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,…
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…
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…
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 * …
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.
