Hi Guys

My advice, based on running billing systems and a decent mark in Auditing at
UTS, is don't build a billing model/process thats already broken or faulty.
Trying to force an audit is probably terminal to the relationship. Also
there is no guarantee that you would even know that you have a problem that
you need to audit.

If its software as a service presumably each customer will get an account
and there will be payment method either direct or indirect via the reseller.

If a customer signs up, they put their own credit card or billing details
in. Problem solved.

Resellers can either be handled via an affiliate program or they are given
their own login to facilitate setting up access for the customer and billed
each month for all customers or given a rebate (if you bill customer
directly).

No customer account, no reseller earnings.

Either way make your Software as a Service backend force the integrity of
the billing system rather than rely on the threat of auditing after the
fact, go ahead see if you can get them to agree to Audits but my personal
preference would be to try to make the billing system manage this.

Agree re Clawback - Definitely insert the right to take these customer
direct or assign to another reseller if the Reseller experiences an
insolvency event or change of control, ie if they go under, normally the
liquidator/administrator treats the customers as assets and you may be
required to continue to provide service or have to negotiate with the
liquidator.

Service Level Agreements and penalties. You may wish to force the reseller
to offer the same terms that you offer your direct customers for SLA and
have a hold harmless if they offer more

Indemnities - need these, never know what resellers will promise a customer

See below for a sample of what Postini (owned by Google) provides as a
sample template agreement when you are considering signing up.

Their service is a similar situation to what you are proposing, with the
exception that there is a distributor as well as a provider and reseller,
maybe use this as a starting point with your Lawyer. Rob Furguson at
Sprusons have done a decent job for me in the past.





