What type of items are typically changed by a customer during redlining?
* At the MSA level that would impact CSG specifically, it would be related to cancellation terms. In addition, we may redline and negotiate revised payment terms. Non-negotiables are limitation of liability caps, assignment provisions, mutual indemnification and confidentiality, IP ownership. * At the SOW level,…
Where do I find licensing details within an SOW and what is typically included?
At a high level, typically in Section 2 (example below) of Richardson’s SOW template, you will find the overarching details included in the participant license, which are typically: * Programs the customer can access and by quantity of users * If digital tools are included: Accelerate, QuickCheck, SFDC Tools * …
What to review and where to focus on Client SOW Paper?
We suggest you review the entire agreement to ensure you have a full understanding of the details. Typically, there are sections that outline scope and deliverables that would be most relevant to the CSG team, which would be equivalent to our Section 2 and general assumptions on Richardson’s paper. If there are ques…
Can clients purchase additional licenses during the SOW term?
* We are outlining the ability to purchase additional licenses during the term at pre-negotiated rates. You will typically see this in the Additional Terms section after the Payment Schedule in a SOW. We are asking customers to make good faith efforts to purchase in bundles of 10 as much as possible to avoid one…
Where do I find a cancellation policy?
* Cancellation policies are typically on Richardson paper in our MSAs. In some circumstances, from legacy agreements or on customer paper they may be at the SOW level. * Our standard language is presented in business days, provided, however, during negotiations, a client may request calendar days. If a contract …
Are we pro-rating licenses?
We had a limited set of pro-rated licenses early on in pricing and packaging (outside of selling SPI-1 in the past). We are not pro-rating licenses further unless otherwise approved by senior leadership in contract negotiations.
What is the standard recommended maximum workshop size?
Contract language is written to allow flexibility for a customer to deliver in person or virtual with a recommendation of a cap of 20 (exclusive of TTTs and presentation skills) to keep it flexible for the customer. Generally, CSG can make an exception of up to 25 on a case by case basis if needed. Anything above 25 …
What steps should be taken if a Sales Order in NetSuite does not match the SOW?
* Please reach out to NetSuite Contracts ( [email protected] ) and Netsuite Support ( [email protected] ) to review.
