Extreme Development Funds Global Partner MDF...

18
Extreme Development Funds Global Partner MDF Program Guide EDF PROGRAM OVERVIEW

Transcript of Extreme Development Funds Global Partner MDF...

Page 1: Extreme Development Funds Global Partner MDF …extremenetworks.channel-fusion.com/documents/EDFGuidelines.pdf · Extreme Development Funds Global Partner MDF Program Guide ... EDF

Extreme Development Funds Global Partner MDF Program GuideEDF PROGRAM OVERVIEW

PROGRAM OVERVIEW

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

How to Use Extreme Development Funds (EDF) to Increase Demand for Your Business The Extreme Development Funds (EDF) program is a plan-based program that

authorized Partners of Extreme Networks Inc (Extreme) may use to support the

development of new and existing customer relationships It enables partners to

grow their Extreme business through external marketing campaigns enablement

andor sales initiatives that generate demand for Extreme products This will

benefit both Extreme and the partner and deliver a return on investment (ROI)

greater than either party could achieve independently Under the terms of the

EDF program Extreme will reimburse partners for a percentage of approved

costs that the partner has incurred Partners participating in the EDF Program

will have access to an EDF Portal through PartnerNet that allows management of

participation in the EDF Program including viewing fund availability submitting

requests for Pre-Approvals (PA) and initiating claims for executed activities

Participating partners must accept the EDF Program Terms and Conditions in the

EDF Portal prior to participating in the EDF Program

A partner that meets the following criteria during a particular fund period may

participate in the EDF Program during that fund period

EDF Program Overview

Under Eligibility and UsageAll Diamond and Platinum level partners in good standing are eligible to participate

in the EDF program A partner in good standing will be compliant with EPN program

level requirements such as training certifications business plans Extreme Networks

partnership promotion on company website and minimum sales revenue goals The

partner should schedule a marketing planning meeting with their Extreme Channel

Representative to review past activities and results as well as review the current

proposed marketing plan The marketing plan will include strategic goals proposed

activities and the ROI metrics by which the activities will be measured Business

Marketing Plan templates can be found on PartnerNet Marketing plans must be

submitted in advance of EDF usage

Funding periods begin on the 15th of each fiscal quarter EDF accruals will be split into

two buckets based on the percentages below EDF Funds are available for approximately

9 months and expire on the 15th of the expiring month Training funds are available for

approximately 3 months Activities under each category are outlined in the EDF Matrix

and will be pulled automatically from the corresponding bucket of funds Funds can not

be transferred from one bucket to the other

For questions please contact extremeedfchannel-fusioncom

EDF ACTIVITY TYPE USAGE

80 Extreme Development Funds Demand Gen Enablement Awareness

20 Training Funds eLearning Only

Pre-Approval of ActivitiesPartners are required to obtain Pre-Approval (PA) of activities for which they intend to

seek reimbursement A Pre-Approval request must be approved via the EDF portal prior

to any financial commitment of activity and will not be approved after an activity has

taken place The process for obtaining a PA is described in more detail in the General

Rules for Requesting and Claiming Funds section Costs associated with activities

undertaken without Prior Approval may not be reimbursed at Extremersquos discretion

Activities may be granted a PA based upon Extreme Networks strategic objectives the

activities ability to deliver incremental pipeline net new sales opportunities and the

expected return on investment (ROI)

Proof of Performance (PoP) and Return on Investment (ROI) MetricsPartners must also provide proof of the funds spent against the claimed activity and

must provide information regarding the ROI PoP may be used by Extreme to capture

ROI for each funded activity Each activity has different PoP requirements and ROI

metrics and further details are provided below under the EDF Eligible Activity Matrix

Expiration of Allocated EDFEDF will expire on the listed expiration date typically after 9 months Funds may be

claimed by partners at any time throughout the funding period but the funds expire on

their listed expiration date

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

Funds Eligibility

EDF Program Overview 4

Activities currently eligible for EDF reimbursement along with their maximum reimbursement percentage proof of performance requirements and ROI metrics are outlined in section 10 in the EDF Eligibility Activity Matrix

Funding for Eligible Activities is not guaranteed and is subject to approval by your Extreme Networks representative The final eligible reimbursable amount will be reflected in the approved PA request Extreme Networks reserves the right to change the Eligible Activities from time to time and partners should always refer to the EDF Program Guide published on PartnerNet to ensure they are using the latest version

Use of the Extreme Networks logo or branding in an Eligible Activity (ex promo item direct mail piece etc) must first be reviewed and approved by your Extreme Networks representative prior to final production to confirm the logo is used in accordance with Extreme Networks branding guidelines

Unless otherwise noted reimbursement per activity is typically reimbursed beginning at 50 but the percentage can increase as determined by the EDF Eligible Activity Matrix the partner businessmarketing plan and your Extreme Networks

representative and is reflected in the Pre-Approval

Extreme Networks offers partners ready-made marketing solutions and assets to leverage

Visit Demand Center on PartnerNet to view available programs tools and marketing services

Extreme Development Funds (80)DEMAND GENERATION ACTIVITIES

bull Customer Partner Event (DG)

bull Executive Briefing Center Visit (DG)

bull Direct Email Social Media Campaign (DG)

bull Extreme Networks Executive Briefing (DG)

bull Integrated Sales amp Marketing Campaign (DG)

bull List Purchase subscription (DG)

bull Sales Incentives (DG)

bull Telemarketing Campaign (DG)

bull Tradeshow (DG)

ENABLEMENT AND BRAND AWARENESS

bull NFR Demo Equipment (E)

bull Sales Tools Development (E)

bull Funded Headcount (E)

bull Business Consulting Workshops (E)

bull Extreme Specialization Program Certification Requirements (E)

bull Extreme Partner Certification Training - Class Room Training (E)

bull Search Engine Campaign (E)

bull Advertising Catalog Sponsorship Banners (BA)

bull Customer Literature Collateral (BA)

bull Content Syndication (BA)

bull Extreme Networks Promotional Merchandise (BA)

bull Extreme Networks Customer Case Study (BA)

bull Web Page Creation (BA)

Training Funds (20)Extreme Networks Partner Certification Training mdash eLearning only (please use new eLearning voucher numbers only for reimbursement)

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

Eligible Activities

EDF Program Overview 5

EDF Will NOT Be Used to Reimburse the FollowingTRAVELEDF cannot be used to reimburse any travel and associated travel expenses such as

hotel rental car etc except for the reasonable and customary expenses for end customer

travel associated with Extreme Networks Executive Briefings at the San Jose CA Raleigh

NC Salem NH locations or at an Extreme Networks approved Solution Demo facility

Reference the EDF Activity Matrix for travel guidelines Travel for any employee of a

state-owned entity or government MUST have the approval of Extreme Networks Legal

representative before the invitation is extended to the customer

PARTNER OPERATING EXPENSES AND FACILITIESEDF cannot be used to reimburse a partnerrsquos day-to-day operating expenses andor cost

of facilities

ALCOHOLIC BEVERAGESExtreme Networks will not reimburse for alcoholic beverages purchased separate from an

event Alcohol invoice must be from a restaurantcatering service and part of the overall

event bill

CONSULTING EXPENSESExpenses incurred by partner sales engineers or partner consultants are not covered

Consulting expenses for lobbying (legislative or procurement) or sales generating

consulting for public sector customers are not permitted and will not be approved

POLITICAL CHARITY ACTIVITIES AND CONTRIBUTIONSThere will be no funding of political or charity activities or contributions

ENTERTAINMENT ACTIVITIESActivities that include meals sporting events concerts or other events that are

predominantly social in nature are not covered by EDF If entertainment is part of

an approved activity and ROI can be measured to the events success then it can be

approved

INFRASTRUCTURE EQUIPMENTEDF cannot be used for the purchase of infrastructure equipment or software unless

its sole purpose is to demonstrate Extreme Networks solutions to end user customers

or prospects

RECLAIMABLE TAXESInvoices should be raised to either Extreme Networks for the US jurisdiction or

Extreme Networks International Limited for the non US jurisdiction Underlying taxes

incurred by a partner are not eligible for reimbursement with EDF and should be

excluded from the reimbursement claim

PAYMENTS TO THIRD PARTIESEDF is strictly prohibited for payments to third parties on behalf of Extreme

Networks for goods or services not ordered by or for the benefit of the partner or

for any special arrangements driven by Extreme Networks employees

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

Ineligible Activities

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

A partner with available EDF must follow these procedures to request and receive

reimbursement for eligible activities

bull Submitting PA requests for each activity via Extreme Networks EDF Portal is required A PA must be submitted at least 7 days prior to activity start date Any activity that

takes place before a PA has been approved in the EDF Portal will be denied

bull PA approvals will be reviewed within 3 business days of submission Once

approvedthe PA will be available until 60 days after the Activity end date at

which time the PA will expire It is very important to make sure that accurate activity start and end dates are entered into the PA

bull All requests will be assigned a unique PA Number This PA must be approved by

Extreme Networks before the activity can begin and is valid only for the time

period requested

bull Claims for reimbursement must be accompanied by the required Proof of

Performance and ROI documentation (as specified in this document under

the heading ldquoPoPROI Matrixrdquo) If a claim is not submitted with all required

documentation by the PA expiration date the PA will automatically close and

NOT be paid

bull If the PoP supporting documentation is less than the PA approved or claim

amountthe claim will be paid out at the lesser amount upon receipt of the

Partnerrsquos revised invoice to Extreme Networks

bull Claims can be submitted for up to 25 more than the funds requested in the pre-

approval Any amount exceeding 25 of the original approved amount will need

to go back through the PA process

bull Claims submitted for a prefunded not yet approved activity will not be approved

under any circumstances

bull EDF is currently made available in USD While EDF is made available by Extreme

Networks in USD claims that are submitted in another currency will be translated

to USD and claim reimbursement will be calculated using the appropriate

currency rate at time of claim

bull Reimbursement for approved claims that are accompanied by the required

proof of performance will be paid within 30 business days of claim being

approved for payment

bull Invoice from Partner should be uploaded in the claim for the exact amount

inldquoTotal Claim Amountrdquo Extreme billing address should be

N AMERICA LATAM APAC EMEA

Extreme Networks Inc Extreme Networks Ireland Ltd 6480 Via Del Oro Rineanna House

San Jose CA 95119 USA Shannon Free Zone

Shannon Co Clare Ireland VAT No IE8215318B

bull Invoices for claim reimbursement should ONLY be submitted in the EDF

Portalplease do not submit these to our Accounts Payables department directly

otherwise this will hold up the payment processing

Rules for Requesting and Claiming

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

EDF Process at A Glance

ACTION TIMELINE PROCESS

PARTNER SUBMITS PRE-APPROVAL

(PA)

7 days prior to activity start date

Activity start and end dates cannot extend beyond the day before funds are due to expire

PA REVIEWED BY EXTREME

Approximately 2-3 business days from PA submission date

Extreme representatives review PA They may approve deny or request additional information from partner

IF PA APPROVED PARTNER

CONDUCTS ACTIVITY

Partners are notified via emailbull PA is approvedbull Amount percentage of funding

that is approved

PARTNER SUBMITS CLAIM

AGAINST PA

Submit within 60 days after activity end date

Partners are notified via emailbull PA is approvedbull Amount percentage of funding

that is approved

CLAIM VALIDATION

BEGINS

Validation will occur within 5-10 business days of claim submission

bull Partners are notified via email if claim is on hold due to missing or incomplete PoP along with the deadline to provide the information

bull Length of validation process is determined by completeness of required information submitted Incomplete or missing PoP or ROI will delay an approval PoP or ROI that does not align with approved activity details or contains ineligible expenses or other questionable items may also impact the approval timeline

CLAIM AUDIT

COMPLETE

PA Reviewed by Extreme

bull Partner notified via email when claim is validated and payment is on its way

bull Partners will be notified if claim expires before appropriate incomplete or missing PoP is provided or if claim submission is denied

CLAIM IS PAIDPA Reviewed by Extreme

bull Claims are paid within 30 business days from the day the claim is validated

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

Return on Investment (RIO)

Extreme Networks requires partners to provide ROI metrics for marketing activities

to measure the effectiveness of EDF investments Partners must provide metrics

via the EDF Portal twice during the process

bull Initial metric estimate is due at the time the partner submits the PA request

bull Achieved actual metrics are due at the time of claim submission

Measurement of ROI activities under the Demand Generation category is expected

to give 251 Pipeline ROI and 101 on Closed Revenue ROI Please make sure to enter

accurate number of leads For details on deal registration please visit PartnerNet

The submitted ROI may be leveraged to make decisions for future funding Partners

are encouraged to submit accurate results in a timely manner to assist in funding

discussions with your Extreme Networks Manager

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

General Terms and Conditions

As a reminder under the terms of your partner agreement with Extreme Networks

you have an obligation to comply with all applicable laws including but not limited

to the anti-corruption laws such as the US Foreign Corrupt Practices Act This means

that neither you nor any of your agents may make any direct or indirect payments of

anything of value for the purpose of obtaining business to any government official

(including any person holding an executive legislative judicial or administrative

office whether elected or appointed or of any public international organization such

as the United Nations or World Bank or any person acting in any official capacity

for or on behalf of such government public enterprise or state-owned business)

any political party or party official any political candidate or any person or entity

who you know will give part of the payments to any of the previously mentioned

categories of people If you have any further questions about the FCPA you may visit

the Department of Justicersquos website at httpwwwusdojgovcriminalfraudfcpa

Any violation of these rules is subject to immediate termination of the Extreme EDF

program and potentially the Extreme Networks Partner Program

bull Extreme Networks will not directly reimburse any 3rd party vendor on behalf of

a partner This is the sole responsibility of the partner

bull With respect to all personally identifiable information that it collects from

customers and prospective customers partners should understand and follow

all applicable privacy laws and regulations Extreme Networks expects that a

partner will have a posted privacy policy that governs its treatment of such

information and is followed by partner honor any opt-out requests in accordance

with applicable law and contact customers and prospective customers only in

accordance with applicable law

bull If a partner agreement is terminated for any reason Extreme Networks will pay

any outstanding claims if already approved by Extreme Networks up to the date

of actual termination On the date of termination all funds will be removed and

any open Prior Approvals will be closed Termination as an Extreme Networks

partner results in ineligibility in the Extreme Networks EDF Program as of the

date of termination

bull Extreme Networks reserves the right to change the terms of the Extreme

Networks EDF Program or revoke the program at any time for any reason

bull In the event that the partner fails to comply with these Terms Extreme Networks

reserves the right to reclaim any incorrect claims and the costs of an audit

exclude partner from Extreme Networks EDF Program or exclude partner from

the EPN program or other applicable programs

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration and Support 10

EDF Activity Matrix 11

EDF Training Funds Administration and Support

Extreme has contracted Channel Fusion for global EDF program administration

including management of funds activities and claims via their online portal audits

on claims

When necessary Channel Fusion representatives may contact partners directly

via phone or email and also via automated emails throughout various stages of

the funding life cycle (eg PA-related emails claim related emails fund expiration

notices etc)

All information and documents provided by partners through the DEVELOPMENT

FUNDS Portal are stored on secure servers and shared only between our 3rd party

vendor and Extreme as part of the claims auditing and payment administration

process The information is not shared with third parties except where required by

internal audit andor SOX compliance purposes

Extreme has a dedicated team of specialists available to support the

EDF program All inquiries should be submitted to your local resource or

partnerprogramsextremenetworkscom

Extremersquos goal is to respond to inquiries and resolve issues as quickly as possible

While we aim to respond to inquiries within 24 hours of receipt and resolve issues

within three business days there may be circumstances that prevent us from

meeting those timelines

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

CUSTOMER OR

PARTNER EVENT

Customer prospect or Partner Seminar Webinar Event hosted and driven by the partner focused on Extreme Networks or a joint solution with an Extreme Networks Technology Solutions Partner

bull Event must include a presentation by an Extreme Networks employee Partner representative or a customer speaking on behalf of Extreme Networks

bull Minimum 30 minutes of Extreme Networks content speaking time is required

bull Original invitation and detailed agenda for event

bull Identify confirmed Extreme Networks presenter Invitation list

bull Attendee list

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull Photo displaying Extreme Networks name or logo on a presentation banner event booklet etc showing Extreme representation

Event

bull 50 standard reimbursement if Extreme is the sole vendor represented

bull Up to 100 if the following criteria are met

bull Extreme Networks is the sole vendor represented and speaking engagement with an Extreme Networks subject matter expert to present ampor support event

bull If multiple vendors are represented Extreme will reimburse a fair percentage based on the number of vendors

Partner ROI Guidelines Events should consistently meet 20x investment ROI expectations or achievements of ROI expectations set by CAM during business planning

bull The appropriate Extreme logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Attendee list must contain Company and Customer Names

bull Exceptions made to 30 minute speaking requirement when the event is a table top round table or speed meeting event (Partner must enter

ldquotable top round table or speed meeting eventrdquo in activity description to avoid claim being put on hold)

NOT ELIGIBLE

bull Booth purchase or construction ndash booth rental is eligible

TRADESHOW

Participation in a tradeshow sponsored by a 3rd party industry or partner to promote Extreme Networks and the sale of Extreme Networks products

bull Copy of itemized sponsorship document with dollar amount

bull Identify confirmed Extreme Networks presenter

Copy of itemized 3rd party invoicesreceipts or fully executed sponsorship contract with dollar amount

bull Attendee list if available

bull List of leads generated from event

bull Complete package of collateral - if applicable

bull Photo of booth displaying Extreme Networks branding

bull Invoice to Extreme Networks for amount to be reimbursed

Event

bull bull50 standard reimbursement

bull Up to 100 if the following criteria are met

bull Extreme Networks is the sole vendor represented

bull Speaking Engagement with and Extreme Networks executive (Sr Director or above) or subject matter expert to present and or support event

bull Minimum 30 minutes of Extreme Networks content speaking time is required CAM during business planning

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Attendee and lead list must contain Company Name Customer Name

NOT ELIGIBLE

bull Booth purchase or construction ndash booth rental is eligible

bull Attendee registration fees

EDF Activity Matrix

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

DIRECT MAIL OR EMAIL CAMPAIGN

bull Creative development production printing and postage of direct mail or email pieces product flyers postcard announcements newsletters and campaign materials

bull Specific list purchase for purpose of mailing

bull Copy of itemized 3rd party proposal showing insertion dates publication name and total net cost

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates publication name and total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Original samplephoto or screenshot if internet based of directemail campaign components and dates (displaying Extreme Networks name or logo)

bull Recipient list

Free with Demand Center campaign tools

bull bull50 standard reimbursement if developed and executed by partner

Or

bull 50- 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks

ROI Guidelines

bull Email in order to continuously reimburse email activity partners must consistently meet industry standards for ROI (2 click through rate)

bull 1-2 direct mail response rate or ROI expectations set by CAM during business planning

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Annual or Quarterly list subscription services from reputable providers will be reimbursed up to 25 of the monthly quarterly invoice

INTEGRATED SALES AND MARKETING CAMPAIGN

Integrated campaigns to drive partner and Extreme Networks objectives including but not limited to direct mail email telemarketing sales incentive seminar or other approved activities

bull List of all activities included in the Integrated Marketing Campaign must be submitted at time of PA and referenced at time of claim

bull At claim Proof of Performance (PoP)for each activity must be submitted

bull Invoice to Extreme Networks for amount to be reimbursed

bull 50 standard reimbursement

bull Up to 100 depending on strength of plan proposed by partner andor delivered with Extreme Networks concierge (USCAN only) or marketing support from Extreme Networks in APAC LATAM and EMEA

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet must be prominently displayed and unaltered

bull AttendeeLeads list must contain Company Name Customer Name

bull Sample(s) must be provided for quarterly activities being claimed

bull All documentation must specifically reference Extreme Networks

TELEMARKETING CAMPAIGN

APPOINTMENT SETTING

Demand generation telemarketing campaigns conducted by an approved third party vendor on behalf of the partner

Must be Extreme Networks focused or promote a joint solution with an Extreme Networks Technology Solutions Partner Telemarketing for the following

bull Appointment setting

bull Event recruitment

bull BANT lead gen

bull ldquoTele-chaserdquo follow up to direct marketing campaigns

bull Guaranteed number of attendees to an event to be delivered by vendor

bull Copy of draft telemarketing script

bull Call list identifying target name company job title (list of resulting leads andor attendees maybe provided in lieu of this)

bull Copy of itemized 3rd party invoicesreceipts

bull Copy of final telemarketing script

bull Invoice to Extreme Networks for amount to be reimbursed

bull 50 standard reimbursement for lead gen to develop BANT qualified leads

bull Up to 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks

bull For appointment setting campaigns Sliding scale of 50-100 based on performance against guaranteed appointment goal

bull List must contain Company Name Customer Name and

bull Meeting date if appointment setting

bull Registered attendees if event recruitment

bull Lead designations if lead generation

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS EXECUTIVE BRIEFING

Extreme Networks executive briefings for customers of Extreme Networks partners held in San Jose CA or Salem NH Raleigh NC or an approved Solution Demo facility Customer deal size must be in excess of$200000

bull Number of customers attending

bull Estimated Extreme Networks Pipeline

bull Attendee list

bull Copy of all itemized receipts for lodging and transportation fare showing dates cost and flight class

bull Proof of invitation and detailed agenda for event

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 standard reimbursement

bull Airfare coacheconomy only

bull Maximum reimbursement of 2 nights hotel stay 3 nights for international

bull Maximum 3 days car rental 4 days for international

bull Attendee list must contain Company Name Customer Name

bull Travel reimbursement is for customers only

NOT ELIGIBLE Meals alcohol and entertainment activities outside of EBC visit

SALES INCENTIVES

Partner sales incentive or SPIF to generate incremental revenue for indicated quarter providing the incentive activity complies with Extreme Networks guidelines and policies for reimbursement as well as local and international law

bull Copy of incentive program including rules date of incentive activity anticipated sales revenues awards structure selection criteria sales goals eligibility requirements and award incentives

bull Performance metrics on incentive program with Sales Rep Names attainment and total Payout amounts

bull Copy of itemized invoices or 3rd party invoices receipts andor Point of Sale (POS) report

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100

bull Maximum of $25K

bull Activities over $25k must obtain Extreme Networks Sr Director approval and email of approval uploaded as proof of performance to claim

bull Partner is liable for applicable income taxes or other as they apply in hisher region

LISTPURCHASE

SUBSCRIPTION

Custom contact discovery list rentals or purchases and subscription based services (Example vendor Rain King)

bull Target market and list parameters

bull Company target list if available

bull Quantity of contacts expected

bull 3rd party rentalpurchase name

bull Custom contact discovery and list purchases actual list of contacts developed

bull List rentals Copy of itemized invoices from rental agency showing insertions dates quantity

Standalone Lists

bull bull50 for standalone list build not part of an integrated campaign

bull 50-100 if part of an integrated campaign (email tele) deployed by Concierge or Extreme Networks

bull 25 for annual list subscriptions (ex Rain King)

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Annual or Quarterly list subscription services from reputable providers will be reimbursed up to 25 of the monthly quarterly invoice