MASTER SERVICES CONTRACT
1. Services. Reseller will provide to Customer the services (the
Services ) specified in the Reseller Services Schedule (the
Services ). Within three (3) business days of the date on which
this Contract is signed by both parties, Customer will receive an
email that will specify the process for activating Customer s account
and access to the Services though an activation key
( Provisioning ).
2. Fees and Billing. Reseller will bill Customer for the Services
as specified in the Reseller Services Schedule.
3. Term. The initial term of this Contract shall be twelve (12)
months. At the end of the initial term, this Contract shall be renewed
automatically for consecutive renewal terms of twelve (12) months,
unless terminated by the either party by providing the other party
written notice fifteen (15) days prior to the end of the applicable
term delivered in accordance with Section 18, Notices . Reseller
may revise its rates (including, but not limited to, the fee per
Mailbox/Unit) with thirty (30) days prior written notice to Customer,
effective for the following term.
4. Termination. Either party may terminate this Contract for
cause upon written notice if the other party fails to cure any material
breach of this Contract within thirty (30) days after receiving written
notice of such breach; provided however that the period to cure a
breach with respect to payment shall be ten (10) days. If Customer
terminates this Contract for cause in accordance with this Section,
Reseller shall refund to Customer any prepaid amounts applicable
to the period following the effective date of termination. Other than
as may be provided elsewhere in this Contract, such termination
shall be customer s sole and exclusive remedy in case of a material
breach of this Contract by Reseller.
5. Customer Obligations. During the term of this Contract,
Customer shall have the following obligations, in addition to those
set forth elsewhere in this Contract.
5.1 Customer is and will remain solely responsible for complying
with all laws, rules and regulations regarding the management and
administration of its email system, including but not limited to,
obtaining any consent and/or acknowledgement from its employees
and service providers (if applicable) in managing its email system.
Customer acknowledges and agrees that Reseller s and Postini s
responsibilities and liability do not extend to the internal
management of Customer s email system and that Postini is merely
a data-processor and does not control and is not responsible for the
management or administration of Customer s email and/or its data.
5.2 Customer agrees that it shall not resell the Services or create
or offer derivative versions of the Services either directly or through
a third party.
5.3 For each mailbox for which Customer will be routing email
through the Services, Customer shall establish an email account in
the Postini Message Center. Customer shall not allow more than
five (5) alternative addresses/aliases for each email account
established in the Postini Message Center.
5.4 IF CUSTOMER FAILS TO COMPLY WITH THE
OBLIGATIONS SET FORTH IN SECTION 5.2 AND/OR SECTION
5.3, RESELLER SHALL INFORM CUSTOMER THEREOF AND
RESERVES THE RIGHT TO SUSPEND THE SERVICES UNTIL
SUCH FAILURE IS REMEDIED. NOTWITHSTANDING THE
FOREGOING, THE FAILURE OF CUSTOMER TO COMPLY WITH
THE OBLIGATIONS SET FORTH IN THIS SECTION 5 MAY BE
DEEMED A MATERIAL BREACH OF THIS AGREEMENT.
6. Warranty.
6.1 Reseller warrants that the Services will meet the requirements
set forth in the Service Level Agreement attached hereto as
Attachment 1. In the event of a breach of the foregoing warranty,
as Customer s sole and exclusive remedy, Reseller will provide the
remedy set forth in the SLA.
6.2 EXCEPT AS EXPRESSLY PROVIDED IN THIS SECTION 6,
RESELLER MAKES NO WARRANTIES OF ANY KIND,
INCLUDING, BUT NOT LIMITED TO, ANY EXPRESS OR IMPLIED
WARRANTIES OF MERCHANTABILITY, FITNESS FOR A
PARTICULAR PURPOSE, ACCURACY OR NONINFRINGEMENT.
Customer understands and acknowledges that
there is no guarantee that all spam and all viruses will be eliminated
and that legitimate email will not be occasionally quarantined as
spam, and that the above warranty does not include any such
promises. Further, Disaster Recovery services are provided only up
to the spooling level selected by the Customer, and if such spooling
level is exceeded, messages may bounce back to the sender.
7. Ownership. The Services and all intellectual property rights
relating to the Services are and shall remain the exclusive property
of Postini.
8. Confidentiality.
8.1 Reseller and Customer both acknowledge that in the course of
this Contract, each party may have access to the other s
Confidential Information. Confidential Information, as used in this
Contract, means information not generally known to the public, in
written, oral or any other form that a party designates as being
confidential or that, under the circumstances surrounding
disclosure, should be clear that it is confidential. For clarity,
Customer s Confidential Information shall also include Customer s
emails that are subject to the Services.
8.2 The obligations of this Section 8 shall not apply to Confidential
Information that (i) was in the possession of, or was rightfully known
by a receiving party, without an obligation to maintain its
confidentiality, prior to the time of disclosure; (ii) is or becomes
generally known to the public without violation of this Contract; or
(iii) is obtained by a receiving party in good faith from a third party
having the right to disclose it without an obligation of confidentiality.
8.3 Each party hereby agrees that during the term of this Contract
and for a period of two (2) years after the expiration of this Contract,
it will not make any such Confidential Information available to any
third party and will not use the other s Confidential Information for
any purposes other than to exercise its rights and perform its
obligations under this Contract. Each party shall take all reasonable
steps to ensure that the other s Confidential Information is not
disclosed or distributed by its employees or agents in violation of
the terms of this Contract, and in any event each party shall
exercise the same prudent practice in preserving this information as
it does to preserve its own Confidential Information. The foregoing
obligations will not restrict either party from disclosing the other
party s Confidential Information or the terms and conditions of this
Contract pursuant to the order or requirement of a court or other
governmental body, provided that the party required to make such
disclosure gives prompt notice to the other party to enable it to
contest such order or requirement.
9. Indemnity. Reseller, at its expense, shall indemnify, defend
and hold harmless Customer against any losses, costs and
damages arising from a claim by a third party against Customer that
the Services, or any part thereof, infringe any U.S. intellectual
property or proprietary rights of such third party or misappropriates

