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Agreement for Services Acquired from an
IBM Business Partner
(.doc)
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Agreement
(156KB)
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The attached file contains the Agreement for
Services Acquired from an IBM Business
Partner (Z125-5774).
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Contracts Online Quick Reference Guide
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 Guide
(1725KB)
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| Overview of intial steps to complete a Contracts OnLine transaction. Detailed transaction
document requirements are also included.
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| New
IBM Internet Security Services (ISS) Contracts OnLine (COL) Guide - Solution Provider
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Guide
(306KB)
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| Solution Provider - Specific guidelines for IBM Internet Security Services (ISS) quotes and order processing using Contracts
OnLine (COL).
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IBM Customer Agreement (ICA)
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Agreement
(200KB)
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IBM Customer Agreement is required for all
new customers.
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InfoPrint Solutions Company Customer Agreement |
Agreement
(134KB)
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Lead Pass Program Guidelines for IGS
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Guidelines
(150KB)
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IBM Global Services Lead Pass program guidelines.
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Schedule of Services for Remarketers
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Form |
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Indicates the IBM list price, remarketer discount and price, less applicable taxes, specifies the SOW for the service
to be performed, identifies the end-user information and contract start and stop dates. This document will be generated by
Channel Services Marketing for Business Partner and must be signed by Business Partners or a purchase order must be provided
and returned to IBM.
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2008 Business Partner Sales Operations Support Conference Call Schedule
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Schedule (50KB)
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Monthly conference call to review sales operations/process changes and updates.
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Business Partner Sales Operations Support Conference Call Presentation
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Slides (554KB)
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Presentation for the monthly Business Partner Sales Operations
Support Update Teleconference. This file is updated prior to each month's teleconference.
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| Audio Replay File for the most recent teleconference. Replay File is
also updated following the most recent teleconference.
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 Replay (7858KB)
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Business Partner Sales Support Matrix
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Matrix (21KB)
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Listing of which resource and how to engage for specific questions on services contracting.
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| New
Contracts OnLine Release 3 November 2008 Education Presentation.
(.doc)
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Slides (665KB)
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Contracts OnLine Release 3 November 2008 Education Presentation.
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IBM Internet Security Systems Sales Operations Support Teleconference Schedule
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Schedule (KB)
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Sales Operations Support monthly teleconference for IBM Internet Security Systems (ISS) Support Update Teleconference.
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IBM Internet Security Systems Sales Operations Support Presentation
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Slides (KB)
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Sales Operations Support monthly teleconference presentation for IBM Internet Security Systems (ISS).
This presentation is replaced for each monthly call.
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| Audio Replay File for the most recent teleconference. Replay File is
also updated following the most recent teleconference.
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Replay (KB)
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| IBM ISS Sales Support Matrix |
Matrix (72KB)
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| IBM ISS presales and transaction support matrix to assist in contacting the appropriate resource for questions on IBM ISS
sales, quote requests, order placement and fulfillment, delivery and billing disputes.
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| Maintenance Contract Lifecycle Management Overiew/Tutorial (.ppt)
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Slides (1483KB)
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| Presentation designed to help you gain understanding of the purpose and potential use of this tool,
understand the underlying business issues it will address, and learn how to quickly access and use it.
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IBM Client Support and Administrative e-tools |
Brochure (1585KB)
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Brochure describes available e-tools to assist Business Partners with where to go for more information. It includes
information on Invoices On-Line, Software Support Websites and Electronic Service Call Plus.
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IGS Communications Summary
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Listing (91KB)
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This listing represents IGS Business Partner communications from January through the current month. This list is not
intended to represent all communications from IBM Global Services during this period. This list will be updated periodically.
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IBM Electronic Collections Policy
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Policy (65KB)
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The attached one-page reference contains highlights of electronic payment options with IBM.
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IBM Global Services Introductory Teaming Guide
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Guide (974KB)
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Learn how to engage with IBM Global Service including an overview of engagement models and the benefits of teaming.
Presents information on where to find various partner resources, such as services offering portfolio details, sample contracts,
marketing materials and other web-based information.
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Services Contracting Guide
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Guide (515KB)
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| This guide replaces the 2006 Services Operations Guide for Systems Business Partners. The Services Contracting Guide provides
a high-level overview of Services Product Lines contracting and support information. Directions to the appropriate web page
on PartnerWorld are included for more detailed information.
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IGS Services Operations Guide for
Systems Business Partners
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Guide (906KB)
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The Operations Guide is a single reference
source for reselling IBM maintenance and
services by focusing on the processes to
facilitate the sale. This guide is not
intended to be a sales reference guide;
however, will include a summary of focus
services and a list of supporting sales
guides for additional reference.
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Pilot - Advanced ISAT Class Followup
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Web page (100KB)
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Compilation of questions/concerns that have been addressed and/or resolved with actions taken as a result of the
Pilot of the Advanced ISAT Class. This file will be updated or removed as appropriate with finalization of the 2006
Advanced ISAT Training Class.
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Principles of Engagement
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Web page |
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All the Principles of Engagement tools and materials are located here.
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BPCSO Discontinuance and Status Change Checklist
(.doc)
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Checklist (50KB)
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This form is required to change the status of machine maintenance inlcuding a machine from a Status 33 (installed not
on maintenance) to a Statis 4X (out of productive use).
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Cancellation Checklist
(.doc)
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Checklist (49KB)
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Form provides Information required to effectively process maintenance and services cancellations. Business Partners
must specify reason for discontinuance and all cancellation details.