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

PARTNER SALES TOOL

DEVELOPMENT

Creation of sales tool (eg product guide cheat sheet competitive matrixes) used to educate the partner to enable improved and faster selling of Extreme Networks products and solutions

bull Number of partner rep strainedutilizing tool

bull Draft copy must be reviewed and approved by Extreme Networks

bull Copy of completed sales tool

bull Email verification from Extreme Networks employee of approved copy

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 if Extreme Networks is the sole vendor represented in the materials

bull Partial reimbursement if multiple vendors are represented in materials

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

CUSTOMER TRAINING

INCENTIVES

Training voucher incentive to develop customer knowledge and expertise with Extreme products

bull Copy of training incentive program including rules date of incentive activity anticipated sales revenues wards structure selection criteria sales goals eligibility requirements and award incentives

bull Performance metrics on incentive program with Sales Rep Names customer awards

bull Copy of itemized invoices or 3rd party invoices receipts of training voucher purchase

bull Name of Customers awarded training vouchers

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100

bull Maximum $25K

bull Training voucher orders over $5k must obtain Extreme Networks Channel Director approval and email of approval uploaded as proof of performance to claim

NOT FOR RESALE (NFR)

EQUIPMENT

Extreme equipment to be used for demonstration purposes to drive customer awareness and sales

Approved quote from NFR Desk Request Form found on PartnerNetValue of equipment ordered is in accordance with the NFR program

bull Invoice from Extreme Networks or Extreme Networks Distributor for NFR equipment purchased

bull Invoice to Extreme Networks for amount to be reimbursed

bull List of NFR equipment serial numbers

bull 100 up to $25K net price per Extreme Networks fiscal year

bull Demo gear Reimbursement is not to exceed 30 of overall EDF Funds accrued

bull NFR program is for demo equipment only

bull Internal use equipment and equipment customer proof-of-concept is not reimbursable via EDF please contact your Extreme Account Manager for Proof of Concept process

LOCALIZATION TRANSLATION

Third party translation of Extreme Networks assets and campaigns that are not provided in partnerrsquos local language

bull Asset to be translated

bull Original invoice from3rd party

bull 100 if Extreme Networks marketing resources are not able to provide translation services

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

CONTENT SYNDICATION

3rd Partner Outsourced Content Syndication Services (EXAMPLE TechTarget)

bull Reachnumber of impressionsnumber of views

bull Number of downloaded assets

bull Copy of itemized 3rd party invoicesreceipts or current internal expense rate card on file with Extreme Networks

bull Invoice Summary for amount to be reimbursed

bull Original screenshot of the activity with related asset featuring the components and the dates of the activity(displaying Extreme Networks name or logo)

bull 50 standard reimbursement as an individual activity

bull 50 to 100 if activity is part of a multi touch integrated campaign

bull Full copy of text including featured product(s) or solutions

bull URL links to social sites

bull If applicable the appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

ADVERTISING CATALOG

SPONSORSHIP BANNERS

Promotional activities that involve Advertisements in magazines catalogs newspapers journals online banner advertising and promotions media broadcasts on radio and TV networks videos inserts and flyers in publicationsMust include Extreme Networks mention and or logo and call to action

bull Copy of proposal including insertion dates publication name and total net cost

bull Original sample displaying Extreme Networks name or logo of magazine newspaper script flyer banner or video link featuring the ad and the date of publication

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates publication name and to talnet cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Final sample of advertisement

bull 50 standard reimbursement

bull Up to 100 if part of Extreme Networks campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

bull Extreme Networks audible announcement twice during any

bull 30-second commercial segment is recommended

bull Call to action Web address with complete URL

bull For any advertising sponsorships that exceed a duration of90 days Partner must submit quarterly PAs and claim reimbursement on a quarterly basis

CUSTOMER LITERATURE OR

COLLATERAL

Any type of tool that will aid in the understanding and selling of Extreme Networks products or solution service offerings to end users This can include Brochures product guides data sheets white papers and training presentations

bull Description of how asset will be used

bull Copy of asset

bull Copy of itemized 3rd party invoicesreceipts showing total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Sample of original finished literature

bull 50 standard reimbursement

bull Up to 100 if part of Extreme Networks campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS

PROMOTIONAL MERCHANDISE

Purchase promotional merchandise to promote Extreme Networks and Extreme Networks products

bull Quantity purchased

bull Description of how merchandise will be used

bull Photo or sample of the final promotional merchandise (must display Extreme Networks logo)

bull Copy of itemized 3rd party invoicesreceipts

bull 50 standard reimbursement

bull Up to 100 reimbursement may be approved if promotional merchandise is part of an approved partner sponsored activity promoting Extreme as the only vendor pending Extremersquos approval

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull For public sector customer gift rules limits must be considered before promotional merchandise can be offered (ex US Federal has a $20limit)

SEARCH ENGINE PLACEMENT

bull Purchase space on Internet search engines to increase hits to site(s) that promotes Extreme Networks and Extreme Networks products

bull Copy of proposal showing insertion dates and total net cost

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates and total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Keyword report (impressions clicks click- thru rate costclick etc)

bull Original screenshot of the campaign featuring the components and the dates of the campaign (displaying Extreme name or logo)

bull 50 standard reimbursement

bull 50 ndash 100 if activity is part of a multi touch integrated campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on the PartnerNet and must be prominently displayed and unaltered

bull We recommend your campaign promotes an asset or strong call to action to optimize performance

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

FUNDED HEADCOUNT

PROGRAM

To create focus and dedication at the partner level so that both Extreme and the partner are able to drive key strategic initiatives

bull Copy of the counter signed Funded Head agreement between Extreme and partner

Agreement found on PartnerNet please contact your Channel Account Manager for details on this program prior to submitting the pre-approval

bull Copy of employee pay stub from period seeking reimbursement

bull Copy of quarterly reporting along with documentation of achieved metrics

bull Invoice to Extreme for amount of agreed upon reimbursement

bull Copy of employee pay stub from period seeking reimbursement

bull Copy of quarterly reporting along with documentation of achieved metrics

bull Invoice to Extreme for amount of agreed upon reimbursement

bull Up to 50 of annual salary

bull Reimbursement should not exceed 40 of partners total EDF accrual

bull All funded heads require regional Channel Director approval

bull Program available only to Platinum and Diamond level partners unless otherwise approved in writing by Extreme All partners must meet program requirements set forth in the Funded Head Agreement

bull Pre-Approval to be submitted at beginning of Extreme fiscal quarter and claimed at end of that same fiscal quarter

bull Contract terms are one year with quarterly metrics review and may be terminated with 30 day written notice based on non-performance of objectives

EXTREME NETWORKS CUSTOMER

CASE STUDY

Development of a printed or video case study that details a customerrsquos positive experience with Extreme Networks Must include benefit customer received and customerrsquos endorsement of Extreme Networks

bull Draft copy must be reviewed and approved by Extreme Networks

bull Number of copies to be printed

bull Copy of final version of Case Study

bull Copy of itemized 3rd party invoices

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement contingent on review and final approval of case study by Extreme Networks

bull Development and writing of case studies is offered through Extreme Networks Concierge Service in some regions please contact your Extreme Channel Manager for information

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

BUSINESS CONSULTING

Extreme Networks approved workshops to help Extreme initiatives and strategies to the partner

bull Confirmation to attend webinar workshop

bull Confirmation of attendance

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100 bull All consulting is conducted by an Extreme Networks approved 3rd party vendor

httpwwwextremenetworkscomcontact Phone +1-408-579-2800

WWWEXTREMENETWORKSCOM

copy2017 Extreme Networks Inc All rights reserved Extreme Networks and the Extreme Networks logo are trademarks or registered trademarks of Extreme Networks Inc in the United States andor other countries All other names are the property of their respective owners For additional information on Extreme Networks Trademarks please see httpwwwextremenetworkscomcompanylegaltrademarks Specifications and product availability are subject to change without notice 11547-0217-09

EDF Program Overview 18

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

ASSETS COLLATERAL

Any type of tool that will aid in the understanding and selling of Extreme products to end users This can include brochures product guides white papers and data sheets that are unique and not already available to partners by Extreme Networks

bull Description of how assets will be utilized

bull Draft copy must be reviewed and approved by Extreme Networks

bull Copy of completed sales tool

bull Copy of itemized 3rd party invoicesreceipts or current

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 50 standard reimbursement contingent on review and final approval of asset by Extreme Networks

bull Up to 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks as part of an integrated campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

WEB PAGE CREATION

Creation of web type tool that will aid in the understanding and selling of Extreme Networks products This includes landing pages and micro sites that are specific to Extreme Networks including downloadable assets such as brochures product guides videos and presentations for end users

bull Third party proposal SOW that describes deliverable related to Extreme Networks

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull Screen shot of the live web page(s) including specific URL

bull Email verification from Extreme Networks employee of approved copy

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement if Extreme Networks is the only vendor represented on the web page contingent on review and final approval of content by Extreme Networks

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

NOT ELIGIBLE Company website development (infrastructure)

bull Monthly charges for server usage hardware software required for implementation or online charges

TRAINING

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS PARTNER

CERTIFICATION TRAINING

Training and Certification for partner employees Extreme Networks approved eLearning courses only from Extreme Networks education website where Extreme Networks certification is achieved

bull Number names of individuals to be certified

bull Copy of itemized 3rd party invoices receipts

bull Copy of invoice fromExtreme Netw orks Distribution

bullCredit card transaction receipt

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 standard reimbursement

bull All courses must be Extreme Networks eLEarning course offerings

Page 2: Extreme Development Funds Global Partner MDF …extremenetworks.channel-fusion.com/documents/EDFGuidelines.pdf · Extreme Development Funds Global Partner MDF Program Guide ... EDF

PROGRAM OVERVIEW

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

How to Use Extreme Development Funds (EDF) to Increase Demand for Your Business The Extreme Development Funds (EDF) program is a plan-based program that

authorized Partners of Extreme Networks Inc (Extreme) may use to support the

development of new and existing customer relationships It enables partners to

grow their Extreme business through external marketing campaigns enablement

andor sales initiatives that generate demand for Extreme products This will

benefit both Extreme and the partner and deliver a return on investment (ROI)

greater than either party could achieve independently Under the terms of the

EDF program Extreme will reimburse partners for a percentage of approved

costs that the partner has incurred Partners participating in the EDF Program

will have access to an EDF Portal through PartnerNet that allows management of

participation in the EDF Program including viewing fund availability submitting

requests for Pre-Approvals (PA) and initiating claims for executed activities

Participating partners must accept the EDF Program Terms and Conditions in the

EDF Portal prior to participating in the EDF Program

A partner that meets the following criteria during a particular fund period may

participate in the EDF Program during that fund period

EDF Program Overview

Under Eligibility and UsageAll Diamond and Platinum level partners in good standing are eligible to participate

in the EDF program A partner in good standing will be compliant with EPN program

level requirements such as training certifications business plans Extreme Networks

partnership promotion on company website and minimum sales revenue goals The

partner should schedule a marketing planning meeting with their Extreme Channel

Representative to review past activities and results as well as review the current

proposed marketing plan The marketing plan will include strategic goals proposed

activities and the ROI metrics by which the activities will be measured Business

Marketing Plan templates can be found on PartnerNet Marketing plans must be

submitted in advance of EDF usage

Funding periods begin on the 15th of each fiscal quarter EDF accruals will be split into

two buckets based on the percentages below EDF Funds are available for approximately

9 months and expire on the 15th of the expiring month Training funds are available for

approximately 3 months Activities under each category are outlined in the EDF Matrix

and will be pulled automatically from the corresponding bucket of funds Funds can not

be transferred from one bucket to the other

For questions please contact extremeedfchannel-fusioncom

EDF ACTIVITY TYPE USAGE

80 Extreme Development Funds Demand Gen Enablement Awareness

20 Training Funds eLearning Only

Pre-Approval of ActivitiesPartners are required to obtain Pre-Approval (PA) of activities for which they intend to

seek reimbursement A Pre-Approval request must be approved via the EDF portal prior

to any financial commitment of activity and will not be approved after an activity has

taken place The process for obtaining a PA is described in more detail in the General

Rules for Requesting and Claiming Funds section Costs associated with activities

undertaken without Prior Approval may not be reimbursed at Extremersquos discretion

Activities may be granted a PA based upon Extreme Networks strategic objectives the

activities ability to deliver incremental pipeline net new sales opportunities and the

expected return on investment (ROI)

Proof of Performance (PoP) and Return on Investment (ROI) MetricsPartners must also provide proof of the funds spent against the claimed activity and

must provide information regarding the ROI PoP may be used by Extreme to capture

ROI for each funded activity Each activity has different PoP requirements and ROI

metrics and further details are provided below under the EDF Eligible Activity Matrix

Expiration of Allocated EDFEDF will expire on the listed expiration date typically after 9 months Funds may be

claimed by partners at any time throughout the funding period but the funds expire on

their listed expiration date

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

Funds Eligibility

EDF Program Overview 4

Activities currently eligible for EDF reimbursement along with their maximum reimbursement percentage proof of performance requirements and ROI metrics are outlined in section 10 in the EDF Eligibility Activity Matrix

Funding for Eligible Activities is not guaranteed and is subject to approval by your Extreme Networks representative The final eligible reimbursable amount will be reflected in the approved PA request Extreme Networks reserves the right to change the Eligible Activities from time to time and partners should always refer to the EDF Program Guide published on PartnerNet to ensure they are using the latest version

Use of the Extreme Networks logo or branding in an Eligible Activity (ex promo item direct mail piece etc) must first be reviewed and approved by your Extreme Networks representative prior to final production to confirm the logo is used in accordance with Extreme Networks branding guidelines

Unless otherwise noted reimbursement per activity is typically reimbursed beginning at 50 but the percentage can increase as determined by the EDF Eligible Activity Matrix the partner businessmarketing plan and your Extreme Networks

representative and is reflected in the Pre-Approval

Extreme Networks offers partners ready-made marketing solutions and assets to leverage

Visit Demand Center on PartnerNet to view available programs tools and marketing services

Extreme Development Funds (80)DEMAND GENERATION ACTIVITIES

bull Customer Partner Event (DG)

bull Executive Briefing Center Visit (DG)

bull Direct Email Social Media Campaign (DG)

bull Extreme Networks Executive Briefing (DG)

bull Integrated Sales amp Marketing Campaign (DG)

bull List Purchase subscription (DG)

bull Sales Incentives (DG)

bull Telemarketing Campaign (DG)

bull Tradeshow (DG)

ENABLEMENT AND BRAND AWARENESS

bull NFR Demo Equipment (E)

bull Sales Tools Development (E)

bull Funded Headcount (E)

bull Business Consulting Workshops (E)

bull Extreme Specialization Program Certification Requirements (E)

bull Extreme Partner Certification Training - Class Room Training (E)

bull Search Engine Campaign (E)

bull Advertising Catalog Sponsorship Banners (BA)

bull Customer Literature Collateral (BA)

bull Content Syndication (BA)

bull Extreme Networks Promotional Merchandise (BA)

bull Extreme Networks Customer Case Study (BA)

bull Web Page Creation (BA)

Training Funds (20)Extreme Networks Partner Certification Training mdash eLearning only (please use new eLearning voucher numbers only for reimbursement)

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

Eligible Activities

EDF Program Overview 5

EDF Will NOT Be Used to Reimburse the FollowingTRAVELEDF cannot be used to reimburse any travel and associated travel expenses such as

hotel rental car etc except for the reasonable and customary expenses for end customer

travel associated with Extreme Networks Executive Briefings at the San Jose CA Raleigh

NC Salem NH locations or at an Extreme Networks approved Solution Demo facility

Reference the EDF Activity Matrix for travel guidelines Travel for any employee of a

state-owned entity or government MUST have the approval of Extreme Networks Legal

representative before the invitation is extended to the customer

PARTNER OPERATING EXPENSES AND FACILITIESEDF cannot be used to reimburse a partnerrsquos day-to-day operating expenses andor cost

of facilities

ALCOHOLIC BEVERAGESExtreme Networks will not reimburse for alcoholic beverages purchased separate from an

event Alcohol invoice must be from a restaurantcatering service and part of the overall

event bill

CONSULTING EXPENSESExpenses incurred by partner sales engineers or partner consultants are not covered

Consulting expenses for lobbying (legislative or procurement) or sales generating

consulting for public sector customers are not permitted and will not be approved

POLITICAL CHARITY ACTIVITIES AND CONTRIBUTIONSThere will be no funding of political or charity activities or contributions

ENTERTAINMENT ACTIVITIESActivities that include meals sporting events concerts or other events that are

predominantly social in nature are not covered by EDF If entertainment is part of

an approved activity and ROI can be measured to the events success then it can be

approved

INFRASTRUCTURE EQUIPMENTEDF cannot be used for the purchase of infrastructure equipment or software unless

its sole purpose is to demonstrate Extreme Networks solutions to end user customers

or prospects

RECLAIMABLE TAXESInvoices should be raised to either Extreme Networks for the US jurisdiction or

Extreme Networks International Limited for the non US jurisdiction Underlying taxes

incurred by a partner are not eligible for reimbursement with EDF and should be

excluded from the reimbursement claim

PAYMENTS TO THIRD PARTIESEDF is strictly prohibited for payments to third parties on behalf of Extreme

Networks for goods or services not ordered by or for the benefit of the partner or

for any special arrangements driven by Extreme Networks employees

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

Ineligible Activities

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

A partner with available EDF must follow these procedures to request and receive

reimbursement for eligible activities

bull Submitting PA requests for each activity via Extreme Networks EDF Portal is required A PA must be submitted at least 7 days prior to activity start date Any activity that

takes place before a PA has been approved in the EDF Portal will be denied

bull PA approvals will be reviewed within 3 business days of submission Once

approvedthe PA will be available until 60 days after the Activity end date at

which time the PA will expire It is very important to make sure that accurate activity start and end dates are entered into the PA

bull All requests will be assigned a unique PA Number This PA must be approved by

Extreme Networks before the activity can begin and is valid only for the time

period requested

bull Claims for reimbursement must be accompanied by the required Proof of

Performance and ROI documentation (as specified in this document under

the heading ldquoPoPROI Matrixrdquo) If a claim is not submitted with all required

documentation by the PA expiration date the PA will automatically close and

NOT be paid

bull If the PoP supporting documentation is less than the PA approved or claim

amountthe claim will be paid out at the lesser amount upon receipt of the

Partnerrsquos revised invoice to Extreme Networks

bull Claims can be submitted for up to 25 more than the funds requested in the pre-

approval Any amount exceeding 25 of the original approved amount will need

to go back through the PA process

bull Claims submitted for a prefunded not yet approved activity will not be approved

under any circumstances

bull EDF is currently made available in USD While EDF is made available by Extreme

Networks in USD claims that are submitted in another currency will be translated

to USD and claim reimbursement will be calculated using the appropriate

currency rate at time of claim

bull Reimbursement for approved claims that are accompanied by the required

proof of performance will be paid within 30 business days of claim being

approved for payment

bull Invoice from Partner should be uploaded in the claim for the exact amount

inldquoTotal Claim Amountrdquo Extreme billing address should be

N AMERICA LATAM APAC EMEA

Extreme Networks Inc Extreme Networks Ireland Ltd 6480 Via Del Oro Rineanna House

San Jose CA 95119 USA Shannon Free Zone

Shannon Co Clare Ireland VAT No IE8215318B

bull Invoices for claim reimbursement should ONLY be submitted in the EDF

Portalplease do not submit these to our Accounts Payables department directly

otherwise this will hold up the payment processing

Rules for Requesting and Claiming

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

EDF Process at A Glance

ACTION TIMELINE PROCESS

PARTNER SUBMITS PRE-APPROVAL

(PA)

7 days prior to activity start date

Activity start and end dates cannot extend beyond the day before funds are due to expire

PA REVIEWED BY EXTREME

Approximately 2-3 business days from PA submission date

Extreme representatives review PA They may approve deny or request additional information from partner

IF PA APPROVED PARTNER

CONDUCTS ACTIVITY

Partners are notified via emailbull PA is approvedbull Amount percentage of funding

that is approved

PARTNER SUBMITS CLAIM

AGAINST PA

Submit within 60 days after activity end date

Partners are notified via emailbull PA is approvedbull Amount percentage of funding

that is approved

CLAIM VALIDATION

BEGINS

Validation will occur within 5-10 business days of claim submission

bull Partners are notified via email if claim is on hold due to missing or incomplete PoP along with the deadline to provide the information

bull Length of validation process is determined by completeness of required information submitted Incomplete or missing PoP or ROI will delay an approval PoP or ROI that does not align with approved activity details or contains ineligible expenses or other questionable items may also impact the approval timeline

CLAIM AUDIT

COMPLETE

PA Reviewed by Extreme

bull Partner notified via email when claim is validated and payment is on its way

bull Partners will be notified if claim expires before appropriate incomplete or missing PoP is provided or if claim submission is denied

CLAIM IS PAIDPA Reviewed by Extreme

bull Claims are paid within 30 business days from the day the claim is validated

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

Return on Investment (RIO)

Extreme Networks requires partners to provide ROI metrics for marketing activities

to measure the effectiveness of EDF investments Partners must provide metrics

via the EDF Portal twice during the process

bull Initial metric estimate is due at the time the partner submits the PA request

bull Achieved actual metrics are due at the time of claim submission

Measurement of ROI activities under the Demand Generation category is expected

to give 251 Pipeline ROI and 101 on Closed Revenue ROI Please make sure to enter

accurate number of leads For details on deal registration please visit PartnerNet

The submitted ROI may be leveraged to make decisions for future funding Partners

are encouraged to submit accurate results in a timely manner to assist in funding

discussions with your Extreme Networks Manager

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

General Terms and Conditions

As a reminder under the terms of your partner agreement with Extreme Networks

you have an obligation to comply with all applicable laws including but not limited

to the anti-corruption laws such as the US Foreign Corrupt Practices Act This means

that neither you nor any of your agents may make any direct or indirect payments of

anything of value for the purpose of obtaining business to any government official

(including any person holding an executive legislative judicial or administrative

office whether elected or appointed or of any public international organization such

as the United Nations or World Bank or any person acting in any official capacity

for or on behalf of such government public enterprise or state-owned business)

any political party or party official any political candidate or any person or entity

who you know will give part of the payments to any of the previously mentioned

categories of people If you have any further questions about the FCPA you may visit

the Department of Justicersquos website at httpwwwusdojgovcriminalfraudfcpa

Any violation of these rules is subject to immediate termination of the Extreme EDF

program and potentially the Extreme Networks Partner Program

bull Extreme Networks will not directly reimburse any 3rd party vendor on behalf of

a partner This is the sole responsibility of the partner

bull With respect to all personally identifiable information that it collects from

customers and prospective customers partners should understand and follow

all applicable privacy laws and regulations Extreme Networks expects that a

partner will have a posted privacy policy that governs its treatment of such

information and is followed by partner honor any opt-out requests in accordance

with applicable law and contact customers and prospective customers only in

accordance with applicable law

bull If a partner agreement is terminated for any reason Extreme Networks will pay

any outstanding claims if already approved by Extreme Networks up to the date

of actual termination On the date of termination all funds will be removed and

any open Prior Approvals will be closed Termination as an Extreme Networks

partner results in ineligibility in the Extreme Networks EDF Program as of the

date of termination

bull Extreme Networks reserves the right to change the terms of the Extreme

Networks EDF Program or revoke the program at any time for any reason

bull In the event that the partner fails to comply with these Terms Extreme Networks

reserves the right to reclaim any incorrect claims and the costs of an audit

exclude partner from Extreme Networks EDF Program or exclude partner from

the EPN program or other applicable programs

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration and Support 10

EDF Activity Matrix 11

EDF Training Funds Administration and Support

Extreme has contracted Channel Fusion for global EDF program administration

including management of funds activities and claims via their online portal audits

on claims

When necessary Channel Fusion representatives may contact partners directly

via phone or email and also via automated emails throughout various stages of

the funding life cycle (eg PA-related emails claim related emails fund expiration

notices etc)

