1. Indirect Upgrades Rules of Engagement February 2018 INTERNAL USE ONLY
01/02/ :23

2. Corporate Upgrades – Rules of Engagement
Current Base Owner
Out of contract
1-30 days from the end of the contract
days from the end of the contract
days from the end of the contract
Upgrading Partner is the current Base owner
Re-sign without a contract fees1
Eligible to resign1
Eligible to resign1 (All outstanding tenure will be added to the new contract)
Not Eligible for early resign
Upgrading Partner is NOT the current Base owner
Re-sign paying any buy out costs on the account (Contractual revenue guarantee shortfalls for the Direct base )3
75% of the base needs to be with in 1 month from the end of the contract3
All buy out costs must be paid in full for the Direct Base2 3
Indirect Base Customer not eligible for resign4
The above eligibility rules do not apply to those customers which either have a minimum spend requirement or any other revenue obligation.
DAs not permissible, price book commercials only if being bought out earlier than the Minus 1-30 days remaining in contract.
Any outstanding buy out costs or contractual revenue guarantee shortfalls for direct base must be paid before new contract start.
For Indirect base customers partners are not able to buy out costs or roll tenure over into the new contract.

3. Corporate & Small Business Segment Transfer– Rules of Engagement
Current Base Owner
Out of contract
1-30 days from the end of the contract
days from the end of the contract
days from the end of the contract
Small Business > Corporate
Eligible for segment transfer
Eligible for segment transfer, all outstanding tenure to be added to the new contract (Customer MRC can not reduce more than 5%)
Not eligible for segment transfer
Corporate > Small Business
Partner raises the
Segment transfer
Commercial
Approve or Reject
segment transfer
Account Manager
requests the segment
change from BPS
Contract Support
Change the flag
Segmentation rules are subject to the upgrading partner being the current base owner
Commercial
Approve or Reject DA
Partner raises DA on
new segment (only if the
segment transfer
is approved)