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Complimentary Marketing Terms Attachment for State Contracts (CMTASC)
(.doc)
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Form (26KB)
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| Used to request an IBM Services proposal under the Complimentary Marketing Terms Attachment for State Contracts (CMTASC). |
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Contract Change Request Form
(.doc)
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Form |
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The IGS Contract Change Request Form, found on this page, is used to obtain approvals to modify terms on a standard agreement.
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Equipment Modification Form
(.xls)
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Form (127KB)
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Use this form for equipment modifications. Must have Excel 2002 or later installed on your computer to complete this form.
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Equipment Relocation Request Form
(.xls)
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Form (304KB)
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Equipment Relocation Request Form Instructions
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Document (20KB)
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The Equipment Relocation Request form must be sent to CHANNELS@US.IBM.COM when requesting a relocation with or without a
mover.
The form allows input of information required for a quote for relocation. We've also included instructions to assist with
completing the Equipment Relocation Request Form.
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IBM Internet Security Systems (ISS) Managed Security Services (MSS) Work Order Form
(.doc)
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Form (437KB)
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| The information submitted in this form will be used by MSS Deployment Team to initiate newly ordered Managed Security Services.
Submit the completed form as part of the order package.
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IBM ISS Reseller Service Contract Quote Request Form
(.doc)
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Form (111KB)
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| This form is used to request a renewal contract quote for IBM ISS Services. Form must be completed and sent to issrenew@us.ibm
and the Service Contract Sales Representative.
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| InfoPrint Solutions Contract Change Request Form
(.doc)
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Form (89KB)
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| This form is required for Contract Change Requests for InfoPrint Solutions Company (IPS) agreement clarification.
Contract Change Request have to be approved prior to submission for contract entitlement. All appprovals should be submitted
with contract packages to IBM Business Customer Support Operations (BPCSO).
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| Initial Entitlement Request Form
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Form |
| This form is only to be used for signed contracts which have not yet been entitled by Business Partner Customer Service Organization.
Early entitlement is valid for 30 days.
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IBM Installation and De-installation Form (.xls)
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Form (139KB>
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Use this form for equipment installation and de-installation.
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Inventory Product Listing for High-end and Low-end Machine Types
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List (.123) (67KB)
List (.xls) (99KB)
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Inventory listing of high-end and low-end products.
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ISAT Inventory Form |
Web page |
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This link takes you to right to the form required to update end-user customer inventory associated with a maintenance
contract not yet accepted by IBM (RFA'd).
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Maintenance Contract Status Request Form (xls)
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Form (33KB)
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Used to request Maintenance and Remote Technical Support Service status of installed equipment outside of a Business Partner
enterprise with end-user authorization. Also used for CHIS/INV Pull requests.
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Maintenance Quote Request Form (.doc)
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Form (57KB)
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Used to request a maintenance quote for IBM hardware maintenance that is not configurable on the IBM Services Assistant
Tool.
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Non-IBM Product Support Qualification Forms
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These forms are used to qualify the non-IBM inventory for each of the respective vendors. This inventory qualification
must be completed before proposing or contracting for support from IBM.
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Remote Technical Services (RTS) Special Request Form
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Form (105KB)
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Form is used to request special pricing consideration for proposals that include Remote Technical Support Service offerings
that are not available in IBM proposal/ordering tools. This may include competitive opportunities that are above the 2500
machine count limit for Support Line - OS, MSApps and Vmware, Operating System Extension Support, After License Fees, Premium
Support Services - Account Advocate and Enhanced Technical Support opportunities. This form should also be used for SWMA renewal
pricing when the quantity of machines exceeds a minium number and the required Total Contract Value (TCV) threshold has been
met.
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Retro Request Approval Form
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Form (36KB)
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Use this form to get approval from IBM Global Services when contracts are sent to Business Partner Support Operations
(BPSO) for processing after the contract start date.
The contract start date is the date indicated on the Statement of Work (SOW) or the customer signature date, whichever
is later. Send request to BPASSIST with the following information: Retro Request Form (fully completed), all supporting documentation,
signed SOW, and ISAT solution summary.
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| Retro Cancellation Request Form (.doc)
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Form (37KB)
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| A one page form you can use when requesting retroactive cancellation. |
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Retro Request Extension Approval Form
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Form (36KB)
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Use this form to get approval from IBM Global Services when contracts are sent to Business Partner Support Operations
(BPSO) for processing after the contract start date.
The contract start date is the date indicated on the Statement of Work (SOW) or the customer signature date, whichever
is later. Send request to BPASSIST with the following information: Retro Request Form (fully completed), all supporting documentation,
signed SOW, and ISAT solution summary.
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Request to Transfer Services Contract Form
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Form (6KB)
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This form must be submitted to Business Partner Support Organization (BPSO) when maintenance or Support Line service
is transferred (removed) from an IBM contract to a remarketed Business Partner Contract or from one Business Partner contract
to another. End user signature is required. Termination penalties may apply
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ServiceSuite Change Authorization for Services
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Form
(248KB)
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Change Authorization for Services - the
complete package
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Software Maintenance After License Fee Request Approval
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Form (66KB)
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This form is required when the Software Maintenance (SWMA) After License Fee (ALF) is applied as a result of a lapse
in
Software Maintenance coverage. Form must be sent to BPASSIST for approval. Upon approval, the SWMA ALF Approval Form
should be sent with the Services contract package to Business Partner Customer Support Operations (BPCSO).
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Upgrade Fee Request Form
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Form (36KB)
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Use this form to get approval from IBM Global Services when contracts are sent to Business Partner Support Operations
(BPSO) for processing after the contract start date.
The contract start date is the date indicated on the Statement of Work (SOW) or the customer signature date, whichever
is later. Send request to BPASSIST with the following information: Retro Request Form (fully completed), all supporting documentation,
signed SOW, and ISAT solution summary.
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