All information and documents provided by partners through the DEVELOPMENT

FUNDS Portal are stored on secure servers and shared only between our 3rd party

vendor and Extreme as part of the claims auditing and payment administration

process The information is not shared with third parties except where required by

internal audit andor SOX compliance purposes

Extreme has a dedicated team of specialists available to support the

EDF program All inquiries should be submitted to your local resource or

partnerprogramsextremenetworkscom

Extremersquos goal is to respond to inquiries and resolve issues as quickly as possible

While we aim to respond to inquiries within 24 hours of receipt and resolve issues

within three business days there may be circumstances that prevent us from

meeting those timelines

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

CUSTOMER OR

PARTNER EVENT

Customer prospect or Partner Seminar Webinar Event hosted and driven by the partner focused on Extreme Networks or a joint solution with an Extreme Networks Technology Solutions Partner

bull Event must include a presentation by an Extreme Networks employee Partner representative or a customer speaking on behalf of Extreme Networks

bull Minimum 30 minutes of Extreme Networks content speaking time is required

bull Original invitation and detailed agenda for event

bull Identify confirmed Extreme Networks presenter Invitation list

bull Attendee list

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull Photo displaying Extreme Networks name or logo on a presentation banner event booklet etc showing Extreme representation

Event

bull 50 standard reimbursement if Extreme is the sole vendor represented

bull Up to 100 if the following criteria are met

bull Extreme Networks is the sole vendor represented and speaking engagement with an Extreme Networks subject matter expert to present ampor support event

bull If multiple vendors are represented Extreme will reimburse a fair percentage based on the number of vendors

Partner ROI Guidelines Events should consistently meet 20x investment ROI expectations or achievements of ROI expectations set by CAM during business planning

bull The appropriate Extreme logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Attendee list must contain Company and Customer Names

bull Exceptions made to 30 minute speaking requirement when the event is a table top round table or speed meeting event (Partner must enter

ldquotable top round table or speed meeting eventrdquo in activity description to avoid claim being put on hold)

NOT ELIGIBLE

bull Booth purchase or construction ndash booth rental is eligible

TRADESHOW

Participation in a tradeshow sponsored by a 3rd party industry or partner to promote Extreme Networks and the sale of Extreme Networks products

bull Copy of itemized sponsorship document with dollar amount

bull Identify confirmed Extreme Networks presenter

Copy of itemized 3rd party invoicesreceipts or fully executed sponsorship contract with dollar amount

bull Attendee list if available

bull List of leads generated from event

bull Complete package of collateral - if applicable

bull Photo of booth displaying Extreme Networks branding

bull Invoice to Extreme Networks for amount to be reimbursed

Event

bull bull50 standard reimbursement

bull Up to 100 if the following criteria are met

bull Extreme Networks is the sole vendor represented

bull Speaking Engagement with and Extreme Networks executive (Sr Director or above) or subject matter expert to present and or support event

bull Minimum 30 minutes of Extreme Networks content speaking time is required CAM during business planning

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Attendee and lead list must contain Company Name Customer Name

NOT ELIGIBLE

bull Booth purchase or construction ndash booth rental is eligible

bull Attendee registration fees

EDF Activity Matrix

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

DIRECT MAIL OR EMAIL CAMPAIGN

bull Creative development production printing and postage of direct mail or email pieces product flyers postcard announcements newsletters and campaign materials

bull Specific list purchase for purpose of mailing

bull Copy of itemized 3rd party proposal showing insertion dates publication name and total net cost

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates publication name and total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Original samplephoto or screenshot if internet based of directemail campaign components and dates (displaying Extreme Networks name or logo)

bull Recipient list

Free with Demand Center campaign tools

bull bull50 standard reimbursement if developed and executed by partner

Or

bull 50- 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks

ROI Guidelines

bull Email in order to continuously reimburse email activity partners must consistently meet industry standards for ROI (2 click through rate)

bull 1-2 direct mail response rate or ROI expectations set by CAM during business planning

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Annual or Quarterly list subscription services from reputable providers will be reimbursed up to 25 of the monthly quarterly invoice

INTEGRATED SALES AND MARKETING CAMPAIGN

Integrated campaigns to drive partner and Extreme Networks objectives including but not limited to direct mail email telemarketing sales incentive seminar or other approved activities

bull List of all activities included in the Integrated Marketing Campaign must be submitted at time of PA and referenced at time of claim

bull At claim Proof of Performance (PoP)for each activity must be submitted

bull Invoice to Extreme Networks for amount to be reimbursed

bull 50 standard reimbursement

bull Up to 100 depending on strength of plan proposed by partner andor delivered with Extreme Networks concierge (USCAN only) or marketing support from Extreme Networks in APAC LATAM and EMEA

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet must be prominently displayed and unaltered

bull AttendeeLeads list must contain Company Name Customer Name

bull Sample(s) must be provided for quarterly activities being claimed

bull All documentation must specifically reference Extreme Networks

TELEMARKETING CAMPAIGN

APPOINTMENT SETTING

Demand generation telemarketing campaigns conducted by an approved third party vendor on behalf of the partner

Must be Extreme Networks focused or promote a joint solution with an Extreme Networks Technology Solutions Partner Telemarketing for the following

bull Appointment setting

bull Event recruitment

bull BANT lead gen

bull ldquoTele-chaserdquo follow up to direct marketing campaigns

bull Guaranteed number of attendees to an event to be delivered by vendor

bull Copy of draft telemarketing script

bull Call list identifying target name company job title (list of resulting leads andor attendees maybe provided in lieu of this)

bull Copy of itemized 3rd party invoicesreceipts

bull Copy of final telemarketing script

bull Invoice to Extreme Networks for amount to be reimbursed

bull 50 standard reimbursement for lead gen to develop BANT qualified leads

bull Up to 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks

bull For appointment setting campaigns Sliding scale of 50-100 based on performance against guaranteed appointment goal

bull List must contain Company Name Customer Name and

bull Meeting date if appointment setting

bull Registered attendees if event recruitment

bull Lead designations if lead generation

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS EXECUTIVE BRIEFING

Extreme Networks executive briefings for customers of Extreme Networks partners held in San Jose CA or Salem NH Raleigh NC or an approved Solution Demo facility Customer deal size must be in excess of$200000

bull Number of customers attending

bull Estimated Extreme Networks Pipeline

bull Attendee list

bull Copy of all itemized receipts for lodging and transportation fare showing dates cost and flight class

bull Proof of invitation and detailed agenda for event

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 standard reimbursement

bull Airfare coacheconomy only

bull Maximum reimbursement of 2 nights hotel stay 3 nights for international

bull Maximum 3 days car rental 4 days for international

bull Attendee list must contain Company Name Customer Name

bull Travel reimbursement is for customers only

NOT ELIGIBLE Meals alcohol and entertainment activities outside of EBC visit

SALES INCENTIVES

Partner sales incentive or SPIF to generate incremental revenue for indicated quarter providing the incentive activity complies with Extreme Networks guidelines and policies for reimbursement as well as local and international law

bull Copy of incentive program including rules date of incentive activity anticipated sales revenues awards structure selection criteria sales goals eligibility requirements and award incentives

bull Performance metrics on incentive program with Sales Rep Names attainment and total Payout amounts

bull Copy of itemized invoices or 3rd party invoices receipts andor Point of Sale (POS) report

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100

bull Maximum of $25K

bull Activities over $25k must obtain Extreme Networks Sr Director approval and email of approval uploaded as proof of performance to claim

bull Partner is liable for applicable income taxes or other as they apply in hisher region

LISTPURCHASE

SUBSCRIPTION

Custom contact discovery list rentals or purchases and subscription based services (Example vendor Rain King)

bull Target market and list parameters

bull Company target list if available

bull Quantity of contacts expected

bull 3rd party rentalpurchase name

bull Custom contact discovery and list purchases actual list of contacts developed

bull List rentals Copy of itemized invoices from rental agency showing insertions dates quantity

Standalone Lists

bull bull50 for standalone list build not part of an integrated campaign

bull 50-100 if part of an integrated campaign (email tele) deployed by Concierge or Extreme Networks

bull 25 for annual list subscriptions (ex Rain King)

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Annual or Quarterly list subscription services from reputable providers will be reimbursed up to 25 of the monthly quarterly invoice

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

PARTNER SALES TOOL

DEVELOPMENT

Creation of sales tool (eg product guide cheat sheet competitive matrixes) used to educate the partner to enable improved and faster selling of Extreme Networks products and solutions

bull Number of partner rep strainedutilizing tool

bull Draft copy must be reviewed and approved by Extreme Networks

bull Copy of completed sales tool

bull Email verification from Extreme Networks employee of approved copy

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 if Extreme Networks is the sole vendor represented in the materials

bull Partial reimbursement if multiple vendors are represented in materials

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

CUSTOMER TRAINING

INCENTIVES

Training voucher incentive to develop customer knowledge and expertise with Extreme products

bull Copy of training incentive program including rules date of incentive activity anticipated sales revenues wards structure selection criteria sales goals eligibility requirements and award incentives

bull Performance metrics on incentive program with Sales Rep Names customer awards

bull Copy of itemized invoices or 3rd party invoices receipts of training voucher purchase

bull Name of Customers awarded training vouchers

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100

bull Maximum $25K

bull Training voucher orders over $5k must obtain Extreme Networks Channel Director approval and email of approval uploaded as proof of performance to claim

NOT FOR RESALE (NFR)

EQUIPMENT

Extreme equipment to be used for demonstration purposes to drive customer awareness and sales

Approved quote from NFR Desk Request Form found on PartnerNetValue of equipment ordered is in accordance with the NFR program

bull Invoice from Extreme Networks or Extreme Networks Distributor for NFR equipment purchased

bull Invoice to Extreme Networks for amount to be reimbursed

bull List of NFR equipment serial numbers

bull 100 up to $25K net price per Extreme Networks fiscal year

bull Demo gear Reimbursement is not to exceed 30 of overall EDF Funds accrued

bull NFR program is for demo equipment only

bull Internal use equipment and equipment customer proof-of-concept is not reimbursable via EDF please contact your Extreme Account Manager for Proof of Concept process

LOCALIZATION TRANSLATION

Third party translation of Extreme Networks assets and campaigns that are not provided in partnerrsquos local language

bull Asset to be translated

bull Original invoice from3rd party

bull 100 if Extreme Networks marketing resources are not able to provide translation services

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

CONTENT SYNDICATION

3rd Partner Outsourced Content Syndication Services (EXAMPLE TechTarget)

bull Reachnumber of impressionsnumber of views

bull Number of downloaded assets

bull Copy of itemized 3rd party invoicesreceipts or current internal expense rate card on file with Extreme Networks

bull Invoice Summary for amount to be reimbursed

bull Original screenshot of the activity with related asset featuring the components and the dates of the activity(displaying Extreme Networks name or logo)

bull 50 standard reimbursement as an individual activity

bull 50 to 100 if activity is part of a multi touch integrated campaign

bull Full copy of text including featured product(s) or solutions

bull URL links to social sites

bull If applicable the appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

ADVERTISING CATALOG

SPONSORSHIP BANNERS

Promotional activities that involve Advertisements in magazines catalogs newspapers journals online banner advertising and promotions media broadcasts on radio and TV networks videos inserts and flyers in publicationsMust include Extreme Networks mention and or logo and call to action

bull Copy of proposal including insertion dates publication name and total net cost

bull Original sample displaying Extreme Networks name or logo of magazine newspaper script flyer banner or video link featuring the ad and the date of publication

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates publication name and to talnet cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Final sample of advertisement

bull 50 standard reimbursement

bull Up to 100 if part of Extreme Networks campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

bull Extreme Networks audible announcement twice during any

bull 30-second commercial segment is recommended

bull Call to action Web address with complete URL

bull For any advertising sponsorships that exceed a duration of90 days Partner must submit quarterly PAs and claim reimbursement on a quarterly basis

CUSTOMER LITERATURE OR

COLLATERAL

Any type of tool that will aid in the understanding and selling of Extreme Networks products or solution service offerings to end users This can include Brochures product guides data sheets white papers and training presentations

bull Description of how asset will be used

bull Copy of asset

bull Copy of itemized 3rd party invoicesreceipts showing total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Sample of original finished literature

bull 50 standard reimbursement

bull Up to 100 if part of Extreme Networks campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS

PROMOTIONAL MERCHANDISE

Purchase promotional merchandise to promote Extreme Networks and Extreme Networks products

bull Quantity purchased

bull Description of how merchandise will be used

bull Photo or sample of the final promotional merchandise (must display Extreme Networks logo)

bull Copy of itemized 3rd party invoicesreceipts

bull 50 standard reimbursement

bull Up to 100 reimbursement may be approved if promotional merchandise is part of an approved partner sponsored activity promoting Extreme as the only vendor pending Extremersquos approval

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull For public sector customer gift rules limits must be considered before promotional merchandise can be offered (ex US Federal has a $20limit)

SEARCH ENGINE PLACEMENT

bull Purchase space on Internet search engines to increase hits to site(s) that promotes Extreme Networks and Extreme Networks products

bull Copy of proposal showing insertion dates and total net cost

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates and total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Keyword report (impressions clicks click- thru rate costclick etc)

bull Original screenshot of the campaign featuring the components and the dates of the campaign (displaying Extreme name or logo)

bull 50 standard reimbursement

bull 50 ndash 100 if activity is part of a multi touch integrated campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on the PartnerNet and must be prominently displayed and unaltered

bull We recommend your campaign promotes an asset or strong call to action to optimize performance

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

FUNDED HEADCOUNT

PROGRAM

To create focus and dedication at the partner level so that both Extreme and the partner are able to drive key strategic initiatives

bull Copy of the counter signed Funded Head agreement between Extreme and partner

Agreement found on PartnerNet please contact your Channel Account Manager for details on this program prior to submitting the pre-approval

bull Copy of employee pay stub from period seeking reimbursement

bull Copy of quarterly reporting along with documentation of achieved metrics

bull Invoice to Extreme for amount of agreed upon reimbursement

bull Copy of employee pay stub from period seeking reimbursement

bull Copy of quarterly reporting along with documentation of achieved metrics

bull Invoice to Extreme for amount of agreed upon reimbursement

bull Up to 50 of annual salary

bull Reimbursement should not exceed 40 of partners total EDF accrual

bull All funded heads require regional Channel Director approval

bull Program available only to Platinum and Diamond level partners unless otherwise approved in writing by Extreme All partners must meet program requirements set forth in the Funded Head Agreement

bull Pre-Approval to be submitted at beginning of Extreme fiscal quarter and claimed at end of that same fiscal quarter

bull Contract terms are one year with quarterly metrics review and may be terminated with 30 day written notice based on non-performance of objectives

EXTREME NETWORKS CUSTOMER

CASE STUDY

Development of a printed or video case study that details a customerrsquos positive experience with Extreme Networks Must include benefit customer received and customerrsquos endorsement of Extreme Networks

bull Draft copy must be reviewed and approved by Extreme Networks

bull Number of copies to be printed

bull Copy of final version of Case Study

bull Copy of itemized 3rd party invoices

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement contingent on review and final approval of case study by Extreme Networks

bull Development and writing of case studies is offered through Extreme Networks Concierge Service in some regions please contact your Extreme Channel Manager for information

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

BUSINESS CONSULTING

Extreme Networks approved workshops to help Extreme initiatives and strategies to the partner

bull Confirmation to attend webinar workshop

bull Confirmation of attendance

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100 bull All consulting is conducted by an Extreme Networks approved 3rd party vendor

httpwwwextremenetworkscomcontact Phone +1-408-579-2800

WWWEXTREMENETWORKSCOM

copy2017 Extreme Networks Inc All rights reserved Extreme Networks and the Extreme Networks logo are trademarks or registered trademarks of Extreme Networks Inc in the United States andor other countries All other names are the property of their respective owners For additional information on Extreme Networks Trademarks please see httpwwwextremenetworkscomcompanylegaltrademarks Specifications and product availability are subject to change without notice 11547-0217-09

EDF Program Overview 18

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

ASSETS COLLATERAL

Any type of tool that will aid in the understanding and selling of Extreme products to end users This can include brochures product guides white papers and data sheets that are unique and not already available to partners by Extreme Networks

bull Description of how assets will be utilized

bull Draft copy must be reviewed and approved by Extreme Networks

bull Copy of completed sales tool

bull Copy of itemized 3rd party invoicesreceipts or current

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 50 standard reimbursement contingent on review and final approval of asset by Extreme Networks

bull Up to 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks as part of an integrated campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

WEB PAGE CREATION

Creation of web type tool that will aid in the understanding and selling of Extreme Networks products This includes landing pages and micro sites that are specific to Extreme Networks including downloadable assets such as brochures product guides videos and presentations for end users

bull Third party proposal SOW that describes deliverable related to Extreme Networks

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull Screen shot of the live web page(s) including specific URL

bull Email verification from Extreme Networks employee of approved copy

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement if Extreme Networks is the only vendor represented on the web page contingent on review and final approval of content by Extreme Networks

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

NOT ELIGIBLE Company website development (infrastructure)

bull Monthly charges for server usage hardware software required for implementation or online charges

TRAINING

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS PARTNER

CERTIFICATION TRAINING

Training and Certification for partner employees Extreme Networks approved eLearning courses only from Extreme Networks education website where Extreme Networks certification is achieved

bull Number names of individuals to be certified

bull Copy of itemized 3rd party invoices receipts

bull Copy of invoice fromExtreme Netw orks Distribution

bullCredit card transaction receipt

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 standard reimbursement

bull All courses must be Extreme Networks eLEarning course offerings

Page 3: Extreme Development Funds Global Partner MDF …extremenetworks.channel-fusion.com/documents/EDFGuidelines.pdf · Extreme Development Funds Global Partner MDF Program Guide ... EDF

Under Eligibility and UsageAll Diamond and Platinum level partners in good standing are eligible to participate

in the EDF program A partner in good standing will be compliant with EPN program

level requirements such as training certifications business plans Extreme Networks

partnership promotion on company website and minimum sales revenue goals The

partner should schedule a marketing planning meeting with their Extreme Channel

Representative to review past activities and results as well as review the current

proposed marketing plan The marketing plan will include strategic goals proposed

activities and the ROI metrics by which the activities will be measured Business

Marketing Plan templates can be found on PartnerNet Marketing plans must be

submitted in advance of EDF usage

Funding periods begin on the 15th of each fiscal quarter EDF accruals will be split into

two buckets based on the percentages below EDF Funds are available for approximately

9 months and expire on the 15th of the expiring month Training funds are available for

approximately 3 months Activities under each category are outlined in the EDF Matrix

and will be pulled automatically from the corresponding bucket of funds Funds can not

be transferred from one bucket to the other

For questions please contact extremeedfchannel-fusioncom

EDF ACTIVITY TYPE USAGE

80 Extreme Development Funds Demand Gen Enablement Awareness

20 Training Funds eLearning Only

Pre-Approval of ActivitiesPartners are required to obtain Pre-Approval (PA) of activities for which they intend to

seek reimbursement A Pre-Approval request must be approved via the EDF portal prior

to any financial commitment of activity and will not be approved after an activity has

taken place The process for obtaining a PA is described in more detail in the General

Rules for Requesting and Claiming Funds section Costs associated with activities

undertaken without Prior Approval may not be reimbursed at Extremersquos discretion

Activities may be granted a PA based upon Extreme Networks strategic objectives the

activities ability to deliver incremental pipeline net new sales opportunities and the

expected return on investment (ROI)

Proof of Performance (PoP) and Return on Investment (ROI) MetricsPartners must also provide proof of the funds spent against the claimed activity and

must provide information regarding the ROI PoP may be used by Extreme to capture

ROI for each funded activity Each activity has different PoP requirements and ROI

metrics and further details are provided below under the EDF Eligible Activity Matrix

Expiration of Allocated EDFEDF will expire on the listed expiration date typically after 9 months Funds may be

claimed by partners at any time throughout the funding period but the funds expire on

their listed expiration date

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

Funds Eligibility

EDF Program Overview 4

Activities currently eligible for EDF reimbursement along with their maximum reimbursement percentage proof of performance requirements and ROI metrics are outlined in section 10 in the EDF Eligibility Activity Matrix

Funding for Eligible Activities is not guaranteed and is subject to approval by your Extreme Networks representative The final eligible reimbursable amount will be reflected in the approved PA request Extreme Networks reserves the right to change the Eligible Activities from time to time and partners should always refer to the EDF Program Guide published on PartnerNet to ensure they are using the latest version

Use of the Extreme Networks logo or branding in an Eligible Activity (ex promo item direct mail piece etc) must first be reviewed and approved by your Extreme Networks representative prior to final production to confirm the logo is used in accordance with Extreme Networks branding guidelines

Unless otherwise noted reimbursement per activity is typically reimbursed beginning at 50 but the percentage can increase as determined by the EDF Eligible Activity Matrix the partner businessmarketing plan and your Extreme Networks

representative and is reflected in the Pre-Approval

Extreme Networks offers partners ready-made marketing solutions and assets to leverage

Visit Demand Center on PartnerNet to view available programs tools and marketing services

Extreme Development Funds (80)DEMAND GENERATION ACTIVITIES

bull Customer Partner Event (DG)

bull Executive Briefing Center Visit (DG)

bull Direct Email Social Media Campaign (DG)

bull Extreme Networks Executive Briefing (DG)

bull Integrated Sales amp Marketing Campaign (DG)

bull List Purchase subscription (DG)

bull Sales Incentives (DG)

bull Telemarketing Campaign (DG)

bull Tradeshow (DG)

ENABLEMENT AND BRAND AWARENESS

bull NFR Demo Equipment (E)

bull Sales Tools Development (E)

bull Funded Headcount (E)

bull Business Consulting Workshops (E)

bull Extreme Specialization Program Certification Requirements (E)

bull Extreme Partner Certification Training - Class Room Training (E)

bull Search Engine Campaign (E)

bull Advertising Catalog Sponsorship Banners (BA)

bull Customer Literature Collateral (BA)

bull Content Syndication (BA)

bull Extreme Networks Promotional Merchandise (BA)

bull Extreme Networks Customer Case Study (BA)

bull Web Page Creation (BA)

Training Funds (20)Extreme Networks Partner Certification Training mdash eLearning only (please use new eLearning voucher numbers only for reimbursement)

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

Eligible Activities

EDF Program Overview 5

EDF Will NOT Be Used to Reimburse the FollowingTRAVELEDF cannot be used to reimburse any travel and associated travel expenses such as

hotel rental car etc except for the reasonable and customary expenses for end customer

travel associated with Extreme Networks Executive Briefings at the San Jose CA Raleigh

NC Salem NH locations or at an Extreme Networks approved Solution Demo facility

Reference the EDF Activity Matrix for travel guidelines Travel for any employee of a

state-owned entity or government MUST have the approval of Extreme Networks Legal

representative before the invitation is extended to the customer

PARTNER OPERATING EXPENSES AND FACILITIESEDF cannot be used to reimburse a partnerrsquos day-to-day operating expenses andor cost

of facilities

ALCOHOLIC BEVERAGESExtreme Networks will not reimburse for alcoholic beverages purchased separate from an

event Alcohol invoice must be from a restaurantcatering service and part of the overall

event bill

CONSULTING EXPENSESExpenses incurred by partner sales engineers or partner consultants are not covered

