock instructions can result in non-eligibility in the program for a period of time determined by ForgeRock.