Apply for new Business Partner Agreement IBM Business Partner Agreement

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The objective of this guide is to provide step by step instructions when applying for new IBM Business Partner Agreement (BPA).

We have attempted to show as many of the screen shots as possible, however there may be variations depending on the relationship you are applying for. Should you have any system problems with sign on or with navigation, please note that there is a link on each screen for “Contact us” This will help you find the appropriate support for your country to help.

Application Flow

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Business Partner (BP) completes the application using their IBM PartnerWorld Profile.

IBM generates new Business Partner Agreement (BPA).

BP signs and IBM countersigns BPA

Agreement Active

IBM reviews and approves new application

Application Status Status Description

Pending Initial status. Application not yet reviewed by IBM

Under Business Operations Review

IBM’s team has initiated the review process

Business Partner Additional Information Required

This status allows the Business Partner to edit the application again to make updates/attach more documentation etc.

Denied IBM has not accepted the application.

Approved pending Agreement

IBM has approved the application and initiated contract creation.

Issue Agreement Contract creation and acceptance in progress.

Active IBM has activated the authorization.

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Relationship Contacts & Integrity Training

Locations

Key contacts

Products and Services

Additional Documentation

Application sections Company InformationRelationship

1. Relationship Type (i.e. Solution Provider - T2)

2. IBM contracting country3. Signing Location

4. Select Products and services

7. Is this application a result of a merger or acquisition with a firm who is currently an IBM System and Services Business Partner? 8. Upload supporting documentation / additional documents. For example: Commercial Registration and Tax ID.

9. Do you have any individuals and/or companies with 5% or more ownership of your company? If YES --- company/Person name in English and local language / person name in first, middle and Surname/Family Format - Ultimate parent --- Country of residence --- Year of birth (for people) ---- Percent ownership (5 or 6 pieces of info per owner of 5%+)10. Key company contacts: CEO, CFO, Director of Sales11. Are any of the persons listed in the key contact section of this Application, or person-owners listed in ownership section of this Application or any Senior Management of your company currently employed by IBM or, to your knowledge, an IBM Business Partner? 12. Were any of the persons listed in the key contact section of this Application, or person-owners listed in ownership section of this Application or any Senior Management of your company employed by IBM or, to your knowledge, an IBM Business Partner in the past five (5) years. 13. Are your bank accounts located in the same country, where the company is legally registered? 14. Are any of your company's owners, Board Members or Senior management currently Government officials or Government employees? 15. Were any of your company's owners, Board Members or Senior Management Government officials or Government employees in the past (3) years? 16. Do any of your company's owners, Board Members or Senior Management have indirect ties (e.g. through familial relationships) with any Government official or Government employee in a position to influence a purchasing decision on behalf of a Government? 17. Are any of the companies that have Company Ownership with 5% or more or is ultimate parent, owned or controlled by any Government, Government official or Government employee? 18. If your company is owned by another company, companies, person or persons, do any of these companies or persons or your company's Ultimate Parent, if any, have a Business Partner relationship with IBM? 19. Within the past five (5) years: Has your company or any related entity (e.g. Ultimate Parent, parent, subsidiary or affiliate) or any of its or their owners, Board Members, Senior Management or any other employees been investigated, charged or convicted in any jurisdiction for engaging in any illegal activity related to unethical conduct, such as bribery or corruption? If YES ---Please provide sufficient details for IBM to evaluate your response, including the name of each company, related entity, owner, Board Member, Senior Management or employees at issue, the nature and circumstances of each such investigation, charge or conviction and the jurisdiction where each such investigation, charge or conviction occurred. 20. Does your company's business model include computer leasing, used equipment (refurbished), or computer equipment broker business as a primary offering, or is it a subsidiary of one that does?

You will need to provide input for the following questions:

5. Key company contacts for the contract6. Sales employees names and emails

Company Information !  You will be required to assign employees to the roles below. If

a position is not applicable to your company (e.g., you have no Chief Financial Officer), then please assign the individual within your company who holds an equivalent or comparable position:

–  Chief Executive Officer/Managing Director –  Chief Financial Officer/Director of Finance –  Director of Sales –  Application signatory –  Administrative contract for contractual matters

!  You may assign more than one role to same employee.

!  For the “Name in local language fields” enter first, middle (if applicable) and surname/family name as they appear on official government documents such as a passport.

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Definitions: !  Board Members – includes all of the members of a company’s Board of

Directors or any equivalent or comparable governing body or group. !  Company – includes any company, corporation, partnership, limited liability

company or other entity. !  Government – includes any (a) national, state or local government, (b)

public international organization (such as the United Nations), (c) agency or company subject to a country’s public procurement laws and (d) company that is owned or controlled by a government, organization, agency or company described in items (a),(b),(c), or (d) of this definition (such as state – owned oil or telephone company).