Consulting expenses for lobbying (legislative or procurement) or sales generating

consulting for public sector customers are not permitted and will not be approved

POLITICAL CHARITY ACTIVITIES AND CONTRIBUTIONSThere will be no funding of political or charity activities or contributions

ENTERTAINMENT ACTIVITIESActivities that include meals sporting events concerts or other events that are

predominantly social in nature are not covered by EDF If entertainment is part of

an approved activity and ROI can be measured to the events success then it can be

approved

INFRASTRUCTURE EQUIPMENTEDF cannot be used for the purchase of infrastructure equipment or software unless

its sole purpose is to demonstrate Extreme Networks solutions to end user customers

or prospects

RECLAIMABLE TAXESInvoices should be raised to either Extreme Networks for the US jurisdiction or

Extreme Networks International Limited for the non US jurisdiction Underlying taxes

incurred by a partner are not eligible for reimbursement with EDF and should be

excluded from the reimbursement claim

PAYMENTS TO THIRD PARTIESEDF is strictly prohibited for payments to third parties on behalf of Extreme

Networks for goods or services not ordered by or for the benefit of the partner or

for any special arrangements driven by Extreme Networks employees

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

Ineligible Activities

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

A partner with available EDF must follow these procedures to request and receive

reimbursement for eligible activities

bull Submitting PA requests for each activity via Extreme Networks EDF Portal is required A PA must be submitted at least 7 days prior to activity start date Any activity that

takes place before a PA has been approved in the EDF Portal will be denied

bull PA approvals will be reviewed within 3 business days of submission Once

approvedthe PA will be available until 60 days after the Activity end date at

which time the PA will expire It is very important to make sure that accurate activity start and end dates are entered into the PA

bull All requests will be assigned a unique PA Number This PA must be approved by

Extreme Networks before the activity can begin and is valid only for the time

period requested

bull Claims for reimbursement must be accompanied by the required Proof of

Performance and ROI documentation (as specified in this document under

the heading ldquoPoPROI Matrixrdquo) If a claim is not submitted with all required

documentation by the PA expiration date the PA will automatically close and

NOT be paid

bull If the PoP supporting documentation is less than the PA approved or claim

amountthe claim will be paid out at the lesser amount upon receipt of the

Partnerrsquos revised invoice to Extreme Networks

bull Claims can be submitted for up to 25 more than the funds requested in the pre-

approval Any amount exceeding 25 of the original approved amount will need

to go back through the PA process

bull Claims submitted for a prefunded not yet approved activity will not be approved

under any circumstances

bull EDF is currently made available in USD While EDF is made available by Extreme

Networks in USD claims that are submitted in another currency will be translated

to USD and claim reimbursement will be calculated using the appropriate

currency rate at time of claim

bull Reimbursement for approved claims that are accompanied by the required

proof of performance will be paid within 30 business days of claim being

approved for payment

bull Invoice from Partner should be uploaded in the claim for the exact amount

inldquoTotal Claim Amountrdquo Extreme billing address should be

N AMERICA LATAM APAC EMEA

Extreme Networks Inc Extreme Networks Ireland Ltd 6480 Via Del Oro Rineanna House

San Jose CA 95119 USA Shannon Free Zone

Shannon Co Clare Ireland VAT No IE8215318B

bull Invoices for claim reimbursement should ONLY be submitted in the EDF

Portalplease do not submit these to our Accounts Payables department directly

otherwise this will hold up the payment processing

Rules for Requesting and Claiming

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

EDF Process at A Glance

ACTION TIMELINE PROCESS

PARTNER SUBMITS PRE-APPROVAL

(PA)

7 days prior to activity start date

Activity start and end dates cannot extend beyond the day before funds are due to expire

PA REVIEWED BY EXTREME

Approximately 2-3 business days from PA submission date

Extreme representatives review PA They may approve deny or request additional information from partner

IF PA APPROVED PARTNER

CONDUCTS ACTIVITY

Partners are notified via emailbull PA is approvedbull Amount percentage of funding

that is approved

PARTNER SUBMITS CLAIM

AGAINST PA

Submit within 60 days after activity end date

Partners are notified via emailbull PA is approvedbull Amount percentage of funding

that is approved

CLAIM VALIDATION

BEGINS

Validation will occur within 5-10 business days of claim submission

bull Partners are notified via email if claim is on hold due to missing or incomplete PoP along with the deadline to provide the information

bull Length of validation process is determined by completeness of required information submitted Incomplete or missing PoP or ROI will delay an approval PoP or ROI that does not align with approved activity details or contains ineligible expenses or other questionable items may also impact the approval timeline

CLAIM AUDIT

COMPLETE

PA Reviewed by Extreme

bull Partner notified via email when claim is validated and payment is on its way

bull Partners will be notified if claim expires before appropriate incomplete or missing PoP is provided or if claim submission is denied

CLAIM IS PAIDPA Reviewed by Extreme

bull Claims are paid within 30 business days from the day the claim is validated

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

Return on Investment (RIO)

Extreme Networks requires partners to provide ROI metrics for marketing activities

to measure the effectiveness of EDF investments Partners must provide metrics

via the EDF Portal twice during the process

bull Initial metric estimate is due at the time the partner submits the PA request

bull Achieved actual metrics are due at the time of claim submission

Measurement of ROI activities under the Demand Generation category is expected

to give 251 Pipeline ROI and 101 on Closed Revenue ROI Please make sure to enter

accurate number of leads For details on deal registration please visit PartnerNet

The submitted ROI may be leveraged to make decisions for future funding Partners

are encouraged to submit accurate results in a timely manner to assist in funding

discussions with your Extreme Networks Manager

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

General Terms and Conditions

As a reminder under the terms of your partner agreement with Extreme Networks

you have an obligation to comply with all applicable laws including but not limited

to the anti-corruption laws such as the US Foreign Corrupt Practices Act This means

that neither you nor any of your agents may make any direct or indirect payments of

anything of value for the purpose of obtaining business to any government official

(including any person holding an executive legislative judicial or administrative

office whether elected or appointed or of any public international organization such

as the United Nations or World Bank or any person acting in any official capacity

for or on behalf of such government public enterprise or state-owned business)

any political party or party official any political candidate or any person or entity

who you know will give part of the payments to any of the previously mentioned

categories of people If you have any further questions about the FCPA you may visit

the Department of Justicersquos website at httpwwwusdojgovcriminalfraudfcpa

Any violation of these rules is subject to immediate termination of the Extreme EDF

program and potentially the Extreme Networks Partner Program

bull Extreme Networks will not directly reimburse any 3rd party vendor on behalf of

a partner This is the sole responsibility of the partner

bull With respect to all personally identifiable information that it collects from

customers and prospective customers partners should understand and follow

all applicable privacy laws and regulations Extreme Networks expects that a

partner will have a posted privacy policy that governs its treatment of such

information and is followed by partner honor any opt-out requests in accordance

with applicable law and contact customers and prospective customers only in

accordance with applicable law

bull If a partner agreement is terminated for any reason Extreme Networks will pay

any outstanding claims if already approved by Extreme Networks up to the date

of actual termination On the date of termination all funds will be removed and

any open Prior Approvals will be closed Termination as an Extreme Networks

partner results in ineligibility in the Extreme Networks EDF Program as of the

date of termination

bull Extreme Networks reserves the right to change the terms of the Extreme

Networks EDF Program or revoke the program at any time for any reason

bull In the event that the partner fails to comply with these Terms Extreme Networks

reserves the right to reclaim any incorrect claims and the costs of an audit

exclude partner from Extreme Networks EDF Program or exclude partner from

the EPN program or other applicable programs

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration and Support 10

EDF Activity Matrix 11

EDF Training Funds Administration and Support

Extreme has contracted Channel Fusion for global EDF program administration

including management of funds activities and claims via their online portal audits

on claims

When necessary Channel Fusion representatives may contact partners directly

via phone or email and also via automated emails throughout various stages of

the funding life cycle (eg PA-related emails claim related emails fund expiration

notices etc)

All information and documents provided by partners through the DEVELOPMENT

FUNDS Portal are stored on secure servers and shared only between our 3rd party

vendor and Extreme as part of the claims auditing and payment administration

process The information is not shared with third parties except where required by

internal audit andor SOX compliance purposes

Extreme has a dedicated team of specialists available to support the

EDF program All inquiries should be submitted to your local resource or

partnerprogramsextremenetworkscom

Extremersquos goal is to respond to inquiries and resolve issues as quickly as possible

While we aim to respond to inquiries within 24 hours of receipt and resolve issues

within three business days there may be circumstances that prevent us from

meeting those timelines

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

CUSTOMER OR

PARTNER EVENT

Customer prospect or Partner Seminar Webinar Event hosted and driven by the partner focused on Extreme Networks or a joint solution with an Extreme Networks Technology Solutions Partner

bull Event must include a presentation by an Extreme Networks employee Partner representative or a customer speaking on behalf of Extreme Networks

bull Minimum 30 minutes of Extreme Networks content speaking time is required

bull Original invitation and detailed agenda for event

bull Identify confirmed Extreme Networks presenter Invitation list

bull Attendee list

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull Photo displaying Extreme Networks name or logo on a presentation banner event booklet etc showing Extreme representation

Event

bull 50 standard reimbursement if Extreme is the sole vendor represented

bull Up to 100 if the following criteria are met

bull Extreme Networks is the sole vendor represented and speaking engagement with an Extreme Networks subject matter expert to present ampor support event

bull If multiple vendors are represented Extreme will reimburse a fair percentage based on the number of vendors

Partner ROI Guidelines Events should consistently meet 20x investment ROI expectations or achievements of ROI expectations set by CAM during business planning

bull The appropriate Extreme logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Attendee list must contain Company and Customer Names

bull Exceptions made to 30 minute speaking requirement when the event is a table top round table or speed meeting event (Partner must enter

ldquotable top round table or speed meeting eventrdquo in activity description to avoid claim being put on hold)

NOT ELIGIBLE

bull Booth purchase or construction ndash booth rental is eligible

TRADESHOW

Participation in a tradeshow sponsored by a 3rd party industry or partner to promote Extreme Networks and the sale of Extreme Networks products

bull Copy of itemized sponsorship document with dollar amount

bull Identify confirmed Extreme Networks presenter

Copy of itemized 3rd party invoicesreceipts or fully executed sponsorship contract with dollar amount

bull Attendee list if available

bull List of leads generated from event

bull Complete package of collateral - if applicable

bull Photo of booth displaying Extreme Networks branding

bull Invoice to Extreme Networks for amount to be reimbursed

Event

bull bull50 standard reimbursement

bull Up to 100 if the following criteria are met

bull Extreme Networks is the sole vendor represented

bull Speaking Engagement with and Extreme Networks executive (Sr Director or above) or subject matter expert to present and or support event

bull Minimum 30 minutes of Extreme Networks content speaking time is required CAM during business planning

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Attendee and lead list must contain Company Name Customer Name

NOT ELIGIBLE

bull Booth purchase or construction ndash booth rental is eligible

bull Attendee registration fees

EDF Activity Matrix

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

DIRECT MAIL OR EMAIL CAMPAIGN

bull Creative development production printing and postage of direct mail or email pieces product flyers postcard announcements newsletters and campaign materials

bull Specific list purchase for purpose of mailing

bull Copy of itemized 3rd party proposal showing insertion dates publication name and total net cost

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates publication name and total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Original samplephoto or screenshot if internet based of directemail campaign components and dates (displaying Extreme Networks name or logo)

bull Recipient list

Free with Demand Center campaign tools

bull bull50 standard reimbursement if developed and executed by partner

Or

bull 50- 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks

ROI Guidelines

bull Email in order to continuously reimburse email activity partners must consistently meet industry standards for ROI (2 click through rate)

bull 1-2 direct mail response rate or ROI expectations set by CAM during business planning

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Annual or Quarterly list subscription services from reputable providers will be reimbursed up to 25 of the monthly quarterly invoice

INTEGRATED SALES AND MARKETING CAMPAIGN

Integrated campaigns to drive partner and Extreme Networks objectives including but not limited to direct mail email telemarketing sales incentive seminar or other approved activities

bull List of all activities included in the Integrated Marketing Campaign must be submitted at time of PA and referenced at time of claim

bull At claim Proof of Performance (PoP)for each activity must be submitted

bull Invoice to Extreme Networks for amount to be reimbursed

bull 50 standard reimbursement

bull Up to 100 depending on strength of plan proposed by partner andor delivered with Extreme Networks concierge (USCAN only) or marketing support from Extreme Networks in APAC LATAM and EMEA

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet must be prominently displayed and unaltered

bull AttendeeLeads list must contain Company Name Customer Name

bull Sample(s) must be provided for quarterly activities being claimed

bull All documentation must specifically reference Extreme Networks

TELEMARKETING CAMPAIGN

APPOINTMENT SETTING

Demand generation telemarketing campaigns conducted by an approved third party vendor on behalf of the partner

Must be Extreme Networks focused or promote a joint solution with an Extreme Networks Technology Solutions Partner Telemarketing for the following

bull Appointment setting

bull Event recruitment

bull BANT lead gen

bull ldquoTele-chaserdquo follow up to direct marketing campaigns

bull Guaranteed number of attendees to an event to be delivered by vendor

bull Copy of draft telemarketing script

bull Call list identifying target name company job title (list of resulting leads andor attendees maybe provided in lieu of this)

bull Copy of itemized 3rd party invoicesreceipts

bull Copy of final telemarketing script

bull Invoice to Extreme Networks for amount to be reimbursed

bull 50 standard reimbursement for lead gen to develop BANT qualified leads

bull Up to 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks

bull For appointment setting campaigns Sliding scale of 50-100 based on performance against guaranteed appointment goal

bull List must contain Company Name Customer Name and

bull Meeting date if appointment setting

bull Registered attendees if event recruitment

bull Lead designations if lead generation

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS EXECUTIVE BRIEFING

Extreme Networks executive briefings for customers of Extreme Networks partners held in San Jose CA or Salem NH Raleigh NC or an approved Solution Demo facility Customer deal size must be in excess of$200000

bull Number of customers attending

bull Estimated Extreme Networks Pipeline

bull Attendee list

bull Copy of all itemized receipts for lodging and transportation fare showing dates cost and flight class

bull Proof of invitation and detailed agenda for event

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 standard reimbursement

bull Airfare coacheconomy only

bull Maximum reimbursement of 2 nights hotel stay 3 nights for international

bull Maximum 3 days car rental 4 days for international

bull Attendee list must contain Company Name Customer Name

bull Travel reimbursement is for customers only

NOT ELIGIBLE Meals alcohol and entertainment activities outside of EBC visit

SALES INCENTIVES

Partner sales incentive or SPIF to generate incremental revenue for indicated quarter providing the incentive activity complies with Extreme Networks guidelines and policies for reimbursement as well as local and international law

bull Copy of incentive program including rules date of incentive activity anticipated sales revenues awards structure selection criteria sales goals eligibility requirements and award incentives

bull Performance metrics on incentive program with Sales Rep Names attainment and total Payout amounts

bull Copy of itemized invoices or 3rd party invoices receipts andor Point of Sale (POS) report

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100

bull Maximum of $25K

bull Activities over $25k must obtain Extreme Networks Sr Director approval and email of approval uploaded as proof of performance to claim

bull Partner is liable for applicable income taxes or other as they apply in hisher region

LISTPURCHASE

SUBSCRIPTION

Custom contact discovery list rentals or purchases and subscription based services (Example vendor Rain King)

bull Target market and list parameters

bull Company target list if available

bull Quantity of contacts expected

bull 3rd party rentalpurchase name

bull Custom contact discovery and list purchases actual list of contacts developed

bull List rentals Copy of itemized invoices from rental agency showing insertions dates quantity

Standalone Lists

bull bull50 for standalone list build not part of an integrated campaign

bull 50-100 if part of an integrated campaign (email tele) deployed by Concierge or Extreme Networks

bull 25 for annual list subscriptions (ex Rain King)

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Annual or Quarterly list subscription services from reputable providers will be reimbursed up to 25 of the monthly quarterly invoice

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

PARTNER SALES TOOL

DEVELOPMENT

Creation of sales tool (eg product guide cheat sheet competitive matrixes) used to educate the partner to enable improved and faster selling of Extreme Networks products and solutions

bull Number of partner rep strainedutilizing tool

bull Draft copy must be reviewed and approved by Extreme Networks

bull Copy of completed sales tool

bull Email verification from Extreme Networks employee of approved copy

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 if Extreme Networks is the sole vendor represented in the materials

bull Partial reimbursement if multiple vendors are represented in materials

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

CUSTOMER TRAINING

INCENTIVES

Training voucher incentive to develop customer knowledge and expertise with Extreme products

bull Copy of training incentive program including rules date of incentive activity anticipated sales revenues wards structure selection criteria sales goals eligibility requirements and award incentives

bull Performance metrics on incentive program with Sales Rep Names customer awards

bull Copy of itemized invoices or 3rd party invoices receipts of training voucher purchase

bull Name of Customers awarded training vouchers

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100

bull Maximum $25K

bull Training voucher orders over $5k must obtain Extreme Networks Channel Director approval and email of approval uploaded as proof of performance to claim

NOT FOR RESALE (NFR)

EQUIPMENT

Extreme equipment to be used for demonstration purposes to drive customer awareness and sales

Approved quote from NFR Desk Request Form found on PartnerNetValue of equipment ordered is in accordance with the NFR program

bull Invoice from Extreme Networks or Extreme Networks Distributor for NFR equipment purchased

bull Invoice to Extreme Networks for amount to be reimbursed

bull List of NFR equipment serial numbers

bull 100 up to $25K net price per Extreme Networks fiscal year

bull Demo gear Reimbursement is not to exceed 30 of overall EDF Funds accrued

bull NFR program is for demo equipment only

bull Internal use equipment and equipment customer proof-of-concept is not reimbursable via EDF please contact your Extreme Account Manager for Proof of Concept process

LOCALIZATION TRANSLATION

Third party translation of Extreme Networks assets and campaigns that are not provided in partnerrsquos local language

bull Asset to be translated

bull Original invoice from3rd party

bull 100 if Extreme Networks marketing resources are not able to provide translation services

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

CONTENT SYNDICATION

3rd Partner Outsourced Content Syndication Services (EXAMPLE TechTarget)

bull Reachnumber of impressionsnumber of views

bull Number of downloaded assets

bull Copy of itemized 3rd party invoicesreceipts or current internal expense rate card on file with Extreme Networks

bull Invoice Summary for amount to be reimbursed

bull Original screenshot of the activity with related asset featuring the components and the dates of the activity(displaying Extreme Networks name or logo)

bull 50 standard reimbursement as an individual activity

bull 50 to 100 if activity is part of a multi touch integrated campaign

bull Full copy of text including featured product(s) or solutions

bull URL links to social sites

bull If applicable the appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

ADVERTISING CATALOG

SPONSORSHIP BANNERS

Promotional activities that involve Advertisements in magazines catalogs newspapers journals online banner advertising and promotions media broadcasts on radio and TV networks videos inserts and flyers in publicationsMust include Extreme Networks mention and or logo and call to action

bull Copy of proposal including insertion dates publication name and total net cost

bull Original sample displaying Extreme Networks name or logo of magazine newspaper script flyer banner or video link featuring the ad and the date of publication

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates publication name and to talnet cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Final sample of advertisement

bull 50 standard reimbursement

bull Up to 100 if part of Extreme Networks campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

bull Extreme Networks audible announcement twice during any

bull 30-second commercial segment is recommended

bull Call to action Web address with complete URL

bull For any advertising sponsorships that exceed a duration of90 days Partner must submit quarterly PAs and claim reimbursement on a quarterly basis

CUSTOMER LITERATURE OR

COLLATERAL

Any type of tool that will aid in the understanding and selling of Extreme Networks products or solution service offerings to end users This can include Brochures product guides data sheets white papers and training presentations

bull Description of how asset will be used

bull Copy of asset

bull Copy of itemized 3rd party invoicesreceipts showing total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Sample of original finished literature

bull 50 standard reimbursement

bull Up to 100 if part of Extreme Networks campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS

PROMOTIONAL MERCHANDISE

Purchase promotional merchandise to promote Extreme Networks and Extreme Networks products

bull Quantity purchased

bull Description of how merchandise will be used

bull Photo or sample of the final promotional merchandise (must display Extreme Networks logo)

bull Copy of itemized 3rd party invoicesreceipts

bull 50 standard reimbursement

bull Up to 100 reimbursement may be approved if promotional merchandise is part of an approved partner sponsored activity promoting Extreme as the only vendor pending Extremersquos approval

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull For public sector customer gift rules limits must be considered before promotional merchandise can be offered (ex US Federal has a $20limit)

SEARCH ENGINE PLACEMENT

bull Purchase space on Internet search engines to increase hits to site(s) that promotes Extreme Networks and Extreme Networks products

bull Copy of proposal showing insertion dates and total net cost

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates and total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Keyword report (impressions clicks click- thru rate costclick etc)

bull Original screenshot of the campaign featuring the components and the dates of the campaign (displaying Extreme name or logo)

bull 50 standard reimbursement

bull 50 ndash 100 if activity is part of a multi touch integrated campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on the PartnerNet and must be prominently displayed and unaltered

bull We recommend your campaign promotes an asset or strong call to action to optimize performance

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

FUNDED HEADCOUNT

PROGRAM

To create focus and dedication at the partner level so that both Extreme and the partner are able to drive key strategic initiatives

bull Copy of the counter signed Funded Head agreement between Extreme and partner

Agreement found on PartnerNet please contact your Channel Account Manager for details on this program prior to submitting the pre-approval

bull Copy of employee pay stub from period seeking reimbursement

bull Copy of quarterly reporting along with documentation of achieved metrics

bull Invoice to Extreme for amount of agreed upon reimbursement

bull Copy of employee pay stub from period seeking reimbursement

bull Copy of quarterly reporting along with documentation of achieved metrics

bull Invoice to Extreme for amount of agreed upon reimbursement

bull Up to 50 of annual salary

bull Reimbursement should not exceed 40 of partners total EDF accrual

bull All funded heads require regional Channel Director approval

bull Program available only to Platinum and Diamond level partners unless otherwise approved in writing by Extreme All partners must meet program requirements set forth in the Funded Head Agreement

bull Pre-Approval to be submitted at beginning of Extreme fiscal quarter and claimed at end of that same fiscal quarter

bull Contract terms are one year with quarterly metrics review and may be terminated with 30 day written notice based on non-performance of objectives

EXTREME NETWORKS CUSTOMER

CASE STUDY

Development of a printed or video case study that details a customerrsquos positive experience with Extreme Networks Must include benefit customer received and customerrsquos endorsement of Extreme Networks

bull Draft copy must be reviewed and approved by Extreme Networks

bull Number of copies to be printed

bull Copy of final version of Case Study

bull Copy of itemized 3rd party invoices

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement contingent on review and final approval of case study by Extreme Networks

bull Development and writing of case studies is offered through Extreme Networks Concierge Service in some regions please contact your Extreme Channel Manager for information

