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ISTE & FirstClass. 2010 Group Buying Agreement. Past Group Buying Agreements. ACTEM, SERESC, MassCUE (2005-2007) NEISTE Agreement (2008) ISTE Agreement (2009) Goal: Enable smaller schools and districts to access higher volume pricing than they could typically achieve on their own
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ISTE & FirstClass 2010 Group Buying Agreement
Past Group Buying Agreements • ACTEM, SERESC, MassCUE (2005-2007) • NEISTE Agreement (2008) • ISTE Agreement (2009) • Goal: Enable smaller schools and districts to access higher volume pricing than they could typically achieve on their own • Discounts in excess of 50% • Enable access to more products with lower investment
ISTE Affiliate Agreement 2010 • Extension of Nationally negotiated agreement between ISTE and FirstClass • Designed to give all Affiliates the opportunity to bring this pricing to their members
Continued from Past Agreements • Joint marketing efforts to promote FirstClass and agreement • Heavily discounted FirstClass pricing • Fixed ‘purchase window’ timeframe (end date: June 18th, 2010) • Customers receive pricing/quotes from FirstClass or FirstClass Partners
Continued from Past Agreements • Affiliates may choose to process orders • 2% Processing Fee available to Affiliates that purchase on behalf of members • Affiliate receives orders from customers and issues PO to FirstClass; can allow customers early access to next budget year’s funds • Net 45 Day terms allow time to collect
National ISTE Agreement Specifics • Purchase window (NOW OPEN) January 1 - June 18th, 2010 • Highest volume pricing available to all schools & districts • Each affiliate may choose if and how to participate
Order Process (same as 2009) • Customer completes Order Form and creates PO (or PO Requisition) • Customer submit via fax or email to State Affiliate or Channel Partner (Channel Partner submit to Affiliate) to verify membership • Affiliate submit to Open Text • If processing orders, submit with their own PO, less processing fee • Direct pass-thru option for Affiliates not willing/able to process the order
Role of ISTE & Affiliates • Each Affiliate provides a point-person for contact from schools/districts and FirstClass/partners • Point person should be well versed in the agreement and information (w/ support from FC) • Marketing: actively promote the agreement at events, meetings, newsletters, mailings, website, email/listserv, etc.
Role of ISTE & Affiliates • Create opportunities for FirstClass & partners to demonstrate/showcase • Accepts orders from schools/districts, pass through to FirstClass • With or without PO from Affiliate • Taking the PO is the way to receive processing fee • Decide whether to take PO Req or Letter of Intent for next budget year • If accepting PO Req or Letter of Intent, a copy of end customer document will have to be provided to Open Text
Tools provided by FirstClass • ISTE 2010 price calculator • Partners – calculate quotes • Affiliates – confirm pricing before submitting PO/order, calculate processing fee • Not for distribution or end-customer use
Must Use ISTE Order Form Gather necessary information to process orders Especially for existing customers adding licenses Way for customers to indicate which FirstClass Partner they work with Tools provided by FirstClass
Custom ISTE Brochure For Partners and Affiliates Use to promote the agreement to members and customers Mailer, website, in-person meetings & demos Tools provided by FirstClass
Website content to post on affiliates & ISTE affiliate website Actual pricing must not be posted Tools provided by FirstClass
FAQs • Are all FirstClass products included? • Yes. All FirstClass product lines are included. Some additional license types (eg. Voice Services server licenses) are specific to each installation and are not included.
FAQs • Can the Affiliates provide quotes to end customers? • No. Customers should receive quotes from FirstClass or authorized Channel Partners. A FirstClass representative will be assigned to provide pricing to customers requesting info directly from affiliates.
FAQs • Can the Affiliate issue a PO even if the customer can’t provide a PO until next FY (eg. July 1)? • Yes. Each Affiliate may decide to purchase on behalf of their members. • Net 60 Day terms are available. • Appropriate documentation should be requested from the school or district. End customer documentation should be provided along with customer order to Open Text. • Can only be offered if Affiliate issues PO on behalf of customer.
FAQs • Can the Affiliate mark up prices? • No. The pricing from FirstClass (Price Calculator) must be the quoted price to end users across all 50 states. A processing fee is available to Affiliates to help offset costs. Active promotion will increase volume.
FAQs • Can FirstClass or FirstClass Partners provide more information for interested schools/districts? • Yes. FirstClass and our partners are available for demonstrations and questions both in person and online as needed.
FAQs • Is FirstClass Maintenance & Support included? • FirstClass Maintenance & Support cost is a percentage of the license purchase price. Licenses purchased under this agreement will renew for significantly less than licenses purchased outside of this agreement. • Ongoing M&S on licenses purchased prior to this agreement is not affected and must be renewed separately according to the renewal schedule.
FAQs • Are Professional Services from Open Text included? • Yes. Professional Services from Open Text must be quoted by a FirstClass representative and are available at discounted daily rates. Services provided by FirstClass partners should be arranged separately. Payment for services provided by Partners must be on a separate PO.
FAQs • Can multiple customers schedule group training or services? • Yes. Custom group training programs delivered by Open Text Professional Services may be arranged for multiple customers in the same area purchasing the same product lines (eg. ED, RWD)
Questions? Comments • Questions or comments • Suggestions • Other help or tools that FirstClass could provide • Sales@firstclass.com • 1-888-808-0388