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Step by Step User Guide
IBM Business Partner Agreement (BPA) Application
IBM Business Partner Agreement (BPA) Application Step by Step User Guide The objective of this guide is to provide step by step instructions for the following:
For new Business Partners:
• How to request a new IBM Business Partner Agreement Start on page 4
For existing Business Partners:
• How to request a new Product to be added to your existing IBM Business Partner Agreement Start on page 59
• How to make a Legal Name Change Start on page 66
• How to make a change to your Signing Site Address Start on page 74
• How to make Global Compliance Updates Start on page 79
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 or products you add.
Should you have any system problems with sign on or with navigation, please note that you have a link on each screen for “contact services” This will help you find the appropriate support for your country to help.
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Business Flow
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Business Partner (BP) registers himself and his company via PartnerWorld Web Portal in the Partner Profiling System (PPS)
BP manages his company data and relationships via his profile in PPS
IBM generates or updates IBM Business Partner Agreement (BPA)
BP signs and IBM countersigns BPA
Agreement Active
IBM reviews and approves new application / changes in PPS
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For new Business Partners - How to request a new IBM Business Partner Agreement
BPA Application Flow
We will now take you step by step through how to initiate a new relationship with IBM.
The application is broken down into the following sections in which data is selected and/or collected.
– Company Details – Manage Agreement – Relationship – Locations – Employees – Products and Services – Additional Documentation
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Now let’s start a new BPA Application Let’s Sign In
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This assumes that 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)
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Welcome Page
Click on Relationship management
Relationship Management
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Click on Relationship Agreements
Relationship Agreements
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If you are a new BP, select the appropriate CEID under the ‘Apply for a business partner agreement’ section. If you have existing agreements you want to manage, select the appropriate CEID under the ‘Manage Business Partner Agreements’ section. For this screen, this is a brand new BP applying for their first BPA.
Conditions to be met
We strongly suggest you view/add your locations and employees at this stage as they will be required later in application.
Clicking on these links will provide list of locations or employees
Clicking on these links will allow you to create employee profiles and locations
Company Details
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Click Yes or No under Merger or acquisition
Click Next
Manage Business Partner Agreements
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Click on “Apply” button only to proceed to selection of relationship
Relationship
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Click on dropdown box, the list is based on what is available for the country
You will need to scroll down Screen
Relationship
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Contracting country is prepopulated based on BP’s country address. You can update if required.
Locations
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Click on location to designate the contract signing location. Highlight signing location in “available” box and click green arrow to move it over.
Locations
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Once location shows in the “selected” box, click on “set location roles” button.
Locations
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You now see the selection in the location list, click the “Next” button
Products and Services
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When you click “Add Product” button, page is refreshed and user will scroll down the screen
Products and Services
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Product Group drop down will display
Products and Services
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Click on link for sub-product groups, page will refresh and user scrolls down
Product and Services – Sub Product
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Select sub-product group, when selection is made another box will appear for selection, scroll down
Product and Services – Sub Product
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Click on “next” to add the next sub-product group or click on add button to add to list
Product and Services – Sub product
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You now see the selected sub-product, and can add another by clicking on the “Add a sub-product group” link again and repeating the process. If finished, click on “Next” button .
Product and Services
Once you have clicked “Next” on previous screen, you will now see the selected relationship type, product groups and sub products. You can still add more products here or click on “Next”.
Additional Documentation
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You may click on “upload” button to add one or more documents, it supports many formats. You may also add comments.
Additional Documentation
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Click on “Browse” button and it will bring up your files for selection, see next slide on how it will appear.
Additional Documentation
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Once you have selected file to upload, click on “Next” to add more files or to proceed with application.
Additional Documentation
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You can now see all uploaded files and can either click on button to add more or scroll down to comments.
Comments
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If required, click on “Add a comment” button which will refresh page
Comments
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Once entered, click on “Next” button
Comments
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Comments now appear in list
Click the “Next” button to proceed (existing BPs will see a “Save” button instead)
Global Compliance
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Note that the Company URL is prepopulated from your company’s PPS profile when initially registered for PartnerWorld.
Global Compliance Questions Tips
You will be required to assign employees to the following roles. 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.
Please make sure you enter for the “name in local/native language fields” first, middle (if applicable) and surname/family name and as they appear on official government documents such as a passport.
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Global Compliance Questions - Definitions 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.
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Global Compliance
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Note: A negative answer will refresh the screen to show a text box for further information to be provided.
Global Compliance
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Global Compliance
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Text box is provided for further information.
Global Compliance
Yes to Company ownership will refresh page with expand section
Yes No
Global Compliance – Company Ownership
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Click on button add details.
Global Compliance – Company Ownership
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This is the Ultimate Parent
If you have entered a person’s name, please click on this checkbox and add the person’s year of birth. If not, it is a company for which no year of birth is required.
If this is the ultimate parent company, click on this checkbox.