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

BUSINESS CONSULTING

Extreme Networks approved workshops to help Extreme initiatives and strategies to the partner

bull Confirmation to attend webinar workshop

bull Confirmation of attendance

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100 bull All consulting is conducted by an Extreme Networks approved 3rd party vendor

httpwwwextremenetworkscomcontact Phone +1-408-579-2800

WWWEXTREMENETWORKSCOM

copy2017 Extreme Networks Inc All rights reserved Extreme Networks and the Extreme Networks logo are trademarks or registered trademarks of Extreme Networks Inc in the United States andor other countries All other names are the property of their respective owners For additional information on Extreme Networks Trademarks please see httpwwwextremenetworkscomcompanylegaltrademarks Specifications and product availability are subject to change without notice 11547-0217-09

EDF Program Overview 18

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

ASSETS COLLATERAL

Any type of tool that will aid in the understanding and selling of Extreme products to end users This can include brochures product guides white papers and data sheets that are unique and not already available to partners by Extreme Networks

bull Description of how assets will be utilized

bull Draft copy must be reviewed and approved by Extreme Networks

bull Copy of completed sales tool

bull Copy of itemized 3rd party invoicesreceipts or current

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 50 standard reimbursement contingent on review and final approval of asset by Extreme Networks

bull Up to 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks as part of an integrated campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

WEB PAGE CREATION

Creation of web type tool that will aid in the understanding and selling of Extreme Networks products This includes landing pages and micro sites that are specific to Extreme Networks including downloadable assets such as brochures product guides videos and presentations for end users

bull Third party proposal SOW that describes deliverable related to Extreme Networks

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull Screen shot of the live web page(s) including specific URL

bull Email verification from Extreme Networks employee of approved copy

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement if Extreme Networks is the only vendor represented on the web page contingent on review and final approval of content by Extreme Networks

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

NOT ELIGIBLE Company website development (infrastructure)

bull Monthly charges for server usage hardware software required for implementation or online charges

TRAINING

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS PARTNER

CERTIFICATION TRAINING

Training and Certification for partner employees Extreme Networks approved eLearning courses only from Extreme Networks education website where Extreme Networks certification is achieved

bull Number names of individuals to be certified

bull Copy of itemized 3rd party invoices receipts

bull Copy of invoice fromExtreme Netw orks Distribution

bullCredit card transaction receipt

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 standard reimbursement

bull All courses must be Extreme Networks eLEarning course offerings

Page 4: Extreme Development Funds Global Partner MDF …extremenetworks.channel-fusion.com/documents/EDFGuidelines.pdf · Extreme Development Funds Global Partner MDF Program Guide ... EDF

EDF Program Overview 4

Activities currently eligible for EDF reimbursement along with their maximum reimbursement percentage proof of performance requirements and ROI metrics are outlined in section 10 in the EDF Eligibility Activity Matrix

Funding for Eligible Activities is not guaranteed and is subject to approval by your Extreme Networks representative The final eligible reimbursable amount will be reflected in the approved PA request Extreme Networks reserves the right to change the Eligible Activities from time to time and partners should always refer to the EDF Program Guide published on PartnerNet to ensure they are using the latest version

Use of the Extreme Networks logo or branding in an Eligible Activity (ex promo item direct mail piece etc) must first be reviewed and approved by your Extreme Networks representative prior to final production to confirm the logo is used in accordance with Extreme Networks branding guidelines

Unless otherwise noted reimbursement per activity is typically reimbursed beginning at 50 but the percentage can increase as determined by the EDF Eligible Activity Matrix the partner businessmarketing plan and your Extreme Networks

representative and is reflected in the Pre-Approval

Extreme Networks offers partners ready-made marketing solutions and assets to leverage

Visit Demand Center on PartnerNet to view available programs tools and marketing services

Extreme Development Funds (80)DEMAND GENERATION ACTIVITIES

bull Customer Partner Event (DG)

bull Executive Briefing Center Visit (DG)

bull Direct Email Social Media Campaign (DG)

bull Extreme Networks Executive Briefing (DG)

bull Integrated Sales amp Marketing Campaign (DG)

bull List Purchase subscription (DG)

bull Sales Incentives (DG)

bull Telemarketing Campaign (DG)

bull Tradeshow (DG)

ENABLEMENT AND BRAND AWARENESS

bull NFR Demo Equipment (E)

bull Sales Tools Development (E)

bull Funded Headcount (E)

bull Business Consulting Workshops (E)

bull Extreme Specialization Program Certification Requirements (E)

bull Extreme Partner Certification Training - Class Room Training (E)

bull Search Engine Campaign (E)

bull Advertising Catalog Sponsorship Banners (BA)

bull Customer Literature Collateral (BA)

bull Content Syndication (BA)

bull Extreme Networks Promotional Merchandise (BA)

bull Extreme Networks Customer Case Study (BA)

bull Web Page Creation (BA)

Training Funds (20)Extreme Networks Partner Certification Training mdash eLearning only (please use new eLearning voucher numbers only for reimbursement)

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

Eligible Activities

EDF Program Overview 5

EDF Will NOT Be Used to Reimburse the FollowingTRAVELEDF cannot be used to reimburse any travel and associated travel expenses such as

hotel rental car etc except for the reasonable and customary expenses for end customer

travel associated with Extreme Networks Executive Briefings at the San Jose CA Raleigh

NC Salem NH locations or at an Extreme Networks approved Solution Demo facility

Reference the EDF Activity Matrix for travel guidelines Travel for any employee of a

state-owned entity or government MUST have the approval of Extreme Networks Legal

representative before the invitation is extended to the customer

PARTNER OPERATING EXPENSES AND FACILITIESEDF cannot be used to reimburse a partnerrsquos day-to-day operating expenses andor cost

of facilities

ALCOHOLIC BEVERAGESExtreme Networks will not reimburse for alcoholic beverages purchased separate from an

event Alcohol invoice must be from a restaurantcatering service and part of the overall

event bill

CONSULTING EXPENSESExpenses incurred by partner sales engineers or partner consultants are not covered

Consulting expenses for lobbying (legislative or procurement) or sales generating

consulting for public sector customers are not permitted and will not be approved

POLITICAL CHARITY ACTIVITIES AND CONTRIBUTIONSThere will be no funding of political or charity activities or contributions

ENTERTAINMENT ACTIVITIESActivities that include meals sporting events concerts or other events that are

predominantly social in nature are not covered by EDF If entertainment is part of

an approved activity and ROI can be measured to the events success then it can be

approved

INFRASTRUCTURE EQUIPMENTEDF cannot be used for the purchase of infrastructure equipment or software unless

its sole purpose is to demonstrate Extreme Networks solutions to end user customers

or prospects

RECLAIMABLE TAXESInvoices should be raised to either Extreme Networks for the US jurisdiction or

Extreme Networks International Limited for the non US jurisdiction Underlying taxes

incurred by a partner are not eligible for reimbursement with EDF and should be

excluded from the reimbursement claim

PAYMENTS TO THIRD PARTIESEDF is strictly prohibited for payments to third parties on behalf of Extreme

Networks for goods or services not ordered by or for the benefit of the partner or

for any special arrangements driven by Extreme Networks employees

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

Ineligible Activities

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

A partner with available EDF must follow these procedures to request and receive

reimbursement for eligible activities

bull Submitting PA requests for each activity via Extreme Networks EDF Portal is required A PA must be submitted at least 7 days prior to activity start date Any activity that

takes place before a PA has been approved in the EDF Portal will be denied

bull PA approvals will be reviewed within 3 business days of submission Once

approvedthe PA will be available until 60 days after the Activity end date at

which time the PA will expire It is very important to make sure that accurate activity start and end dates are entered into the PA

bull All requests will be assigned a unique PA Number This PA must be approved by

Extreme Networks before the activity can begin and is valid only for the time

period requested

bull Claims for reimbursement must be accompanied by the required Proof of

Performance and ROI documentation (as specified in this document under

the heading ldquoPoPROI Matrixrdquo) If a claim is not submitted with all required

documentation by the PA expiration date the PA will automatically close and

NOT be paid

bull If the PoP supporting documentation is less than the PA approved or claim

amountthe claim will be paid out at the lesser amount upon receipt of the

Partnerrsquos revised invoice to Extreme Networks

bull Claims can be submitted for up to 25 more than the funds requested in the pre-

approval Any amount exceeding 25 of the original approved amount will need

to go back through the PA process

bull Claims submitted for a prefunded not yet approved activity will not be approved

under any circumstances

bull EDF is currently made available in USD While EDF is made available by Extreme

Networks in USD claims that are submitted in another currency will be translated

to USD and claim reimbursement will be calculated using the appropriate

currency rate at time of claim

bull Reimbursement for approved claims that are accompanied by the required

proof of performance will be paid within 30 business days of claim being

approved for payment

bull Invoice from Partner should be uploaded in the claim for the exact amount

inldquoTotal Claim Amountrdquo Extreme billing address should be

N AMERICA LATAM APAC EMEA

Extreme Networks Inc Extreme Networks Ireland Ltd 6480 Via Del Oro Rineanna House

San Jose CA 95119 USA Shannon Free Zone

Shannon Co Clare Ireland VAT No IE8215318B

bull Invoices for claim reimbursement should ONLY be submitted in the EDF

Portalplease do not submit these to our Accounts Payables department directly

otherwise this will hold up the payment processing

Rules for Requesting and Claiming

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

EDF Process at A Glance

ACTION TIMELINE PROCESS

PARTNER SUBMITS PRE-APPROVAL

(PA)

7 days prior to activity start date

Activity start and end dates cannot extend beyond the day before funds are due to expire

PA REVIEWED BY EXTREME

Approximately 2-3 business days from PA submission date

Extreme representatives review PA They may approve deny or request additional information from partner

IF PA APPROVED PARTNER

CONDUCTS ACTIVITY

Partners are notified via emailbull PA is approvedbull Amount percentage of funding

that is approved

PARTNER SUBMITS CLAIM

AGAINST PA

Submit within 60 days after activity end date

Partners are notified via emailbull PA is approvedbull Amount percentage of funding

that is approved

CLAIM VALIDATION

BEGINS

Validation will occur within 5-10 business days of claim submission

bull Partners are notified via email if claim is on hold due to missing or incomplete PoP along with the deadline to provide the information

bull Length of validation process is determined by completeness of required information submitted Incomplete or missing PoP or ROI will delay an approval PoP or ROI that does not align with approved activity details or contains ineligible expenses or other questionable items may also impact the approval timeline

CLAIM AUDIT

COMPLETE

PA Reviewed by Extreme

bull Partner notified via email when claim is validated and payment is on its way

bull Partners will be notified if claim expires before appropriate incomplete or missing PoP is provided or if claim submission is denied

CLAIM IS PAIDPA Reviewed by Extreme

bull Claims are paid within 30 business days from the day the claim is validated

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

Return on Investment (RIO)

Extreme Networks requires partners to provide ROI metrics for marketing activities

to measure the effectiveness of EDF investments Partners must provide metrics

via the EDF Portal twice during the process

bull Initial metric estimate is due at the time the partner submits the PA request

bull Achieved actual metrics are due at the time of claim submission

Measurement of ROI activities under the Demand Generation category is expected

to give 251 Pipeline ROI and 101 on Closed Revenue ROI Please make sure to enter

accurate number of leads For details on deal registration please visit PartnerNet

The submitted ROI may be leveraged to make decisions for future funding Partners

are encouraged to submit accurate results in a timely manner to assist in funding

discussions with your Extreme Networks Manager

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

General Terms and Conditions

As a reminder under the terms of your partner agreement with Extreme Networks

you have an obligation to comply with all applicable laws including but not limited

to the anti-corruption laws such as the US Foreign Corrupt Practices Act This means

that neither you nor any of your agents may make any direct or indirect payments of

anything of value for the purpose of obtaining business to any government official

(including any person holding an executive legislative judicial or administrative

office whether elected or appointed or of any public international organization such

as the United Nations or World Bank or any person acting in any official capacity

for or on behalf of such government public enterprise or state-owned business)

any political party or party official any political candidate or any person or entity

who you know will give part of the payments to any of the previously mentioned

categories of people If you have any further questions about the FCPA you may visit

the Department of Justicersquos website at httpwwwusdojgovcriminalfraudfcpa

Any violation of these rules is subject to immediate termination of the Extreme EDF

program and potentially the Extreme Networks Partner Program

bull Extreme Networks will not directly reimburse any 3rd party vendor on behalf of

a partner This is the sole responsibility of the partner

bull With respect to all personally identifiable information that it collects from

customers and prospective customers partners should understand and follow

all applicable privacy laws and regulations Extreme Networks expects that a

partner will have a posted privacy policy that governs its treatment of such

information and is followed by partner honor any opt-out requests in accordance

with applicable law and contact customers and prospective customers only in

accordance with applicable law

bull If a partner agreement is terminated for any reason Extreme Networks will pay

any outstanding claims if already approved by Extreme Networks up to the date

of actual termination On the date of termination all funds will be removed and

any open Prior Approvals will be closed Termination as an Extreme Networks

partner results in ineligibility in the Extreme Networks EDF Program as of the

date of termination

bull Extreme Networks reserves the right to change the terms of the Extreme

Networks EDF Program or revoke the program at any time for any reason

bull In the event that the partner fails to comply with these Terms Extreme Networks

reserves the right to reclaim any incorrect claims and the costs of an audit

exclude partner from Extreme Networks EDF Program or exclude partner from

the EPN program or other applicable programs

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration and Support 10

EDF Activity Matrix 11

EDF Training Funds Administration and Support

Extreme has contracted Channel Fusion for global EDF program administration

including management of funds activities and claims via their online portal audits

on claims

When necessary Channel Fusion representatives may contact partners directly

via phone or email and also via automated emails throughout various stages of

the funding life cycle (eg PA-related emails claim related emails fund expiration

notices etc)

All information and documents provided by partners through the DEVELOPMENT

FUNDS Portal are stored on secure servers and shared only between our 3rd party

vendor and Extreme as part of the claims auditing and payment administration

process The information is not shared with third parties except where required by

internal audit andor SOX compliance purposes

Extreme has a dedicated team of specialists available to support the

EDF program All inquiries should be submitted to your local resource or

partnerprogramsextremenetworkscom

Extremersquos goal is to respond to inquiries and resolve issues as quickly as possible

While we aim to respond to inquiries within 24 hours of receipt and resolve issues

within three business days there may be circumstances that prevent us from

meeting those timelines

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

CUSTOMER OR

PARTNER EVENT

Customer prospect or Partner Seminar Webinar Event hosted and driven by the partner focused on Extreme Networks or a joint solution with an Extreme Networks Technology Solutions Partner

bull Event must include a presentation by an Extreme Networks employee Partner representative or a customer speaking on behalf of Extreme Networks

bull Minimum 30 minutes of Extreme Networks content speaking time is required

bull Original invitation and detailed agenda for event

bull Identify confirmed Extreme Networks presenter Invitation list

bull Attendee list

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull Photo displaying Extreme Networks name or logo on a presentation banner event booklet etc showing Extreme representation

Event

bull 50 standard reimbursement if Extreme is the sole vendor represented

bull Up to 100 if the following criteria are met

bull Extreme Networks is the sole vendor represented and speaking engagement with an Extreme Networks subject matter expert to present ampor support event

bull If multiple vendors are represented Extreme will reimburse a fair percentage based on the number of vendors

Partner ROI Guidelines Events should consistently meet 20x investment ROI expectations or achievements of ROI expectations set by CAM during business planning

bull The appropriate Extreme logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Attendee list must contain Company and Customer Names

bull Exceptions made to 30 minute speaking requirement when the event is a table top round table or speed meeting event (Partner must enter

ldquotable top round table or speed meeting eventrdquo in activity description to avoid claim being put on hold)

NOT ELIGIBLE

bull Booth purchase or construction ndash booth rental is eligible

TRADESHOW

Participation in a tradeshow sponsored by a 3rd party industry or partner to promote Extreme Networks and the sale of Extreme Networks products

bull Copy of itemized sponsorship document with dollar amount

bull Identify confirmed Extreme Networks presenter

Copy of itemized 3rd party invoicesreceipts or fully executed sponsorship contract with dollar amount

bull Attendee list if available

bull List of leads generated from event

bull Complete package of collateral - if applicable

bull Photo of booth displaying Extreme Networks branding

bull Invoice to Extreme Networks for amount to be reimbursed

Event

bull bull50 standard reimbursement

bull Up to 100 if the following criteria are met

bull Extreme Networks is the sole vendor represented

bull Speaking Engagement with and Extreme Networks executive (Sr Director or above) or subject matter expert to present and or support event

bull Minimum 30 minutes of Extreme Networks content speaking time is required CAM during business planning

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Attendee and lead list must contain Company Name Customer Name

NOT ELIGIBLE

bull Booth purchase or construction ndash booth rental is eligible

bull Attendee registration fees

EDF Activity Matrix

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

DIRECT MAIL OR EMAIL CAMPAIGN

bull Creative development production printing and postage of direct mail or email pieces product flyers postcard announcements newsletters and campaign materials

bull Specific list purchase for purpose of mailing

bull Copy of itemized 3rd party proposal showing insertion dates publication name and total net cost

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates publication name and total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Original samplephoto or screenshot if internet based of directemail campaign components and dates (displaying Extreme Networks name or logo)

bull Recipient list

Free with Demand Center campaign tools

bull bull50 standard reimbursement if developed and executed by partner

Or

bull 50- 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks

ROI Guidelines

bull Email in order to continuously reimburse email activity partners must consistently meet industry standards for ROI (2 click through rate)

bull 1-2 direct mail response rate or ROI expectations set by CAM during business planning

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Annual or Quarterly list subscription services from reputable providers will be reimbursed up to 25 of the monthly quarterly invoice

INTEGRATED SALES AND MARKETING CAMPAIGN

Integrated campaigns to drive partner and Extreme Networks objectives including but not limited to direct mail email telemarketing sales incentive seminar or other approved activities

bull List of all activities included in the Integrated Marketing Campaign must be submitted at time of PA and referenced at time of claim

bull At claim Proof of Performance (PoP)for each activity must be submitted

bull Invoice to Extreme Networks for amount to be reimbursed

bull 50 standard reimbursement

bull Up to 100 depending on strength of plan proposed by partner andor delivered with Extreme Networks concierge (USCAN only) or marketing support from Extreme Networks in APAC LATAM and EMEA

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet must be prominently displayed and unaltered

bull AttendeeLeads list must contain Company Name Customer Name

bull Sample(s) must be provided for quarterly activities being claimed

bull All documentation must specifically reference Extreme Networks

TELEMARKETING CAMPAIGN

APPOINTMENT SETTING

Demand generation telemarketing campaigns conducted by an approved third party vendor on behalf of the partner

Must be Extreme Networks focused or promote a joint solution with an Extreme Networks Technology Solutions Partner Telemarketing for the following

bull Appointment setting

bull Event recruitment

bull BANT lead gen

bull ldquoTele-chaserdquo follow up to direct marketing campaigns

bull Guaranteed number of attendees to an event to be delivered by vendor

bull Copy of draft telemarketing script

bull Call list identifying target name company job title (list of resulting leads andor attendees maybe provided in lieu of this)

bull Copy of itemized 3rd party invoicesreceipts

bull Copy of final telemarketing script

bull Invoice to Extreme Networks for amount to be reimbursed

bull 50 standard reimbursement for lead gen to develop BANT qualified leads

bull Up to 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks

bull For appointment setting campaigns Sliding scale of 50-100 based on performance against guaranteed appointment goal

bull List must contain Company Name Customer Name and

bull Meeting date if appointment setting

bull Registered attendees if event recruitment

bull Lead designations if lead generation

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS EXECUTIVE BRIEFING

Extreme Networks executive briefings for customers of Extreme Networks partners held in San Jose CA or Salem NH Raleigh NC or an approved Solution Demo facility Customer deal size must be in excess of$200000

bull Number of customers attending

bull Estimated Extreme Networks Pipeline

bull Attendee list

bull Copy of all itemized receipts for lodging and transportation fare showing dates cost and flight class

bull Proof of invitation and detailed agenda for event

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 standard reimbursement

bull Airfare coacheconomy only

bull Maximum reimbursement of 2 nights hotel stay 3 nights for international

bull Maximum 3 days car rental 4 days for international

bull Attendee list must contain Company Name Customer Name

bull Travel reimbursement is for customers only

NOT ELIGIBLE Meals alcohol and entertainment activities outside of EBC visit

SALES INCENTIVES

Partner sales incentive or SPIF to generate incremental revenue for indicated quarter providing the incentive activity complies with Extreme Networks guidelines and policies for reimbursement as well as local and international law

bull Copy of incentive program including rules date of incentive activity anticipated sales revenues awards structure selection criteria sales goals eligibility requirements and award incentives

bull Performance metrics on incentive program with Sales Rep Names attainment and total Payout amounts

bull Copy of itemized invoices or 3rd party invoices receipts andor Point of Sale (POS) report

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100

bull Maximum of $25K

bull Activities over $25k must obtain Extreme Networks Sr Director approval and email of approval uploaded as proof of performance to claim

bull Partner is liable for applicable income taxes or other as they apply in hisher region

LISTPURCHASE

SUBSCRIPTION

Custom contact discovery list rentals or purchases and subscription based services (Example vendor Rain King)

bull Target market and list parameters

bull Company target list if available

bull Quantity of contacts expected

bull 3rd party rentalpurchase name

bull Custom contact discovery and list purchases actual list of contacts developed

bull List rentals Copy of itemized invoices from rental agency showing insertions dates quantity

Standalone Lists

bull bull50 for standalone list build not part of an integrated campaign

bull 50-100 if part of an integrated campaign (email tele) deployed by Concierge or Extreme Networks

bull 25 for annual list subscriptions (ex Rain King)

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Annual or Quarterly list subscription services from reputable providers will be reimbursed up to 25 of the monthly quarterly invoice

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

PARTNER SALES TOOL

DEVELOPMENT

Creation of sales tool (eg product guide cheat sheet competitive matrixes) used to educate the partner to enable improved and faster selling of Extreme Networks products and solutions

bull Number of partner rep strainedutilizing tool

bull Draft copy must be reviewed and approved by Extreme Networks

bull Copy of completed sales tool

bull Email verification from Extreme Networks employee of approved copy

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 if Extreme Networks is the sole vendor represented in the materials

bull Partial reimbursement if multiple vendors are represented in materials

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

CUSTOMER TRAINING

INCENTIVES

Training voucher incentive to develop customer knowledge and expertise with Extreme products

bull Copy of training incentive program including rules date of incentive activity anticipated sales revenues wards structure selection criteria sales goals eligibility requirements and award incentives

bull Performance metrics on incentive program with Sales Rep Names customer awards

bull Copy of itemized invoices or 3rd party invoices receipts of training voucher purchase

bull Name of Customers awarded training vouchers

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100

bull Maximum $25K

bull Training voucher orders over $5k must obtain Extreme Networks Channel Director approval and email of approval uploaded as proof of performance to claim

NOT FOR RESALE (NFR)

EQUIPMENT

Extreme equipment to be used for demonstration purposes to drive customer awareness and sales

Approved quote from NFR Desk Request Form found on PartnerNetValue of equipment ordered is in accordance with the NFR program

bull Invoice from Extreme Networks or Extreme Networks Distributor for NFR equipment purchased

bull Invoice to Extreme Networks for amount to be reimbursed

bull List of NFR equipment serial numbers

bull 100 up to $25K net price per Extreme Networks fiscal year

bull Demo gear Reimbursement is not to exceed 30 of overall EDF Funds accrued

bull NFR program is for demo equipment only

bull Internal use equipment and equipment customer proof-of-concept is not reimbursable via EDF please contact your Extreme Account Manager for Proof of Concept process

