T&C

Partner Development Fund Terms and Conditions

Last updated Mar 28, 2023


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Partner Development Fund Agreement

The ForgeRock Partner Development Fund (“ PDF ”) Program offers eligible ForgeRock partner program members (each, a “ Partner ”) the opportunity to access specific benefits (each, a “ Benefit ”). If your company wishes to pursue these Benefits, Partner must agree to and abide by these terms and conditions in full.

  1. Importance of Compliance with This Agreement. By accepting this Partner Development Fund Agreement (the “ Agreement ”) Partner acknowledges that compliance with this Agreement is required to be a Partner and to receive Benefits. Without limiting ForgeRock’s choice of action under the Agreement, Partner acknowledges that ForgeRock may terminate this Agreement and/or suspend, terminate, or cancel Partner Benefit eligibility if Partner is non-compliant with any part of this Agreement or any PDF program documents made known to Partner (the “ Program Documents ”). 
  2. Other Agreements; Order of Precedence. As a condition to participating in the PDF Program, all Partners must have in place an agreement with ForgeRock authorizing either (a) the resale of ForgeRock products or (b) the delivery of services related to the ForgeRock products, which may be a Trust Network Agreement, a Reseller Agreement, or another similar agreement (each a “ Delivery Partner Agreement ”). Partner agrees that all the terms of such Delivery Partner Agreement apply to all of Partner's activities under the PDF Program. In the event of a direct conflict between the terms of a Delivery Partner Agreement and this Partner Development Fund Agreement (“ PDF Agreement ”), the terms of this PDF Agreement will control.
  3. Program Participation and Company Lead Registration. Under this Agreement, Partner may advise potential customers (each a “ Customer” ) of the availability of ForgeRock’s products and services and agrees to notify ForgeRock of any Customer interest therein. Notification will be communicated to ForgeRock by Partner by registering each interested Customer via ForgeRock’s Backstage portal (each a “ Company Lead ”). ForgeRock will be responsible for accepting or rejecting the Company Lead registration via email notification. 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. Company Lead registration via the backstage portal or via entry into ForgeRock’s salesforce CRM by Partner’s ForgeRock partner manager is the sole means to register the Company Lead as a referral from Partner. Company Lead acceptance or rejection is at the sole discretion of ForgeRock.
  4. Credits. For the avoidance of doubt, ForgeRock reserves the right to approve credits or payments related to the PDF Program at its discretion. Credits are not considered earned unless ForgeRock can recognize revenue from the sale attributable to the Company Lead in ForgeRock’s next quarterly financial statement.
  5. Term and Termination. This Agreement becomes effective on the date Partner clicks the “I Agree” button. This Agreement continues until the earlier of (a) termination by either ForgeRock or Partner or (b) the expiration of the PDF Eligibility Term as defined in the relevant Program Documents. If this Agreement terminates for any reason, ForgeRock shall only be liable to pay for those Benefits that accrued before the termination date.
  6. Changes to this Agreement. ForgeRock reserves the right to change the terms of this PDF Agreement effective upon publishing amended Program Documents or notice of the changes. ForgeRock also may modify Benefit terms or cancel Benefits as described in the relevant Program Documents.
  7. Limitation of Liability. EXCEPT FOR EITHER PARTY’S GROSS NEGLIGENCE OR WILLFUL MISCONDUCT, TO THE EXTENT NOT PROHIBITED BY LAW, IN NO EVENT SHALL EITHER PARTY’S LIABILITY ARISING OUT OF OR RELATED TO THIS PDF AGREEMENT WHETHER IN CONTRACT, TORT (INCLUDING NEGLIGENCE AND STRICT LIABILITY) OR UNDER ANY OTHER THEORY OF LIABILITY, EXCEED IN THE AGGREGATE OF $10,000 AND IN NO EVENT SHALL EITHER PARTY BE LIABLE FOR ANY LOST PROFITS, REVENUE, INTERRUPTION OF BUSINESS OR FOR ANY INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR INDIRECT DAMAGES OF ANY KIND, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE OR IF SUCH DAMAGE COULD HAVE BEEN REASONABLY FORESEEN.
  8. Assignment. Neither party may assign any of its rights or obligations under this PDF Agreement without the prior written consent of the other party, which consent shall not be unreasonably withheld. Any assignment not in conformity with this Section shall be null and void.

Partner Development Fund Guidelines

The Partner Development Program is subject to the following criteria:

Eligibility Term Start Date  January 1st, 2023
Eligibility Term End Date December 31, 2023
Offered Benefit  A credit equal to 10% of ARR received from a new logo (the “ Credit ”)
Eligibility Criteria

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 Limit No more than $100,0000 in credits will be issued per registered opportunity 
Credit Application

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.

Credit Expiration  Partner must use any earned credits within 12 months of earning said credit 
Questions Please contact  partner.sucess@forgerock.com with any questions or to exercise the use of earned credits.

Marketing Development Funds

In addition to the Partner Development Funds guidelines presented above, below are the guidelines for Marketing Development Funds:

Terms Guidelines
Eligibility Any active ForgeRock Partner who has executed a valid ForgeRock Partner agreement and has earned Partner Development Funds for use.
Eligibility Term Shall align to the period as defined in the Partner Development Fund Guidelines.
MDF Amounts Partners can elect to apply all or a portion of their earned Partner Development Funds towards marketing development activities.
Co-branding requirements
  • 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.
Funding
  • 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.
Submitting Activity Requests

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

Timing
  • 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.
Submitting Claims

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

Additional Notes Claims/invoices may not be for more than the total MDF amount approved.
Additional Terms

•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.


 


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