Global Compliance – Company ownership
41 Example of completed screen, click Next
Global Compliance – Company ownership
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It now appears in list, click on button to add more
Global Compliance – Company ownership
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Example of a company add, not ultimate, Click Next
Global Compliance – Company ownership
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Updated list, continue process until finished
Global Compliance – Company ownership
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Example of designated ultimate parent company
Global Compliance Company Ownership
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When finished adding, scroll down to next section
Global Compliance
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As before, a negative answer will refresh the screen to show a text box for further information to be provided.
Global Compliance
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If required, add comments and click on Next button
Global Compliance
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Please select people to assign to roles.
Global Compliance
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Once you have clicked on the person you will see them as “selected”, please scroll down.
Key Contacts
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Note: The person’s details are prepopulated from their PartnerWorld profile. You can select the role for the person and click the green arrow to move to “Selected”.
Key Contacts
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Click on “set person roles” to update the employee list.
Key Contacts
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Employees show in list, please repeat until all of the required roles are assigned.
Key Contacts
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Once all of the required roles are assigned, click the “Next” button.
Global Compliance Company Certificate
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Please click on the “Accept certification statement” link, this will then populate your name and the date accepted. See the next page for illustration.
Global Compliance Company Certificate
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Your application is complete! Click “Save” to submit it for processing, you will receive a confirmation number as per the next page.
Confirmation Page
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There is a confirmation number generated that can be used to track the application.
BPA Application Statuses
Status Description Explanation Pending Initial status of application not yet
reviewed by IBM Under Business Operations Review
IBM’s recruitment 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. The application is not editable by the Business Partner
Approved pending Agreement
IBM has approved the application and transferring to IBM’s contract management team
Issue Agreement IBM contract management team is creating the contract and will send for delivery
Active IBM has activated the relationship/product
As your application progresses, the status will be updated. This will allow you to easily track the progress of your BPA application.
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For existing Business Partners - How to request a new Product to be added to your existing IBM Business Partner Agreement
Relationship Management - New Product Add Once you have signed into PartnerWorld …
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Relationship Management - New Product Add
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Relationship Management - New Product Add
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Click on your company link
Relationship Management - New Product Add
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Click “Next” Button on these two screens
Relationship Management - New Product Add
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Select the relationship to which you want to add a Product.
Relationship Management - New Product Add
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If you see a “relationship lock reason” description, this means that you have a previous request that has not been completed yet, thus preventing further activity until preceding activity is complete. Should you need to have the preceding activity ceased, contact your recruitment team and they can return the request to you or provide you status of activity.
If no locked reason, scroll down and the screens will now be just like a new BPA application, refer to pages 18 – 31.
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For existing Business Partners –
How to make a Legal Name Change
Manage Relationship Agreements – Legal Name Change
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Manage Relationship Agreements – Legal Name Change
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Please note that a legal name change may require further interaction with IBM to identify all activities that may be needed for your specific case.
Click on “select” for applicable company And then action box will appear
Manage Relationship Agreements – Legal Name Change
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Select “Change the company’s name” and click on the arrow
Manage Relationship Agreements – Legal Name Change
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Please ensure that you enter the full legal name as it would appear on your official business registration documents
Manage Relationship Agreements – Legal Name Change
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Input these fields and scroll down
Manage Relationship Agreements – Legal Name Change
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Input data here where applicable and click save
Manage Relationship Agreements – Legal Name Change
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There is a confirmation number generated that can be used to track the submission.
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For existing Business Partners –
How to make a change to your Signing Site Address
Manage Agreements – Signing Site Address Change
When you need to change the address for the location that you have designated as the signing site (the address that appears on the contract), you will follow this path.
Click on “Location” on the left navigation bar.
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Manage Agreements – Signing Site Address Change
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Select the location you want to update, select “General information” in the drop down box, and click on the arrow.
Manage Agreements – Signing Site Address Change
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Scroll down to the Company location address section. Note: This example indicates a case where the location is currently in a locked BPA process or other change, therefore it will not let you change it.
If not locked, you will see an “update address” button.
Manage Agreements – Signing Site Address Change
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The page will refresh and now you may put in the new address and click on the “Update address” button. You will get a confirmation number and IBM will review/validate and process the change. Note that this would be used only if its an address change. If the location is valid but contract signing will now be done at another site, create a new site and then you can assign the new location as the signing site via “manage agreement” application path.
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For existing Business Partners –
How to make Global Compliance Updates
Manage Global Compliance Your application is considered to be a continuing one – for as long as your company remains an IBM Business Partner you must promptly inform IBM of any changes to the information provided in the Global Compliance sections of your IBM Business Partner Application and Re-validation Application
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Click on
Manage Global Compliance
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Select worldwide enterprise which will then bring up the associated country enterprise. Under the “Select action” drop down, select “Business Partner Agreement Global Compliance” and click on the arrow.
Manage Global Compliance
You will be presented with your active Global Compliance application which you will be able to edit.
As you navigate screen to screen, verify/update with any changes. At the last screen you click on “certify” statement and save. You will get a confirmation number and your updated application will appear in a workflow for the IBM revalidation team to review.
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THE END
Please remember should you have any system problems with sign on or with navigation, you have a link on each screen for “contact services”. This will help you
find the appropriate support for your country to help.