!  Senior Management - includes (a) all of a company’s officers, presidents, senior vice presidents, managing directors, directors of sales, finance and marketing and all members of a company’s senior leadership teams, (b) if a company does not have “officers”, “presidents”, “senior vice presidents”, “managing directors”, or “directors of sales, finance or marketing”, then those persons holding equivalent or comparable positions to those and (c) those persons (other than administrative personnel, such as secretarial assistants) who report to the positions/persons covered by items (a) and (b).

!  Ultimate Parent is the top-level company in a family of companies. An ultimate parent directly or indirectly controls a company. In the following example, Company C is Company A’s ultimate parent:

!  Company A is controlled by Company B; !  Company B is controlled by Company C; !  No company controls Company C

!  If there is no company that controls Company A, then Company A is the ultimate parent.

Sign in to your PartnerWorld Profile

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This assumes your company is already a PartnerWorld member, you have an IBM web ID and you are associated with the company as an Authorized Profile Administrator (APA). If not, please refer to the separate PartnerWorld Registration module. (https://www.ibm.com/partnerworld/wps/servlet/ContentHandler/pw_com_jnw_index)

Log into the PartnerWorld Profiling System (PPS) using following page: https://www.ibm.com/partnerworld/partnertools

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PartnerWorld Profile Relationship Management

Click "Relationship management” to begin.

Click "Apply and Manage Relationships”.

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Select the appropriate Country Enterprise ID under "Manage Business Partner agreements" if you see this screen. Note: Most companies will not see this screen as they only have one Country Enterprise ID.

Before continuing the application, ensure the company name shown matches your company’s name as it appears on your official business registration documents.

If you need to change the company legal name presented here please follow the user guide “Change your legal name”.

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Click “Apply for a new relationship”.

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Your Company Name and CEID appear here.

Click on “Select to view a description of the IBM relationship types” for additional information.

Select a “Relationship type”.

Before continuing the application, ensure the company name shown matches your company’s name as it appears on your official business registration documents.

If you need to change the company legal name presented here please follow the user guide “Change your legal name”.

Relationship type * :

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A country or group of countries are preselected for you based on your country location. To add a country where you will also do business, select the country in the “Additional countries” list. Click the right arrow to move the selection to the “Authorized Countries” list.

Company Name CEID

Company Name (CEID)

Check the selection box next to your signing address.

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Products and Services

Distributor  

Click “+” to expand the categories to see the sub-products you may select.

Select “Distributor” if applicable. Check the box beside each product for which you are applying. Click “Next” after you have made all your selections.

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In some countries for specific relationships, BPA Click and Accept terms and conditions may be presented where you can agree to the terms and conditions online. Click each link to read and print the agreement. It is important to read each agreement carefully and print each one for future reference. These are legally binding agreements. You may obtain a copy of the agreements with the details of your relationship populated with authorized products and your registered agreement number if required. Select “Yes” at “Do you require a confirmed agreement copy with our company name and approved products embedded”? When you have read the agreements, accept the terms of the agreements by clicking “I agree”, or decline to accept the terms by clicking “I disagree”. If you click “I disagree”, you will exit from the application and your information will not be saved.

Click and Accept

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Click “+” to expand “Relationship Contacts” and “Integrity Training” categories.

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Add all employees who will be relationship contacts for this contract.

Type first name, last name, or email ID to search.

•  If employee is found, click their name. •  If employee is not found, click “ADD

New Employee”.

Complete the form and select the appropriate role(s). The first two roles are mandatory. Click “Create and Continue”.

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Register your sales employees for Integrity Training by adding them individually or uploading a file. Type first name, last name, or email ID to search. •  If employee is found, click their

name to pull in their data. •  If employee is not found, click

“ADD New Employee.

Type employee details and click “Assign Employee to Integrity Training”. Repeat steps until finished adding employees. Click “Next” to continue.

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Additional Documentation If this is a Merger or Acquisition scenario, click on the “Mergers / Acquisitions document” link for additional information. Checking the box for the “Mergers or Acquisition” question will expand the screen.

•  Enter the name of the company being acquired.

•  Optionally enter comments. •  Fill out the Mergers or Acquisitions

document, and upload the file.

Check box if “Yes” to this question.

Upload all required documents.

Click “Next” or “Save” to continue.

Commercial    Registra2on    Cer2ficate:  

Tax  Registra2on  Document:  

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You must answer this question to continue.

Your Company Name and CEID appear here. Note: Global Compliance Questions are only presented the first time you apply for an IBM Business Partner Agreement.

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Click “+” to expand Key Contacts.

Identify your key contacts and add: •  Chief Executive / Managing Director •  Finance Director •  Sales Director / Manager.

Key Contacts

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You must answer every question in order to progress the application.

Global Compliance Questions

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Click “+” to open the certification statement.

Click the “Click to accept the certification statement” to see the certification statement.

Click “I agree” or “I don’t agree”.

Company Certificate

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Click “Save” to Submit your application.

Company Certification

This is the final page, confirming that your application has been submitted to IBM. Please make a note of your confirmation number, so you may track the progress of your application.