LOCALIZATION TRANSLATION

Third party translation of Extreme Networks assets and campaigns that are not provided in partnerrsquos local language

bull Asset to be translated

bull Original invoice from3rd party

bull 100 if Extreme Networks marketing resources are not able to provide translation services

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

CONTENT SYNDICATION

3rd Partner Outsourced Content Syndication Services (EXAMPLE TechTarget)

bull Reachnumber of impressionsnumber of views

bull Number of downloaded assets

bull Copy of itemized 3rd party invoicesreceipts or current internal expense rate card on file with Extreme Networks

bull Invoice Summary for amount to be reimbursed

bull Original screenshot of the activity with related asset featuring the components and the dates of the activity(displaying Extreme Networks name or logo)

bull 50 standard reimbursement as an individual activity

bull 50 to 100 if activity is part of a multi touch integrated campaign

bull Full copy of text including featured product(s) or solutions

bull URL links to social sites

bull If applicable the appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

ADVERTISING CATALOG

SPONSORSHIP BANNERS

Promotional activities that involve Advertisements in magazines catalogs newspapers journals online banner advertising and promotions media broadcasts on radio and TV networks videos inserts and flyers in publicationsMust include Extreme Networks mention and or logo and call to action

bull Copy of proposal including insertion dates publication name and total net cost

bull Original sample displaying Extreme Networks name or logo of magazine newspaper script flyer banner or video link featuring the ad and the date of publication

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates publication name and to talnet cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Final sample of advertisement

bull 50 standard reimbursement

bull Up to 100 if part of Extreme Networks campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

bull Extreme Networks audible announcement twice during any

bull 30-second commercial segment is recommended

bull Call to action Web address with complete URL

bull For any advertising sponsorships that exceed a duration of90 days Partner must submit quarterly PAs and claim reimbursement on a quarterly basis

CUSTOMER LITERATURE OR

COLLATERAL

Any type of tool that will aid in the understanding and selling of Extreme Networks products or solution service offerings to end users This can include Brochures product guides data sheets white papers and training presentations

bull Description of how asset will be used

bull Copy of asset

bull Copy of itemized 3rd party invoicesreceipts showing total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Sample of original finished literature

bull 50 standard reimbursement

bull Up to 100 if part of Extreme Networks campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS

PROMOTIONAL MERCHANDISE

Purchase promotional merchandise to promote Extreme Networks and Extreme Networks products

bull Quantity purchased

bull Description of how merchandise will be used

bull Photo or sample of the final promotional merchandise (must display Extreme Networks logo)

bull Copy of itemized 3rd party invoicesreceipts

bull 50 standard reimbursement

bull Up to 100 reimbursement may be approved if promotional merchandise is part of an approved partner sponsored activity promoting Extreme as the only vendor pending Extremersquos approval

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull For public sector customer gift rules limits must be considered before promotional merchandise can be offered (ex US Federal has a $20limit)

SEARCH ENGINE PLACEMENT

bull Purchase space on Internet search engines to increase hits to site(s) that promotes Extreme Networks and Extreme Networks products

bull Copy of proposal showing insertion dates and total net cost

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates and total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Keyword report (impressions clicks click- thru rate costclick etc)

bull Original screenshot of the campaign featuring the components and the dates of the campaign (displaying Extreme name or logo)

bull 50 standard reimbursement

bull 50 ndash 100 if activity is part of a multi touch integrated campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on the PartnerNet and must be prominently displayed and unaltered

bull We recommend your campaign promotes an asset or strong call to action to optimize performance

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

FUNDED HEADCOUNT

PROGRAM

To create focus and dedication at the partner level so that both Extreme and the partner are able to drive key strategic initiatives

bull Copy of the counter signed Funded Head agreement between Extreme and partner

Agreement found on PartnerNet please contact your Channel Account Manager for details on this program prior to submitting the pre-approval

bull Copy of employee pay stub from period seeking reimbursement

bull Copy of quarterly reporting along with documentation of achieved metrics

bull Invoice to Extreme for amount of agreed upon reimbursement

bull Copy of employee pay stub from period seeking reimbursement

bull Copy of quarterly reporting along with documentation of achieved metrics

bull Invoice to Extreme for amount of agreed upon reimbursement

bull Up to 50 of annual salary

bull Reimbursement should not exceed 40 of partners total EDF accrual

bull All funded heads require regional Channel Director approval

bull Program available only to Platinum and Diamond level partners unless otherwise approved in writing by Extreme All partners must meet program requirements set forth in the Funded Head Agreement

bull Pre-Approval to be submitted at beginning of Extreme fiscal quarter and claimed at end of that same fiscal quarter

bull Contract terms are one year with quarterly metrics review and may be terminated with 30 day written notice based on non-performance of objectives

EXTREME NETWORKS CUSTOMER

CASE STUDY

Development of a printed or video case study that details a customerrsquos positive experience with Extreme Networks Must include benefit customer received and customerrsquos endorsement of Extreme Networks

bull Draft copy must be reviewed and approved by Extreme Networks

bull Number of copies to be printed

bull Copy of final version of Case Study

bull Copy of itemized 3rd party invoices

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement contingent on review and final approval of case study by Extreme Networks

bull Development and writing of case studies is offered through Extreme Networks Concierge Service in some regions please contact your Extreme Channel Manager for information

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

BUSINESS CONSULTING

Extreme Networks approved workshops to help Extreme initiatives and strategies to the partner

bull Confirmation to attend webinar workshop

bull Confirmation of attendance

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100 bull All consulting is conducted by an Extreme Networks approved 3rd party vendor

httpwwwextremenetworkscomcontact Phone +1-408-579-2800

WWWEXTREMENETWORKSCOM

copy2017 Extreme Networks Inc All rights reserved Extreme Networks and the Extreme Networks logo are trademarks or registered trademarks of Extreme Networks Inc in the United States andor other countries All other names are the property of their respective owners For additional information on Extreme Networks Trademarks please see httpwwwextremenetworkscomcompanylegaltrademarks Specifications and product availability are subject to change without notice 11547-0217-09

EDF Program Overview 18

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

ASSETS COLLATERAL

Any type of tool that will aid in the understanding and selling of Extreme products to end users This can include brochures product guides white papers and data sheets that are unique and not already available to partners by Extreme Networks

bull Description of how assets will be utilized

bull Draft copy must be reviewed and approved by Extreme Networks

bull Copy of completed sales tool

bull Copy of itemized 3rd party invoicesreceipts or current

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 50 standard reimbursement contingent on review and final approval of asset by Extreme Networks

bull Up to 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks as part of an integrated campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

WEB PAGE CREATION

Creation of web type tool that will aid in the understanding and selling of Extreme Networks products This includes landing pages and micro sites that are specific to Extreme Networks including downloadable assets such as brochures product guides videos and presentations for end users

bull Third party proposal SOW that describes deliverable related to Extreme Networks

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull Screen shot of the live web page(s) including specific URL

bull Email verification from Extreme Networks employee of approved copy

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement if Extreme Networks is the only vendor represented on the web page contingent on review and final approval of content by Extreme Networks

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

NOT ELIGIBLE Company website development (infrastructure)

bull Monthly charges for server usage hardware software required for implementation or online charges

TRAINING

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS PARTNER

CERTIFICATION TRAINING

Training and Certification for partner employees Extreme Networks approved eLearning courses only from Extreme Networks education website where Extreme Networks certification is achieved

bull Number names of individuals to be certified

bull Copy of itemized 3rd party invoices receipts

bull Copy of invoice fromExtreme Netw orks Distribution

bullCredit card transaction receipt

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 standard reimbursement

bull All courses must be Extreme Networks eLEarning course offerings

Page 5: Extreme Development Funds Global Partner MDF …extremenetworks.channel-fusion.com/documents/EDFGuidelines.pdf · Extreme Development Funds Global Partner MDF Program Guide ... EDF

EDF Program Overview 5

EDF Will NOT Be Used to Reimburse the FollowingTRAVELEDF cannot be used to reimburse any travel and associated travel expenses such as

hotel rental car etc except for the reasonable and customary expenses for end customer

travel associated with Extreme Networks Executive Briefings at the San Jose CA Raleigh

NC Salem NH locations or at an Extreme Networks approved Solution Demo facility

Reference the EDF Activity Matrix for travel guidelines Travel for any employee of a

state-owned entity or government MUST have the approval of Extreme Networks Legal

representative before the invitation is extended to the customer

PARTNER OPERATING EXPENSES AND FACILITIESEDF cannot be used to reimburse a partnerrsquos day-to-day operating expenses andor cost

of facilities

ALCOHOLIC BEVERAGESExtreme Networks will not reimburse for alcoholic beverages purchased separate from an

event Alcohol invoice must be from a restaurantcatering service and part of the overall

event bill

CONSULTING EXPENSESExpenses incurred by partner sales engineers or partner consultants are not covered

Consulting expenses for lobbying (legislative or procurement) or sales generating

consulting for public sector customers are not permitted and will not be approved

POLITICAL CHARITY ACTIVITIES AND CONTRIBUTIONSThere will be no funding of political or charity activities or contributions

ENTERTAINMENT ACTIVITIESActivities that include meals sporting events concerts or other events that are

predominantly social in nature are not covered by EDF If entertainment is part of

an approved activity and ROI can be measured to the events success then it can be

approved

INFRASTRUCTURE EQUIPMENTEDF cannot be used for the purchase of infrastructure equipment or software unless

its sole purpose is to demonstrate Extreme Networks solutions to end user customers

or prospects

RECLAIMABLE TAXESInvoices should be raised to either Extreme Networks for the US jurisdiction or

Extreme Networks International Limited for the non US jurisdiction Underlying taxes

incurred by a partner are not eligible for reimbursement with EDF and should be

excluded from the reimbursement claim

PAYMENTS TO THIRD PARTIESEDF is strictly prohibited for payments to third parties on behalf of Extreme

Networks for goods or services not ordered by or for the benefit of the partner or

for any special arrangements driven by Extreme Networks employees

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

Ineligible Activities

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

A partner with available EDF must follow these procedures to request and receive

reimbursement for eligible activities

bull Submitting PA requests for each activity via Extreme Networks EDF Portal is required A PA must be submitted at least 7 days prior to activity start date Any activity that

takes place before a PA has been approved in the EDF Portal will be denied

bull PA approvals will be reviewed within 3 business days of submission Once

approvedthe PA will be available until 60 days after the Activity end date at

which time the PA will expire It is very important to make sure that accurate activity start and end dates are entered into the PA

bull All requests will be assigned a unique PA Number This PA must be approved by

Extreme Networks before the activity can begin and is valid only for the time

period requested

bull Claims for reimbursement must be accompanied by the required Proof of

Performance and ROI documentation (as specified in this document under

the heading ldquoPoPROI Matrixrdquo) If a claim is not submitted with all required

documentation by the PA expiration date the PA will automatically close and

NOT be paid

bull If the PoP supporting documentation is less than the PA approved or claim

amountthe claim will be paid out at the lesser amount upon receipt of the

Partnerrsquos revised invoice to Extreme Networks

bull Claims can be submitted for up to 25 more than the funds requested in the pre-

approval Any amount exceeding 25 of the original approved amount will need

to go back through the PA process

bull Claims submitted for a prefunded not yet approved activity will not be approved

under any circumstances

bull EDF is currently made available in USD While EDF is made available by Extreme

Networks in USD claims that are submitted in another currency will be translated

to USD and claim reimbursement will be calculated using the appropriate

currency rate at time of claim

bull Reimbursement for approved claims that are accompanied by the required

proof of performance will be paid within 30 business days of claim being

approved for payment

bull Invoice from Partner should be uploaded in the claim for the exact amount

inldquoTotal Claim Amountrdquo Extreme billing address should be

N AMERICA LATAM APAC EMEA

Extreme Networks Inc Extreme Networks Ireland Ltd 6480 Via Del Oro Rineanna House

San Jose CA 95119 USA Shannon Free Zone

Shannon Co Clare Ireland VAT No IE8215318B

bull Invoices for claim reimbursement should ONLY be submitted in the EDF

Portalplease do not submit these to our Accounts Payables department directly

otherwise this will hold up the payment processing

Rules for Requesting and Claiming

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

EDF Process at A Glance

ACTION TIMELINE PROCESS

PARTNER SUBMITS PRE-APPROVAL

(PA)

7 days prior to activity start date

Activity start and end dates cannot extend beyond the day before funds are due to expire

PA REVIEWED BY EXTREME

Approximately 2-3 business days from PA submission date

Extreme representatives review PA They may approve deny or request additional information from partner

IF PA APPROVED PARTNER

CONDUCTS ACTIVITY

Partners are notified via emailbull PA is approvedbull Amount percentage of funding

that is approved

PARTNER SUBMITS CLAIM

AGAINST PA

Submit within 60 days after activity end date

Partners are notified via emailbull PA is approvedbull Amount percentage of funding

that is approved

CLAIM VALIDATION

BEGINS

Validation will occur within 5-10 business days of claim submission

bull Partners are notified via email if claim is on hold due to missing or incomplete PoP along with the deadline to provide the information

bull Length of validation process is determined by completeness of required information submitted Incomplete or missing PoP or ROI will delay an approval PoP or ROI that does not align with approved activity details or contains ineligible expenses or other questionable items may also impact the approval timeline

CLAIM AUDIT

COMPLETE

PA Reviewed by Extreme

bull Partner notified via email when claim is validated and payment is on its way

bull Partners will be notified if claim expires before appropriate incomplete or missing PoP is provided or if claim submission is denied

CLAIM IS PAIDPA Reviewed by Extreme

bull Claims are paid within 30 business days from the day the claim is validated

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

Return on Investment (RIO)

Extreme Networks requires partners to provide ROI metrics for marketing activities

to measure the effectiveness of EDF investments Partners must provide metrics

via the EDF Portal twice during the process

bull Initial metric estimate is due at the time the partner submits the PA request

bull Achieved actual metrics are due at the time of claim submission

Measurement of ROI activities under the Demand Generation category is expected

to give 251 Pipeline ROI and 101 on Closed Revenue ROI Please make sure to enter

accurate number of leads For details on deal registration please visit PartnerNet

The submitted ROI may be leveraged to make decisions for future funding Partners

are encouraged to submit accurate results in a timely manner to assist in funding

discussions with your Extreme Networks Manager

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

General Terms and Conditions

As a reminder under the terms of your partner agreement with Extreme Networks

you have an obligation to comply with all applicable laws including but not limited

to the anti-corruption laws such as the US Foreign Corrupt Practices Act This means

that neither you nor any of your agents may make any direct or indirect payments of

anything of value for the purpose of obtaining business to any government official

(including any person holding an executive legislative judicial or administrative

office whether elected or appointed or of any public international organization such

as the United Nations or World Bank or any person acting in any official capacity

for or on behalf of such government public enterprise or state-owned business)

any political party or party official any political candidate or any person or entity

who you know will give part of the payments to any of the previously mentioned

categories of people If you have any further questions about the FCPA you may visit

the Department of Justicersquos website at httpwwwusdojgovcriminalfraudfcpa

Any violation of these rules is subject to immediate termination of the Extreme EDF

program and potentially the Extreme Networks Partner Program

bull Extreme Networks will not directly reimburse any 3rd party vendor on behalf of

a partner This is the sole responsibility of the partner

bull With respect to all personally identifiable information that it collects from

customers and prospective customers partners should understand and follow

all applicable privacy laws and regulations Extreme Networks expects that a

partner will have a posted privacy policy that governs its treatment of such

information and is followed by partner honor any opt-out requests in accordance

with applicable law and contact customers and prospective customers only in

accordance with applicable law

bull If a partner agreement is terminated for any reason Extreme Networks will pay

any outstanding claims if already approved by Extreme Networks up to the date

of actual termination On the date of termination all funds will be removed and

any open Prior Approvals will be closed Termination as an Extreme Networks

partner results in ineligibility in the Extreme Networks EDF Program as of the

date of termination

bull Extreme Networks reserves the right to change the terms of the Extreme

Networks EDF Program or revoke the program at any time for any reason

bull In the event that the partner fails to comply with these Terms Extreme Networks

reserves the right to reclaim any incorrect claims and the costs of an audit

exclude partner from Extreme Networks EDF Program or exclude partner from

the EPN program or other applicable programs

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration and Support 10

EDF Activity Matrix 11

EDF Training Funds Administration and Support

Extreme has contracted Channel Fusion for global EDF program administration

including management of funds activities and claims via their online portal audits

on claims

When necessary Channel Fusion representatives may contact partners directly

via phone or email and also via automated emails throughout various stages of

the funding life cycle (eg PA-related emails claim related emails fund expiration

notices etc)

All information and documents provided by partners through the DEVELOPMENT

FUNDS Portal are stored on secure servers and shared only between our 3rd party

vendor and Extreme as part of the claims auditing and payment administration

process The information is not shared with third parties except where required by

internal audit andor SOX compliance purposes

Extreme has a dedicated team of specialists available to support the

EDF program All inquiries should be submitted to your local resource or

partnerprogramsextremenetworkscom

Extremersquos goal is to respond to inquiries and resolve issues as quickly as possible

While we aim to respond to inquiries within 24 hours of receipt and resolve issues

within three business days there may be circumstances that prevent us from

meeting those timelines

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

CUSTOMER OR

PARTNER EVENT

Customer prospect or Partner Seminar Webinar Event hosted and driven by the partner focused on Extreme Networks or a joint solution with an Extreme Networks Technology Solutions Partner

bull Event must include a presentation by an Extreme Networks employee Partner representative or a customer speaking on behalf of Extreme Networks

bull Minimum 30 minutes of Extreme Networks content speaking time is required

bull Original invitation and detailed agenda for event

bull Identify confirmed Extreme Networks presenter Invitation list

bull Attendee list

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull Photo displaying Extreme Networks name or logo on a presentation banner event booklet etc showing Extreme representation

Event

bull 50 standard reimbursement if Extreme is the sole vendor represented

bull Up to 100 if the following criteria are met

bull Extreme Networks is the sole vendor represented and speaking engagement with an Extreme Networks subject matter expert to present ampor support event

bull If multiple vendors are represented Extreme will reimburse a fair percentage based on the number of vendors

Partner ROI Guidelines Events should consistently meet 20x investment ROI expectations or achievements of ROI expectations set by CAM during business planning

bull The appropriate Extreme logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Attendee list must contain Company and Customer Names

bull Exceptions made to 30 minute speaking requirement when the event is a table top round table or speed meeting event (Partner must enter

ldquotable top round table or speed meeting eventrdquo in activity description to avoid claim being put on hold)

NOT ELIGIBLE

bull Booth purchase or construction ndash booth rental is eligible

TRADESHOW

Participation in a tradeshow sponsored by a 3rd party industry or partner to promote Extreme Networks and the sale of Extreme Networks products

bull Copy of itemized sponsorship document with dollar amount

bull Identify confirmed Extreme Networks presenter

Copy of itemized 3rd party invoicesreceipts or fully executed sponsorship contract with dollar amount

bull Attendee list if available

bull List of leads generated from event

bull Complete package of collateral - if applicable

bull Photo of booth displaying Extreme Networks branding

bull Invoice to Extreme Networks for amount to be reimbursed

Event

bull bull50 standard reimbursement

bull Up to 100 if the following criteria are met

bull Extreme Networks is the sole vendor represented

bull Speaking Engagement with and Extreme Networks executive (Sr Director or above) or subject matter expert to present and or support event

bull Minimum 30 minutes of Extreme Networks content speaking time is required CAM during business planning

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Attendee and lead list must contain Company Name Customer Name

NOT ELIGIBLE

bull Booth purchase or construction ndash booth rental is eligible

bull Attendee registration fees

EDF Activity Matrix

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

DIRECT MAIL OR EMAIL CAMPAIGN

bull Creative development production printing and postage of direct mail or email pieces product flyers postcard announcements newsletters and campaign materials

bull Specific list purchase for purpose of mailing

bull Copy of itemized 3rd party proposal showing insertion dates publication name and total net cost

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates publication name and total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Original samplephoto or screenshot if internet based of directemail campaign components and dates (displaying Extreme Networks name or logo)

bull Recipient list

Free with Demand Center campaign tools

bull bull50 standard reimbursement if developed and executed by partner

Or

bull 50- 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks

ROI Guidelines

bull Email in order to continuously reimburse email activity partners must consistently meet industry standards for ROI (2 click through rate)

bull 1-2 direct mail response rate or ROI expectations set by CAM during business planning

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Annual or Quarterly list subscription services from reputable providers will be reimbursed up to 25 of the monthly quarterly invoice

INTEGRATED SALES AND MARKETING CAMPAIGN

Integrated campaigns to drive partner and Extreme Networks objectives including but not limited to direct mail email telemarketing sales incentive seminar or other approved activities

bull List of all activities included in the Integrated Marketing Campaign must be submitted at time of PA and referenced at time of claim

bull At claim Proof of Performance (PoP)for each activity must be submitted

bull Invoice to Extreme Networks for amount to be reimbursed

bull 50 standard reimbursement

bull Up to 100 depending on strength of plan proposed by partner andor delivered with Extreme Networks concierge (USCAN only) or marketing support from Extreme Networks in APAC LATAM and EMEA

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet must be prominently displayed and unaltered

bull AttendeeLeads list must contain Company Name Customer Name

bull Sample(s) must be provided for quarterly activities being claimed

bull All documentation must specifically reference Extreme Networks

TELEMARKETING CAMPAIGN

APPOINTMENT SETTING

Demand generation telemarketing campaigns conducted by an approved third party vendor on behalf of the partner

Must be Extreme Networks focused or promote a joint solution with an Extreme Networks Technology Solutions Partner Telemarketing for the following

bull Appointment setting

bull Event recruitment

bull BANT lead gen

bull ldquoTele-chaserdquo follow up to direct marketing campaigns

bull Guaranteed number of attendees to an event to be delivered by vendor

bull Copy of draft telemarketing script

bull Call list identifying target name company job title (list of resulting leads andor attendees maybe provided in lieu of this)

bull Copy of itemized 3rd party invoicesreceipts

bull Copy of final telemarketing script

bull Invoice to Extreme Networks for amount to be reimbursed

bull 50 standard reimbursement for lead gen to develop BANT qualified leads

bull Up to 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks

bull For appointment setting campaigns Sliding scale of 50-100 based on performance against guaranteed appointment goal

bull List must contain Company Name Customer Name and

bull Meeting date if appointment setting

bull Registered attendees if event recruitment

bull Lead designations if lead generation

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS EXECUTIVE BRIEFING

Extreme Networks executive briefings for customers of Extreme Networks partners held in San Jose CA or Salem NH Raleigh NC or an approved Solution Demo facility Customer deal size must be in excess of$200000

bull Number of customers attending

bull Estimated Extreme Networks Pipeline

bull Attendee list

bull Copy of all itemized receipts for lodging and transportation fare showing dates cost and flight class

bull Proof of invitation and detailed agenda for event

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 standard reimbursement

bull Airfare coacheconomy only

bull Maximum reimbursement of 2 nights hotel stay 3 nights for international

bull Maximum 3 days car rental 4 days for international

bull Attendee list must contain Company Name Customer Name

bull Travel reimbursement is for customers only

NOT ELIGIBLE Meals alcohol and entertainment activities outside of EBC visit

SALES INCENTIVES

Partner sales incentive or SPIF to generate incremental revenue for indicated quarter providing the incentive activity complies with Extreme Networks guidelines and policies for reimbursement as well as local and international law

bull Copy of incentive program including rules date of incentive activity anticipated sales revenues awards structure selection criteria sales goals eligibility requirements and award incentives

bull Performance metrics on incentive program with Sales Rep Names attainment and total Payout amounts

bull Copy of itemized invoices or 3rd party invoices receipts andor Point of Sale (POS) report