any protected trade secret of such third party. Reseller s obligations
under this Section 9 are subject to Customer providing Reseller with
(i) prompt written notice of the claim, (ii) sole control over the
defense or settlement (subject, in the case of settlement, to
Customer s consent, which consent shall not be unreasonably
withheld or delayed), and (iii) reasonable support and cooperation
with regard to the defense. In the event that Reseller s right to
provide the Services is enjoined or in Reseller s reasonable opinion
is likely to be enjoined, Reseller may, at its expense, obtain the right
to continue providing the Services, replace or modify the Services
so that they become non-infringing but remain functionally
equivalent, or if such remedies are not reasonably available,
terminate this Contract without liability to Customer.
10. Limitation of Liability. EXCEPT REGARDING THE
CONFIDENTIALITY OBLIGATIONS UNDER SECTION 8, IN NO
EVENT WILL EITHER PARTY BE LIABLE TO THE OTHER FOR
ANY SPECIAL, INCIDENTAL, PUNITIVE OR CONSEQUENTIAL
DAMAGES (INCLUDING, WITHOUT LIMITATION, LOST
PROFITS, LOSS OF USE, LOSS OF DATA OR LOSS OF
GOODWILL), ARISING OUT OF OR IN CONNECTION WITH THIS
CONTRACT OR THE PERFORMANCE OR OPERATION OF THE
SERVICES, WHETHER SUCH LIABILITY ARISES FROM ANY
CLAIM BASED UPON BREACH OF CONTRACT, BREACH OF
WARRANTY, TORT (INCLUDING NEGLIGENCE), PRODUCT
LIABILITY OR OTHERWISE, AND WHETHER OR NOT SUCH
PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH
DAMAGES. Except regarding the indemnity obligations under
Section 9, Indemnity, in no event shall either party s liability for any
damages hereunder exceed the amounts paid by Customer to
Reseller during the twelve (12) month period preceding the
causation of the damages.
11. Assignment.
This Agreement may not be assigned by either party without the written
consent of the other, except that Provider may assign this Agreement
upon written notice to Distributor (i) pursuant to a merger or change of
control, (ii) to an assignee of all or substantially all of such party s
assets
or (iii) to its parent company, affiliate or subsidiary. Any other
assignment shall be null and void, except with the other party s prior
written consent.
12. Governing Law and Dispute Resolution.
This Agreement is governed by California law excluding California s
choice of laws rules. FOR ANY DISPUTE RELATING TO THIS
AGREEMENT, THE PARTIES CONSENT TO PERSONAL
JURISDICTION IN, AND THE EXCLUSIVE VENUE OF, THE COURTS
IN SANTA CLARA COUNTY, CALIFORNIA.
13. Severability.
If any provision is found unenforceable, it and any related provisions will
be interpreted to best accomplish the unenforceable provision's
essential purpose.
14. Survival. The rights and obligations of Reseller and Customer
contained in this Section and in Section 8, Confidentiality, Section
9, Indemnity, and Section 10, Limitation of Liability, shall survive
any expiration or termination of this Contract.
15. Waiver. The waiver by either party of any default or breach of
this Contract shall not constitute a waiver of any other or
subsequent default or breach.
16. Amendments. Modifications and amendments to this
Contract shall be invalid, unless made in writing that is signed by
duly authorized officers of each party hereto.
17. Force Majeure. Reseller shall not be liable for any failure or
delay in its performance under this Contract due to causes beyond
its reasonable control including, without limitation, Domain Name
Server ( DNS ) issues outside the direct control of Reseller, labor
strikes or shortages, riots, insurrection, fires, flood, storm,
explosions, acts of God, war, terrorism, governmental action, labor
conditions, earthquakes and material shortages.
18. Notices. All notices required to be sent under this Contract
must be in writing and shall be delivered in person or shall be sent
to Customer at the address specified on the Reseller Service
Schedule and to Reseller at the address below.
[Reseller to insert its notice information]
Notices shall be deemed to have been given upon (i) the date
actually delivered in person, (ii) the date transmitted via fax with
confirmation of receipt thereof (iii) the day after the date sent by
overnight courier or (iv) three (3) days following the date such notice
was mailed by first class mail. Notices may be confirmed by email
or fax.
19. Counterparts. This Contract may be executed in one or more
counterparts including facsimile copies, which when and taken
together upon proper delivery shall constitute a single instrument.
20. Archived Messages. If the Services in an Order contain archiving
functionality, End User Messages shall be retained for up to the period
set forth in the applicable Order (in the Services name), provided that
Distributor renews the applicable Services in the Order with Provider for
each year of such retention period. The retention period shall apply to
all data archived under the Services for the applicable Order. Failure to
renew the applicable Services during the retention period shall terminate
Provider s obligation to retain any of End User s data or indexes for the
applicable End User Order.