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100

bull Maximum of $25K

bull Activities over $25k must obtain Extreme Networks Sr Director approval and email of approval uploaded as proof of performance to claim

bull Partner is liable for applicable income taxes or other as they apply in hisher region

LISTPURCHASE

SUBSCRIPTION

Custom contact discovery list rentals or purchases and subscription based services (Example vendor Rain King)

bull Target market and list parameters

bull Company target list if available

bull Quantity of contacts expected

bull 3rd party rentalpurchase name

bull Custom contact discovery and list purchases actual list of contacts developed

bull List rentals Copy of itemized invoices from rental agency showing insertions dates quantity

Standalone Lists

bull bull50 for standalone list build not part of an integrated campaign

bull 50-100 if part of an integrated campaign (email tele) deployed by Concierge or Extreme Networks

bull 25 for annual list subscriptions (ex Rain King)

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Annual or Quarterly list subscription services from reputable providers will be reimbursed up to 25 of the monthly quarterly invoice

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

PARTNER SALES TOOL

DEVELOPMENT

Creation of sales tool (eg product guide cheat sheet competitive matrixes) used to educate the partner to enable improved and faster selling of Extreme Networks products and solutions

bull Number of partner rep strainedutilizing tool

bull Draft copy must be reviewed and approved by Extreme Networks

bull Copy of completed sales tool

bull Email verification from Extreme Networks employee of approved copy

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 if Extreme Networks is the sole vendor represented in the materials

bull Partial reimbursement if multiple vendors are represented in materials

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

CUSTOMER TRAINING

INCENTIVES

Training voucher incentive to develop customer knowledge and expertise with Extreme products

bull Copy of training incentive program including rules date of incentive activity anticipated sales revenues wards structure selection criteria sales goals eligibility requirements and award incentives

bull Performance metrics on incentive program with Sales Rep Names customer awards

bull Copy of itemized invoices or 3rd party invoices receipts of training voucher purchase

bull Name of Customers awarded training vouchers

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100

bull Maximum $25K

bull Training voucher orders over $5k must obtain Extreme Networks Channel Director approval and email of approval uploaded as proof of performance to claim

NOT FOR RESALE (NFR)

EQUIPMENT

Extreme equipment to be used for demonstration purposes to drive customer awareness and sales

Approved quote from NFR Desk Request Form found on PartnerNetValue of equipment ordered is in accordance with the NFR program

bull Invoice from Extreme Networks or Extreme Networks Distributor for NFR equipment purchased

bull Invoice to Extreme Networks for amount to be reimbursed

bull List of NFR equipment serial numbers

bull 100 up to $25K net price per Extreme Networks fiscal year

bull Demo gear Reimbursement is not to exceed 30 of overall EDF Funds accrued

bull NFR program is for demo equipment only

bull Internal use equipment and equipment customer proof-of-concept is not reimbursable via EDF please contact your Extreme Account Manager for Proof of Concept process

LOCALIZATION TRANSLATION

Third party translation of Extreme Networks assets and campaigns that are not provided in partnerrsquos local language

bull Asset to be translated

bull Original invoice from3rd party

bull 100 if Extreme Networks marketing resources are not able to provide translation services

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

CONTENT SYNDICATION

3rd Partner Outsourced Content Syndication Services (EXAMPLE TechTarget)

bull Reachnumber of impressionsnumber of views

bull Number of downloaded assets

bull Copy of itemized 3rd party invoicesreceipts or current internal expense rate card on file with Extreme Networks

bull Invoice Summary for amount to be reimbursed

bull Original screenshot of the activity with related asset featuring the components and the dates of the activity(displaying Extreme Networks name or logo)

bull 50 standard reimbursement as an individual activity

bull 50 to 100 if activity is part of a multi touch integrated campaign

bull Full copy of text including featured product(s) or solutions

bull URL links to social sites

bull If applicable the appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

ADVERTISING CATALOG

SPONSORSHIP BANNERS

Promotional activities that involve Advertisements in magazines catalogs newspapers journals online banner advertising and promotions media broadcasts on radio and TV networks videos inserts and flyers in publicationsMust include Extreme Networks mention and or logo and call to action

bull Copy of proposal including insertion dates publication name and total net cost

bull Original sample displaying Extreme Networks name or logo of magazine newspaper script flyer banner or video link featuring the ad and the date of publication

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates publication name and to talnet cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Final sample of advertisement

bull 50 standard reimbursement

bull Up to 100 if part of Extreme Networks campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

bull Extreme Networks audible announcement twice during any

bull 30-second commercial segment is recommended

bull Call to action Web address with complete URL

bull For any advertising sponsorships that exceed a duration of90 days Partner must submit quarterly PAs and claim reimbursement on a quarterly basis

CUSTOMER LITERATURE OR

COLLATERAL

Any type of tool that will aid in the understanding and selling of Extreme Networks products or solution service offerings to end users This can include Brochures product guides data sheets white papers and training presentations

bull Description of how asset will be used

bull Copy of asset

bull Copy of itemized 3rd party invoicesreceipts showing total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Sample of original finished literature

bull 50 standard reimbursement

bull Up to 100 if part of Extreme Networks campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS

PROMOTIONAL MERCHANDISE

Purchase promotional merchandise to promote Extreme Networks and Extreme Networks products

bull Quantity purchased

bull Description of how merchandise will be used

bull Photo or sample of the final promotional merchandise (must display Extreme Networks logo)

bull Copy of itemized 3rd party invoicesreceipts

bull 50 standard reimbursement

bull Up to 100 reimbursement may be approved if promotional merchandise is part of an approved partner sponsored activity promoting Extreme as the only vendor pending Extremersquos approval

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull For public sector customer gift rules limits must be considered before promotional merchandise can be offered (ex US Federal has a $20limit)

SEARCH ENGINE PLACEMENT

bull Purchase space on Internet search engines to increase hits to site(s) that promotes Extreme Networks and Extreme Networks products

bull Copy of proposal showing insertion dates and total net cost

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates and total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Keyword report (impressions clicks click- thru rate costclick etc)

bull Original screenshot of the campaign featuring the components and the dates of the campaign (displaying Extreme name or logo)

bull 50 standard reimbursement

bull 50 ndash 100 if activity is part of a multi touch integrated campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on the PartnerNet and must be prominently displayed and unaltered

bull We recommend your campaign promotes an asset or strong call to action to optimize performance

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

FUNDED HEADCOUNT

PROGRAM

To create focus and dedication at the partner level so that both Extreme and the partner are able to drive key strategic initiatives

bull Copy of the counter signed Funded Head agreement between Extreme and partner

Agreement found on PartnerNet please contact your Channel Account Manager for details on this program prior to submitting the pre-approval

bull Copy of employee pay stub from period seeking reimbursement

bull Copy of quarterly reporting along with documentation of achieved metrics

bull Invoice to Extreme for amount of agreed upon reimbursement

bull Copy of employee pay stub from period seeking reimbursement

bull Copy of quarterly reporting along with documentation of achieved metrics

bull Invoice to Extreme for amount of agreed upon reimbursement

bull Up to 50 of annual salary

bull Reimbursement should not exceed 40 of partners total EDF accrual

bull All funded heads require regional Channel Director approval

bull Program available only to Platinum and Diamond level partners unless otherwise approved in writing by Extreme All partners must meet program requirements set forth in the Funded Head Agreement

bull Pre-Approval to be submitted at beginning of Extreme fiscal quarter and claimed at end of that same fiscal quarter

bull Contract terms are one year with quarterly metrics review and may be terminated with 30 day written notice based on non-performance of objectives

EXTREME NETWORKS CUSTOMER

CASE STUDY

Development of a printed or video case study that details a customerrsquos positive experience with Extreme Networks Must include benefit customer received and customerrsquos endorsement of Extreme Networks

bull Draft copy must be reviewed and approved by Extreme Networks

bull Number of copies to be printed

bull Copy of final version of Case Study

bull Copy of itemized 3rd party invoices

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement contingent on review and final approval of case study by Extreme Networks

bull Development and writing of case studies is offered through Extreme Networks Concierge Service in some regions please contact your Extreme Channel Manager for information

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

BUSINESS CONSULTING

Extreme Networks approved workshops to help Extreme initiatives and strategies to the partner

bull Confirmation to attend webinar workshop

bull Confirmation of attendance

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100 bull All consulting is conducted by an Extreme Networks approved 3rd party vendor

httpwwwextremenetworkscomcontact Phone +1-408-579-2800

WWWEXTREMENETWORKSCOM

copy2017 Extreme Networks Inc All rights reserved Extreme Networks and the Extreme Networks logo are trademarks or registered trademarks of Extreme Networks Inc in the United States andor other countries All other names are the property of their respective owners For additional information on Extreme Networks Trademarks please see httpwwwextremenetworkscomcompanylegaltrademarks Specifications and product availability are subject to change without notice 11547-0217-09

EDF Program Overview 18

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

ASSETS COLLATERAL

Any type of tool that will aid in the understanding and selling of Extreme products to end users This can include brochures product guides white papers and data sheets that are unique and not already available to partners by Extreme Networks

bull Description of how assets will be utilized

bull Draft copy must be reviewed and approved by Extreme Networks

bull Copy of completed sales tool

bull Copy of itemized 3rd party invoicesreceipts or current

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 50 standard reimbursement contingent on review and final approval of asset by Extreme Networks

bull Up to 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks as part of an integrated campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

WEB PAGE CREATION

Creation of web type tool that will aid in the understanding and selling of Extreme Networks products This includes landing pages and micro sites that are specific to Extreme Networks including downloadable assets such as brochures product guides videos and presentations for end users

bull Third party proposal SOW that describes deliverable related to Extreme Networks

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull Screen shot of the live web page(s) including specific URL

bull Email verification from Extreme Networks employee of approved copy

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement if Extreme Networks is the only vendor represented on the web page contingent on review and final approval of content by Extreme Networks

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

NOT ELIGIBLE Company website development (infrastructure)

bull Monthly charges for server usage hardware software required for implementation or online charges

TRAINING

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS PARTNER

CERTIFICATION TRAINING

Training and Certification for partner employees Extreme Networks approved eLearning courses only from Extreme Networks education website where Extreme Networks certification is achieved

bull Number names of individuals to be certified

bull Copy of itemized 3rd party invoices receipts

bull Copy of invoice fromExtreme Netw orks Distribution

bullCredit card transaction receipt

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 standard reimbursement

bull All courses must be Extreme Networks eLEarning course offerings

Page 6: Extreme Development Funds Global Partner MDF …extremenetworks.channel-fusion.com/documents/EDFGuidelines.pdf · Extreme Development Funds Global Partner MDF Program Guide ... EDF

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

A partner with available EDF must follow these procedures to request and receive

reimbursement for eligible activities

bull Submitting PA requests for each activity via Extreme Networks EDF Portal is required A PA must be submitted at least 7 days prior to activity start date Any activity that

takes place before a PA has been approved in the EDF Portal will be denied

bull PA approvals will be reviewed within 3 business days of submission Once

approvedthe PA will be available until 60 days after the Activity end date at

which time the PA will expire It is very important to make sure that accurate activity start and end dates are entered into the PA

bull All requests will be assigned a unique PA Number This PA must be approved by

Extreme Networks before the activity can begin and is valid only for the time

period requested

bull Claims for reimbursement must be accompanied by the required Proof of

Performance and ROI documentation (as specified in this document under

the heading ldquoPoPROI Matrixrdquo) If a claim is not submitted with all required

documentation by the PA expiration date the PA will automatically close and

NOT be paid

bull If the PoP supporting documentation is less than the PA approved or claim

amountthe claim will be paid out at the lesser amount upon receipt of the

Partnerrsquos revised invoice to Extreme Networks

bull Claims can be submitted for up to 25 more than the funds requested in the pre-

approval Any amount exceeding 25 of the original approved amount will need

to go back through the PA process

bull Claims submitted for a prefunded not yet approved activity will not be approved

under any circumstances

bull EDF is currently made available in USD While EDF is made available by Extreme

Networks in USD claims that are submitted in another currency will be translated

to USD and claim reimbursement will be calculated using the appropriate

currency rate at time of claim

bull Reimbursement for approved claims that are accompanied by the required

proof of performance will be paid within 30 business days of claim being

approved for payment

bull Invoice from Partner should be uploaded in the claim for the exact amount

inldquoTotal Claim Amountrdquo Extreme billing address should be

N AMERICA LATAM APAC EMEA

Extreme Networks Inc Extreme Networks Ireland Ltd 6480 Via Del Oro Rineanna House

San Jose CA 95119 USA Shannon Free Zone

Shannon Co Clare Ireland VAT No IE8215318B

bull Invoices for claim reimbursement should ONLY be submitted in the EDF

Portalplease do not submit these to our Accounts Payables department directly

otherwise this will hold up the payment processing

Rules for Requesting and Claiming

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

EDF Process at A Glance

ACTION TIMELINE PROCESS

PARTNER SUBMITS PRE-APPROVAL

(PA)

7 days prior to activity start date

Activity start and end dates cannot extend beyond the day before funds are due to expire

PA REVIEWED BY EXTREME

Approximately 2-3 business days from PA submission date

Extreme representatives review PA They may approve deny or request additional information from partner

IF PA APPROVED PARTNER

CONDUCTS ACTIVITY

Partners are notified via emailbull PA is approvedbull Amount percentage of funding

that is approved

PARTNER SUBMITS CLAIM

AGAINST PA

Submit within 60 days after activity end date

Partners are notified via emailbull PA is approvedbull Amount percentage of funding

that is approved

CLAIM VALIDATION

BEGINS

Validation will occur within 5-10 business days of claim submission

bull Partners are notified via email if claim is on hold due to missing or incomplete PoP along with the deadline to provide the information

bull Length of validation process is determined by completeness of required information submitted Incomplete or missing PoP or ROI will delay an approval PoP or ROI that does not align with approved activity details or contains ineligible expenses or other questionable items may also impact the approval timeline

CLAIM AUDIT

COMPLETE

PA Reviewed by Extreme

bull Partner notified via email when claim is validated and payment is on its way

bull Partners will be notified if claim expires before appropriate incomplete or missing PoP is provided or if claim submission is denied

CLAIM IS PAIDPA Reviewed by Extreme

bull Claims are paid within 30 business days from the day the claim is validated

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

Return on Investment (RIO)

Extreme Networks requires partners to provide ROI metrics for marketing activities

to measure the effectiveness of EDF investments Partners must provide metrics

via the EDF Portal twice during the process

bull Initial metric estimate is due at the time the partner submits the PA request

bull Achieved actual metrics are due at the time of claim submission

Measurement of ROI activities under the Demand Generation category is expected

to give 251 Pipeline ROI and 101 on Closed Revenue ROI Please make sure to enter

accurate number of leads For details on deal registration please visit PartnerNet

The submitted ROI may be leveraged to make decisions for future funding Partners

are encouraged to submit accurate results in a timely manner to assist in funding

discussions with your Extreme Networks Manager

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

General Terms and Conditions

As a reminder under the terms of your partner agreement with Extreme Networks

you have an obligation to comply with all applicable laws including but not limited

to the anti-corruption laws such as the US Foreign Corrupt Practices Act This means

that neither you nor any of your agents may make any direct or indirect payments of

anything of value for the purpose of obtaining business to any government official

(including any person holding an executive legislative judicial or administrative

office whether elected or appointed or of any public international organization such

as the United Nations or World Bank or any person acting in any official capacity

for or on behalf of such government public enterprise or state-owned business)

any political party or party official any political candidate or any person or entity

who you know will give part of the payments to any of the previously mentioned

categories of people If you have any further questions about the FCPA you may visit

the Department of Justicersquos website at httpwwwusdojgovcriminalfraudfcpa

Any violation of these rules is subject to immediate termination of the Extreme EDF

program and potentially the Extreme Networks Partner Program

bull Extreme Networks will not directly reimburse any 3rd party vendor on behalf of

a partner This is the sole responsibility of the partner

bull With respect to all personally identifiable information that it collects from

customers and prospective customers partners should understand and follow

all applicable privacy laws and regulations Extreme Networks expects that a

partner will have a posted privacy policy that governs its treatment of such

information and is followed by partner honor any opt-out requests in accordance

with applicable law and contact customers and prospective customers only in

accordance with applicable law

bull If a partner agreement is terminated for any reason Extreme Networks will pay

any outstanding claims if already approved by Extreme Networks up to the date

of actual termination On the date of termination all funds will be removed and

any open Prior Approvals will be closed Termination as an Extreme Networks

partner results in ineligibility in the Extreme Networks EDF Program as of the

date of termination

bull Extreme Networks reserves the right to change the terms of the Extreme

Networks EDF Program or revoke the program at any time for any reason

bull In the event that the partner fails to comply with these Terms Extreme Networks

reserves the right to reclaim any incorrect claims and the costs of an audit

exclude partner from Extreme Networks EDF Program or exclude partner from

the EPN program or other applicable programs

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration and Support 10

EDF Activity Matrix 11

EDF Training Funds Administration and Support

Extreme has contracted Channel Fusion for global EDF program administration

including management of funds activities and claims via their online portal audits

on claims

When necessary Channel Fusion representatives may contact partners directly

via phone or email and also via automated emails throughout various stages of

the funding life cycle (eg PA-related emails claim related emails fund expiration

notices etc)

All information and documents provided by partners through the DEVELOPMENT

FUNDS Portal are stored on secure servers and shared only between our 3rd party

vendor and Extreme as part of the claims auditing and payment administration

process The information is not shared with third parties except where required by

internal audit andor SOX compliance purposes

Extreme has a dedicated team of specialists available to support the

EDF program All inquiries should be submitted to your local resource or

partnerprogramsextremenetworkscom

Extremersquos goal is to respond to inquiries and resolve issues as quickly as possible

While we aim to respond to inquiries within 24 hours of receipt and resolve issues

within three business days there may be circumstances that prevent us from

meeting those timelines

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

CUSTOMER OR

PARTNER EVENT

Customer prospect or Partner Seminar Webinar Event hosted and driven by the partner focused on Extreme Networks or a joint solution with an Extreme Networks Technology Solutions Partner

bull Event must include a presentation by an Extreme Networks employee Partner representative or a customer speaking on behalf of Extreme Networks

bull Minimum 30 minutes of Extreme Networks content speaking time is required

bull Original invitation and detailed agenda for event

bull Identify confirmed Extreme Networks presenter Invitation list

bull Attendee list

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull Photo displaying Extreme Networks name or logo on a presentation banner event booklet etc showing Extreme representation

Event

bull 50 standard reimbursement if Extreme is the sole vendor represented

bull Up to 100 if the following criteria are met

bull Extreme Networks is the sole vendor represented and speaking engagement with an Extreme Networks subject matter expert to present ampor support event

bull If multiple vendors are represented Extreme will reimburse a fair percentage based on the number of vendors

Partner ROI Guidelines Events should consistently meet 20x investment ROI expectations or achievements of ROI expectations set by CAM during business planning

bull The appropriate Extreme logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Attendee list must contain Company and Customer Names

bull Exceptions made to 30 minute speaking requirement when the event is a table top round table or speed meeting event (Partner must enter

ldquotable top round table or speed meeting eventrdquo in activity description to avoid claim being put on hold)

NOT ELIGIBLE

bull Booth purchase or construction ndash booth rental is eligible

TRADESHOW

Participation in a tradeshow sponsored by a 3rd party industry or partner to promote Extreme Networks and the sale of Extreme Networks products

bull Copy of itemized sponsorship document with dollar amount

bull Identify confirmed Extreme Networks presenter

Copy of itemized 3rd party invoicesreceipts or fully executed sponsorship contract with dollar amount

bull Attendee list if available

bull List of leads generated from event

bull Complete package of collateral - if applicable

bull Photo of booth displaying Extreme Networks branding

bull Invoice to Extreme Networks for amount to be reimbursed

Event

bull bull50 standard reimbursement

bull Up to 100 if the following criteria are met

bull Extreme Networks is the sole vendor represented

bull Speaking Engagement with and Extreme Networks executive (Sr Director or above) or subject matter expert to present and or support event

bull Minimum 30 minutes of Extreme Networks content speaking time is required CAM during business planning

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Attendee and lead list must contain Company Name Customer Name

NOT ELIGIBLE

bull Booth purchase or construction ndash booth rental is eligible

bull Attendee registration fees

EDF Activity Matrix

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

DIRECT MAIL OR EMAIL CAMPAIGN

bull Creative development production printing and postage of direct mail or email pieces product flyers postcard announcements newsletters and campaign materials

bull Specific list purchase for purpose of mailing

bull Copy of itemized 3rd party proposal showing insertion dates publication name and total net cost

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates publication name and total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Original samplephoto or screenshot if internet based of directemail campaign components and dates (displaying Extreme Networks name or logo)

bull Recipient list

Free with Demand Center campaign tools

bull bull50 standard reimbursement if developed and executed by partner

Or

bull 50- 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks

ROI Guidelines

bull Email in order to continuously reimburse email activity partners must consistently meet industry standards for ROI (2 click through rate)

bull 1-2 direct mail response rate or ROI expectations set by CAM during business planning

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Annual or Quarterly list subscription services from reputable providers will be reimbursed up to 25 of the monthly quarterly invoice

INTEGRATED SALES AND MARKETING CAMPAIGN

Integrated campaigns to drive partner and Extreme Networks objectives including but not limited to direct mail email telemarketing sales incentive seminar or other approved activities

bull List of all activities included in the Integrated Marketing Campaign must be submitted at time of PA and referenced at time of claim

bull At claim Proof of Performance (PoP)for each activity must be submitted

bull Invoice to Extreme Networks for amount to be reimbursed

bull 50 standard reimbursement

bull Up to 100 depending on strength of plan proposed by partner andor delivered with Extreme Networks concierge (USCAN only) or marketing support from Extreme Networks in APAC LATAM and EMEA

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet must be prominently displayed and unaltered

bull AttendeeLeads list must contain Company Name Customer Name

bull Sample(s) must be provided for quarterly activities being claimed

bull All documentation must specifically reference Extreme Networks

TELEMARKETING CAMPAIGN

APPOINTMENT SETTING

Demand generation telemarketing campaigns conducted by an approved third party vendor on behalf of the partner