Attachment 1 to Customer Agreement Service Level Agreement
1. Service Availability Commitment. The Email Services shall be operational
at least 99.999% of the time in any given month during the term of the
Agreement. The Operational Percentage means the percentage of the total time
during any given month that the Email Services are not subject to an Outage.
An outage ( Outage ) means that Reseller fails to apply filtering in
accordance with Customer s configuration selection. Outage does not include
service
suspension (i) for reasons outside of Reseller s sphere of control (as
described in Section 4 of this SLA) or (ii) during times of scheduled
maintenance (as
described in Section 5 of this SLA). If a dispute arises about whether or
not an Outage occurred, Reseller shall make a determination in good faith
based on its
system logs, monitoring reports and configuration records, which Reseller
shall make available for auditing by Customer at Customer s request. The
Outage
Percentage means the total duration of an Outage during a given month
divided by the total time during such month.
2. Outage Reporting Process. Customer must inform Reseller s Customer
Support Department in writing or by email within ten (10) business days of
the
time it first notices an Outage or first believes that there has been an
Outage. Failure to comply with this requirement will forfeit Customer s
right to receive a
remedy for the Outage as described in Section 3 of this SLA.
3. Remedy. If the Operational Percentage is less than 99.999%, and if
Customer has fulfilled all of its obligations under the Agreement and none
of the
exceptions in Section 4 of this SLA applies, Customer shall have the
following sole and exclusive remedy: Reseller will provide Customer with a
pro-rata credit on
Customer s Email Services fee (on a per Customer End User basis) for the
month in which the Outage occurred. The pro-rata credit shall be calculated
by
multiplying the Outage Percentage with Customer s total monthly Email
Services fee to Reseller (for the applicable End User Order(s)) in the month
during which
the Outage occurred. For clarity, the Email Services fee for an applicable
End User Order for a given month shall equal the following fee charged by
Reseller to
Customer for the applicable Order, as may be applicable, either (i) 100% of
the Google Message Filtering fee for that month, (ii) 100% of the Google
Message
Security fee for that month or (iii) 33% of the Google Message Discovery fee
for that month. Furthermore, if Customer experiences one (1) or more Outages
in
each of three (3) consecutive calendar months and/or three (3) or more
Outages in any period of thirty (30) consecutive days, Customer can
terminate the
applicable End User Order(s) upon thirty (30) days prior written notice.
4. Exceptions. Customer shall not have any remedies under the Agreement,
including this SLA, in connection with any circumstances addressed in
Section
17, Force Majeure of the Customer Agreement.
5. Maintenance. To ensure optimal performance of the Services, Reseller
reserves the right to perform unscheduled emergency maintenance at any time.
Additionally, Reseller reserves the right to perform scheduled maintenance
that is designed not to impact the Services at any time. Reseller will make
all
reasonable attempts to schedule maintenance events that are expected to have
an impact on the Services between 10:00 p.m. Pacific Time on Fridays and
12:00
p.m. Pacific Time on Sundays.






On Mon, Nov 10, 2008 at 6:15 PM, Mark Neely <[EMAIL PROTECTED]> wrote:

>  Nick,
>
> On top of Elias' comments, I would also add a warning to ensure there is a
> very clearly drafted accounting clause; specifically, one that gives you the
> right to open the reseller's books and conduct your own audit of sales etc.,
> to ensure you've been paid the appropriate revenues. You'd be surprised how
> many licensing contracts forget to incorporate this right.
>
> This is a very contentious area, and you'll no doubt encounter fierce
> opposition (no business likes openning their books), but without the right
> to inspect the books (even if you, in practise, do not act on it) then you
> really can never be certain you are receiving correct payment.
>
> Other issues to be addressed in the document:
>
> - Duraction: Self explanatory
> - Territories: What territories can the reseller service? Is your company
> barred from competing in those territories?
> - Claw-back: On what basis is your company entitled to (a)
> rescind/terminate the agreement and (b) take over the end-user relationships
> (e.g. in the event the reseller goes broke etc.)
> - Minimum sales figures: Is the reseller obliged to hit minimum sales
> targets to keep their status as a reseller?
> - Restrictions on use: What can't the reseller do (e.g. modify software,
> assign reseller rights, license to customers other than on pre-approved
> license terms etc.)
> - Reseller obligations: What does the reseller have to do (e.g. commit to
> marketing, promotions etc.). End user-support is a biggie here, so it should
> be clear who is responsible etc.
> - Limitation of liability: Given SaaS is subject to the usual tech
> stability issues, there should be a clear statement of what your companies
> is and is not responsible for, and the scope of any liabilities (e.g.
> refunds etc.).
>
> FInally, you should give some thought as to what currency you want to
> strike the deal in. The AU$ is a bit of a basketcase right now, but it will
> improve. There might be good reason to do the deal in US$ (e.g. if that is
> where most of your end-users and/or re-sellers will be etc.). Depending on
> the kind of figures involved, you might want a 'windfall' clause (i.e. if
> the currency discrepancy becomes so large there is a windfall to the
> reseler, what happens then?).
>
> All that said, the best deals are the ones with the simplest terms. Make
> sure you agree the commercial nature/scope of the deal fully before trying
> to put a contract in place: your business objectives, not legal drafting
> requirements, should be the primary factor here.
>
> Regards,
>
> Mark
>
>  -----
> Mark Neely
> Master Strategist
> Infolution Pty Ltd
> 'Beyond Strategy. Leading Change'
>
> e: [EMAIL PROTECTED]
> m: +61 (0)412 0417 29
> skype: mark.neely
>
> Read my blogs --> www.infolution.com.au
>                             www.neelyready.com
> Connect on LinkedIn --> www.linkedin.com/in/markneely
>
>
>  ------------------------------
> *From:* [email protected] [mailto:
> [EMAIL PROTECTED] *On Behalf Of *Elias Bizannes
> *Sent:* Monday, 10 November 2008 3:20 PM
> *To:* [email protected]
> *Subject:* [SiliconBeach] Re: Reseller Agreements
>
>  I've got a few clients specifically in this situation (ie, Verisign, Sage
> software, Net Return - software as a service and use resellers) and whilst
> I've reviewed many many agreements, the one thing I can say that is
> consistent is how inconsistent they are! These agreements tend to not follow
> a standard terms, and it's one of the most painful parts of my job when
> reviewing my clients revenue streams because it needs to be looked at case
> by case.
>
> Off the top of my head
> - you need to specify when you are entitled to recognise revenue. Is it
> when the product gets delivered to the end customer and an invoice is
> raised? Perhaps you only issue invoices once an activation key is provided
> to your partner? The way you are entitled to recognising revenue will affect
> your financial reporting (especially if you report on an accruals basis like
> most larger companies) and potentially tax.
> - another issue is liability. Does the resellers customers interact with
> you or them?
> - how do you deal with refunds? Is the risk with you or the reseller?
> - what fees does the reseller get?
> - what incentives are there for the reseller? ie, discounts of targets,
> bulk upfront purchases
> - is there exclusivity for the reseller? If so, that's a business risk -
> you don't want to rely on more than 10% of your revenue from one reseller.
>
>
> On Mon, Nov 10, 2008 at 2:55 PM, Nick Holmes a Court <[EMAIL PROTECTED]>wrote:
>
>> Hey guys
>>
>> Does anyone have any templates or any advice on setting up Software
>> Reseller Agreement Contracts/Legals?
>>
>> We are a Software as a Service company, what key issues should we be
>> addressing in a reseller contract?
>>
>> Thanks for your help
>>
>> Nick
>
>
> >
>

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