Must be Extreme Networks focused or promote a joint solution with an Extreme Networks Technology Solutions Partner Telemarketing for the following

bull Appointment setting

bull Event recruitment

bull BANT lead gen

bull ldquoTele-chaserdquo follow up to direct marketing campaigns

bull Guaranteed number of attendees to an event to be delivered by vendor

bull Copy of draft telemarketing script

bull Call list identifying target name company job title (list of resulting leads andor attendees maybe provided in lieu of this)

bull Copy of itemized 3rd party invoicesreceipts

bull Copy of final telemarketing script

bull Invoice to Extreme Networks for amount to be reimbursed

bull 50 standard reimbursement for lead gen to develop BANT qualified leads

bull Up to 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks

bull For appointment setting campaigns Sliding scale of 50-100 based on performance against guaranteed appointment goal

bull List must contain Company Name Customer Name and

bull Meeting date if appointment setting

bull Registered attendees if event recruitment

bull Lead designations if lead generation

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS EXECUTIVE BRIEFING

Extreme Networks executive briefings for customers of Extreme Networks partners held in San Jose CA or Salem NH Raleigh NC or an approved Solution Demo facility Customer deal size must be in excess of$200000

bull Number of customers attending

bull Estimated Extreme Networks Pipeline

bull Attendee list

bull Copy of all itemized receipts for lodging and transportation fare showing dates cost and flight class

bull Proof of invitation and detailed agenda for event

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 standard reimbursement

bull Airfare coacheconomy only

bull Maximum reimbursement of 2 nights hotel stay 3 nights for international

bull Maximum 3 days car rental 4 days for international

bull Attendee list must contain Company Name Customer Name

bull Travel reimbursement is for customers only

NOT ELIGIBLE Meals alcohol and entertainment activities outside of EBC visit

SALES INCENTIVES

Partner sales incentive or SPIF to generate incremental revenue for indicated quarter providing the incentive activity complies with Extreme Networks guidelines and policies for reimbursement as well as local and international law

bull Copy of incentive program including rules date of incentive activity anticipated sales revenues awards structure selection criteria sales goals eligibility requirements and award incentives

bull Performance metrics on incentive program with Sales Rep Names attainment and total Payout amounts

bull Copy of itemized invoices or 3rd party invoices receipts andor Point of Sale (POS) report

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100

bull Maximum of $25K

bull Activities over $25k must obtain Extreme Networks Sr Director approval and email of approval uploaded as proof of performance to claim

bull Partner is liable for applicable income taxes or other as they apply in hisher region

LISTPURCHASE

SUBSCRIPTION

Custom contact discovery list rentals or purchases and subscription based services (Example vendor Rain King)

bull Target market and list parameters

bull Company target list if available

bull Quantity of contacts expected

bull 3rd party rentalpurchase name

bull Custom contact discovery and list purchases actual list of contacts developed

bull List rentals Copy of itemized invoices from rental agency showing insertions dates quantity

Standalone Lists

bull bull50 for standalone list build not part of an integrated campaign

bull 50-100 if part of an integrated campaign (email tele) deployed by Concierge or Extreme Networks

bull 25 for annual list subscriptions (ex Rain King)

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Annual or Quarterly list subscription services from reputable providers will be reimbursed up to 25 of the monthly quarterly invoice

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

PARTNER SALES TOOL

DEVELOPMENT

Creation of sales tool (eg product guide cheat sheet competitive matrixes) used to educate the partner to enable improved and faster selling of Extreme Networks products and solutions

bull Number of partner rep strainedutilizing tool

bull Draft copy must be reviewed and approved by Extreme Networks

bull Copy of completed sales tool

bull Email verification from Extreme Networks employee of approved copy

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 if Extreme Networks is the sole vendor represented in the materials

bull Partial reimbursement if multiple vendors are represented in materials

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

CUSTOMER TRAINING

INCENTIVES

Training voucher incentive to develop customer knowledge and expertise with Extreme products

bull Copy of training incentive program including rules date of incentive activity anticipated sales revenues wards structure selection criteria sales goals eligibility requirements and award incentives

bull Performance metrics on incentive program with Sales Rep Names customer awards

bull Copy of itemized invoices or 3rd party invoices receipts of training voucher purchase

bull Name of Customers awarded training vouchers

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100

bull Maximum $25K

bull Training voucher orders over $5k must obtain Extreme Networks Channel Director approval and email of approval uploaded as proof of performance to claim

NOT FOR RESALE (NFR)

EQUIPMENT

Extreme equipment to be used for demonstration purposes to drive customer awareness and sales

Approved quote from NFR Desk Request Form found on PartnerNetValue of equipment ordered is in accordance with the NFR program

bull Invoice from Extreme Networks or Extreme Networks Distributor for NFR equipment purchased

bull Invoice to Extreme Networks for amount to be reimbursed

bull List of NFR equipment serial numbers

bull 100 up to $25K net price per Extreme Networks fiscal year

bull Demo gear Reimbursement is not to exceed 30 of overall EDF Funds accrued

bull NFR program is for demo equipment only

bull Internal use equipment and equipment customer proof-of-concept is not reimbursable via EDF please contact your Extreme Account Manager for Proof of Concept process

LOCALIZATION TRANSLATION

Third party translation of Extreme Networks assets and campaigns that are not provided in partnerrsquos local language

bull Asset to be translated

bull Original invoice from3rd party

bull 100 if Extreme Networks marketing resources are not able to provide translation services

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

CONTENT SYNDICATION

3rd Partner Outsourced Content Syndication Services (EXAMPLE TechTarget)

bull Reachnumber of impressionsnumber of views

bull Number of downloaded assets

bull Copy of itemized 3rd party invoicesreceipts or current internal expense rate card on file with Extreme Networks

bull Invoice Summary for amount to be reimbursed

bull Original screenshot of the activity with related asset featuring the components and the dates of the activity(displaying Extreme Networks name or logo)

bull 50 standard reimbursement as an individual activity

bull 50 to 100 if activity is part of a multi touch integrated campaign

bull Full copy of text including featured product(s) or solutions

bull URL links to social sites

bull If applicable the appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

ADVERTISING CATALOG

SPONSORSHIP BANNERS

Promotional activities that involve Advertisements in magazines catalogs newspapers journals online banner advertising and promotions media broadcasts on radio and TV networks videos inserts and flyers in publicationsMust include Extreme Networks mention and or logo and call to action

bull Copy of proposal including insertion dates publication name and total net cost

bull Original sample displaying Extreme Networks name or logo of magazine newspaper script flyer banner or video link featuring the ad and the date of publication

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates publication name and to talnet cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Final sample of advertisement

bull 50 standard reimbursement

bull Up to 100 if part of Extreme Networks campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

bull Extreme Networks audible announcement twice during any

bull 30-second commercial segment is recommended

bull Call to action Web address with complete URL

bull For any advertising sponsorships that exceed a duration of90 days Partner must submit quarterly PAs and claim reimbursement on a quarterly basis

CUSTOMER LITERATURE OR

COLLATERAL

Any type of tool that will aid in the understanding and selling of Extreme Networks products or solution service offerings to end users This can include Brochures product guides data sheets white papers and training presentations

bull Description of how asset will be used

bull Copy of asset

bull Copy of itemized 3rd party invoicesreceipts showing total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Sample of original finished literature

bull 50 standard reimbursement

bull Up to 100 if part of Extreme Networks campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS

PROMOTIONAL MERCHANDISE

Purchase promotional merchandise to promote Extreme Networks and Extreme Networks products

bull Quantity purchased

bull Description of how merchandise will be used

bull Photo or sample of the final promotional merchandise (must display Extreme Networks logo)

bull Copy of itemized 3rd party invoicesreceipts

bull 50 standard reimbursement

bull Up to 100 reimbursement may be approved if promotional merchandise is part of an approved partner sponsored activity promoting Extreme as the only vendor pending Extremersquos approval

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull For public sector customer gift rules limits must be considered before promotional merchandise can be offered (ex US Federal has a $20limit)

SEARCH ENGINE PLACEMENT

bull Purchase space on Internet search engines to increase hits to site(s) that promotes Extreme Networks and Extreme Networks products

bull Copy of proposal showing insertion dates and total net cost

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates and total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Keyword report (impressions clicks click- thru rate costclick etc)

bull Original screenshot of the campaign featuring the components and the dates of the campaign (displaying Extreme name or logo)

bull 50 standard reimbursement

bull 50 ndash 100 if activity is part of a multi touch integrated campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on the PartnerNet and must be prominently displayed and unaltered

bull We recommend your campaign promotes an asset or strong call to action to optimize performance

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

FUNDED HEADCOUNT

PROGRAM

To create focus and dedication at the partner level so that both Extreme and the partner are able to drive key strategic initiatives

bull Copy of the counter signed Funded Head agreement between Extreme and partner

Agreement found on PartnerNet please contact your Channel Account Manager for details on this program prior to submitting the pre-approval

bull Copy of employee pay stub from period seeking reimbursement

bull Copy of quarterly reporting along with documentation of achieved metrics

bull Invoice to Extreme for amount of agreed upon reimbursement

bull Copy of employee pay stub from period seeking reimbursement

bull Copy of quarterly reporting along with documentation of achieved metrics

bull Invoice to Extreme for amount of agreed upon reimbursement

bull Up to 50 of annual salary

bull Reimbursement should not exceed 40 of partners total EDF accrual

bull All funded heads require regional Channel Director approval

bull Program available only to Platinum and Diamond level partners unless otherwise approved in writing by Extreme All partners must meet program requirements set forth in the Funded Head Agreement

bull Pre-Approval to be submitted at beginning of Extreme fiscal quarter and claimed at end of that same fiscal quarter

bull Contract terms are one year with quarterly metrics review and may be terminated with 30 day written notice based on non-performance of objectives

EXTREME NETWORKS CUSTOMER

CASE STUDY

Development of a printed or video case study that details a customerrsquos positive experience with Extreme Networks Must include benefit customer received and customerrsquos endorsement of Extreme Networks

bull Draft copy must be reviewed and approved by Extreme Networks

bull Number of copies to be printed

bull Copy of final version of Case Study

bull Copy of itemized 3rd party invoices

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement contingent on review and final approval of case study by Extreme Networks

bull Development and writing of case studies is offered through Extreme Networks Concierge Service in some regions please contact your Extreme Channel Manager for information

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

BUSINESS CONSULTING

Extreme Networks approved workshops to help Extreme initiatives and strategies to the partner

bull Confirmation to attend webinar workshop

bull Confirmation of attendance

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100 bull All consulting is conducted by an Extreme Networks approved 3rd party vendor

httpwwwextremenetworkscomcontact Phone +1-408-579-2800

WWWEXTREMENETWORKSCOM

copy2017 Extreme Networks Inc All rights reserved Extreme Networks and the Extreme Networks logo are trademarks or registered trademarks of Extreme Networks Inc in the United States andor other countries All other names are the property of their respective owners For additional information on Extreme Networks Trademarks please see httpwwwextremenetworkscomcompanylegaltrademarks Specifications and product availability are subject to change without notice 11547-0217-09

EDF Program Overview 18

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

ASSETS COLLATERAL

Any type of tool that will aid in the understanding and selling of Extreme products to end users This can include brochures product guides white papers and data sheets that are unique and not already available to partners by Extreme Networks

bull Description of how assets will be utilized

bull Draft copy must be reviewed and approved by Extreme Networks

bull Copy of completed sales tool

bull Copy of itemized 3rd party invoicesreceipts or current

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 50 standard reimbursement contingent on review and final approval of asset by Extreme Networks

bull Up to 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks as part of an integrated campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

WEB PAGE CREATION

Creation of web type tool that will aid in the understanding and selling of Extreme Networks products This includes landing pages and micro sites that are specific to Extreme Networks including downloadable assets such as brochures product guides videos and presentations for end users

bull Third party proposal SOW that describes deliverable related to Extreme Networks

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull Screen shot of the live web page(s) including specific URL

bull Email verification from Extreme Networks employee of approved copy

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement if Extreme Networks is the only vendor represented on the web page contingent on review and final approval of content by Extreme Networks

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

NOT ELIGIBLE Company website development (infrastructure)

bull Monthly charges for server usage hardware software required for implementation or online charges

TRAINING

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS PARTNER

CERTIFICATION TRAINING

Training and Certification for partner employees Extreme Networks approved eLearning courses only from Extreme Networks education website where Extreme Networks certification is achieved

bull Number names of individuals to be certified

bull Copy of itemized 3rd party invoices receipts

bull Copy of invoice fromExtreme Netw orks Distribution

bullCredit card transaction receipt

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 standard reimbursement

bull All courses must be Extreme Networks eLEarning course offerings

Page 7: Extreme Development Funds Global Partner MDF …extremenetworks.channel-fusion.com/documents/EDFGuidelines.pdf · Extreme Development Funds Global Partner MDF Program Guide ... EDF

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

EDF Process at A Glance

ACTION TIMELINE PROCESS

PARTNER SUBMITS PRE-APPROVAL

(PA)

7 days prior to activity start date

Activity start and end dates cannot extend beyond the day before funds are due to expire

PA REVIEWED BY EXTREME

Approximately 2-3 business days from PA submission date

Extreme representatives review PA They may approve deny or request additional information from partner

IF PA APPROVED PARTNER

CONDUCTS ACTIVITY

Partners are notified via emailbull PA is approvedbull Amount percentage of funding

that is approved

PARTNER SUBMITS CLAIM

AGAINST PA

Submit within 60 days after activity end date

Partners are notified via emailbull PA is approvedbull Amount percentage of funding

that is approved

CLAIM VALIDATION

BEGINS

Validation will occur within 5-10 business days of claim submission

bull Partners are notified via email if claim is on hold due to missing or incomplete PoP along with the deadline to provide the information

bull Length of validation process is determined by completeness of required information submitted Incomplete or missing PoP or ROI will delay an approval PoP or ROI that does not align with approved activity details or contains ineligible expenses or other questionable items may also impact the approval timeline

CLAIM AUDIT

COMPLETE

PA Reviewed by Extreme

bull Partner notified via email when claim is validated and payment is on its way

bull Partners will be notified if claim expires before appropriate incomplete or missing PoP is provided or if claim submission is denied

CLAIM IS PAIDPA Reviewed by Extreme

bull Claims are paid within 30 business days from the day the claim is validated

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

Return on Investment (RIO)

Extreme Networks requires partners to provide ROI metrics for marketing activities

to measure the effectiveness of EDF investments Partners must provide metrics

via the EDF Portal twice during the process

bull Initial metric estimate is due at the time the partner submits the PA request

bull Achieved actual metrics are due at the time of claim submission

Measurement of ROI activities under the Demand Generation category is expected

to give 251 Pipeline ROI and 101 on Closed Revenue ROI Please make sure to enter

accurate number of leads For details on deal registration please visit PartnerNet

The submitted ROI may be leveraged to make decisions for future funding Partners

are encouraged to submit accurate results in a timely manner to assist in funding

discussions with your Extreme Networks Manager

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

General Terms and Conditions

As a reminder under the terms of your partner agreement with Extreme Networks

you have an obligation to comply with all applicable laws including but not limited

to the anti-corruption laws such as the US Foreign Corrupt Practices Act This means

that neither you nor any of your agents may make any direct or indirect payments of

anything of value for the purpose of obtaining business to any government official

(including any person holding an executive legislative judicial or administrative

office whether elected or appointed or of any public international organization such

as the United Nations or World Bank or any person acting in any official capacity

for or on behalf of such government public enterprise or state-owned business)

any political party or party official any political candidate or any person or entity

who you know will give part of the payments to any of the previously mentioned

categories of people If you have any further questions about the FCPA you may visit

the Department of Justicersquos website at httpwwwusdojgovcriminalfraudfcpa

Any violation of these rules is subject to immediate termination of the Extreme EDF

program and potentially the Extreme Networks Partner Program

bull Extreme Networks will not directly reimburse any 3rd party vendor on behalf of

a partner This is the sole responsibility of the partner

bull With respect to all personally identifiable information that it collects from

customers and prospective customers partners should understand and follow

all applicable privacy laws and regulations Extreme Networks expects that a

partner will have a posted privacy policy that governs its treatment of such

information and is followed by partner honor any opt-out requests in accordance

with applicable law and contact customers and prospective customers only in

accordance with applicable law

bull If a partner agreement is terminated for any reason Extreme Networks will pay

any outstanding claims if already approved by Extreme Networks up to the date

of actual termination On the date of termination all funds will be removed and

any open Prior Approvals will be closed Termination as an Extreme Networks

partner results in ineligibility in the Extreme Networks EDF Program as of the

date of termination

bull Extreme Networks reserves the right to change the terms of the Extreme

Networks EDF Program or revoke the program at any time for any reason

bull In the event that the partner fails to comply with these Terms Extreme Networks

reserves the right to reclaim any incorrect claims and the costs of an audit

exclude partner from Extreme Networks EDF Program or exclude partner from

the EPN program or other applicable programs

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration and Support 10

EDF Activity Matrix 11

EDF Training Funds Administration and Support

Extreme has contracted Channel Fusion for global EDF program administration

including management of funds activities and claims via their online portal audits

on claims

When necessary Channel Fusion representatives may contact partners directly

via phone or email and also via automated emails throughout various stages of

the funding life cycle (eg PA-related emails claim related emails fund expiration

notices etc)

All information and documents provided by partners through the DEVELOPMENT

FUNDS Portal are stored on secure servers and shared only between our 3rd party

vendor and Extreme as part of the claims auditing and payment administration

process The information is not shared with third parties except where required by

internal audit andor SOX compliance purposes

Extreme has a dedicated team of specialists available to support the

EDF program All inquiries should be submitted to your local resource or

partnerprogramsextremenetworkscom

Extremersquos goal is to respond to inquiries and resolve issues as quickly as possible

While we aim to respond to inquiries within 24 hours of receipt and resolve issues

within three business days there may be circumstances that prevent us from

meeting those timelines

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

CUSTOMER OR

PARTNER EVENT

Customer prospect or Partner Seminar Webinar Event hosted and driven by the partner focused on Extreme Networks or a joint solution with an Extreme Networks Technology Solutions Partner

bull Event must include a presentation by an Extreme Networks employee Partner representative or a customer speaking on behalf of Extreme Networks

bull Minimum 30 minutes of Extreme Networks content speaking time is required

bull Original invitation and detailed agenda for event

bull Identify confirmed Extreme Networks presenter Invitation list

bull Attendee list

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull Photo displaying Extreme Networks name or logo on a presentation banner event booklet etc showing Extreme representation

Event

bull 50 standard reimbursement if Extreme is the sole vendor represented

bull Up to 100 if the following criteria are met

bull Extreme Networks is the sole vendor represented and speaking engagement with an Extreme Networks subject matter expert to present ampor support event

bull If multiple vendors are represented Extreme will reimburse a fair percentage based on the number of vendors

Partner ROI Guidelines Events should consistently meet 20x investment ROI expectations or achievements of ROI expectations set by CAM during business planning

bull The appropriate Extreme logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Attendee list must contain Company and Customer Names

bull Exceptions made to 30 minute speaking requirement when the event is a table top round table or speed meeting event (Partner must enter

ldquotable top round table or speed meeting eventrdquo in activity description to avoid claim being put on hold)

NOT ELIGIBLE

bull Booth purchase or construction ndash booth rental is eligible

TRADESHOW

Participation in a tradeshow sponsored by a 3rd party industry or partner to promote Extreme Networks and the sale of Extreme Networks products

bull Copy of itemized sponsorship document with dollar amount

bull Identify confirmed Extreme Networks presenter

Copy of itemized 3rd party invoicesreceipts or fully executed sponsorship contract with dollar amount

bull Attendee list if available

bull List of leads generated from event

bull Complete package of collateral - if applicable

bull Photo of booth displaying Extreme Networks branding

bull Invoice to Extreme Networks for amount to be reimbursed

Event

bull bull50 standard reimbursement

bull Up to 100 if the following criteria are met

bull Extreme Networks is the sole vendor represented

bull Speaking Engagement with and Extreme Networks executive (Sr Director or above) or subject matter expert to present and or support event

bull Minimum 30 minutes of Extreme Networks content speaking time is required CAM during business planning

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Attendee and lead list must contain Company Name Customer Name

NOT ELIGIBLE

bull Booth purchase or construction ndash booth rental is eligible

bull Attendee registration fees

EDF Activity Matrix

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

DIRECT MAIL OR EMAIL CAMPAIGN

bull Creative development production printing and postage of direct mail or email pieces product flyers postcard announcements newsletters and campaign materials

bull Specific list purchase for purpose of mailing

bull Copy of itemized 3rd party proposal showing insertion dates publication name and total net cost

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates publication name and total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Original samplephoto or screenshot if internet based of directemail campaign components and dates (displaying Extreme Networks name or logo)

bull Recipient list

Free with Demand Center campaign tools

bull bull50 standard reimbursement if developed and executed by partner

Or

bull 50- 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks

ROI Guidelines

bull Email in order to continuously reimburse email activity partners must consistently meet industry standards for ROI (2 click through rate)

bull 1-2 direct mail response rate or ROI expectations set by CAM during business planning

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Annual or Quarterly list subscription services from reputable providers will be reimbursed up to 25 of the monthly quarterly invoice

INTEGRATED SALES AND MARKETING CAMPAIGN

Integrated campaigns to drive partner and Extreme Networks objectives including but not limited to direct mail email telemarketing sales incentive seminar or other approved activities

bull List of all activities included in the Integrated Marketing Campaign must be submitted at time of PA and referenced at time of claim

bull At claim Proof of Performance (PoP)for each activity must be submitted

bull Invoice to Extreme Networks for amount to be reimbursed

bull 50 standard reimbursement

bull Up to 100 depending on strength of plan proposed by partner andor delivered with Extreme Networks concierge (USCAN only) or marketing support from Extreme Networks in APAC LATAM and EMEA

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet must be prominently displayed and unaltered

bull AttendeeLeads list must contain Company Name Customer Name

bull Sample(s) must be provided for quarterly activities being claimed

bull All documentation must specifically reference Extreme Networks

TELEMARKETING CAMPAIGN

APPOINTMENT SETTING

Demand generation telemarketing campaigns conducted by an approved third party vendor on behalf of the partner

Must be Extreme Networks focused or promote a joint solution with an Extreme Networks Technology Solutions Partner Telemarketing for the following

bull Appointment setting

bull Event recruitment

bull BANT lead gen

bull ldquoTele-chaserdquo follow up to direct marketing campaigns

bull Guaranteed number of attendees to an event to be delivered by vendor

bull Copy of draft telemarketing script

bull Call list identifying target name company job title (list of resulting leads andor attendees maybe provided in lieu of this)

bull Copy of itemized 3rd party invoicesreceipts

bull Copy of final telemarketing script

bull Invoice to Extreme Networks for amount to be reimbursed

bull 50 standard reimbursement for lead gen to develop BANT qualified leads

bull Up to 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks

bull For appointment setting campaigns Sliding scale of 50-100 based on performance against guaranteed appointment goal

bull List must contain Company Name Customer Name and

bull Meeting date if appointment setting

bull Registered attendees if event recruitment

bull Lead designations if lead generation

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS EXECUTIVE BRIEFING

Extreme Networks executive briefings for customers of Extreme Networks partners held in San Jose CA or Salem NH Raleigh NC or an approved Solution Demo facility Customer deal size must be in excess of$200000

bull Number of customers attending

bull Estimated Extreme Networks Pipeline

bull Attendee list

bull Copy of all itemized receipts for lodging and transportation fare showing dates cost and flight class

bull Proof of invitation and detailed agenda for event

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 standard reimbursement

bull Airfare coacheconomy only

bull Maximum reimbursement of 2 nights hotel stay 3 nights for international

bull Maximum 3 days car rental 4 days for international

bull Attendee list must contain Company Name Customer Name

bull Travel reimbursement is for customers only

NOT ELIGIBLE Meals alcohol and entertainment activities outside of EBC visit

SALES INCENTIVES

Partner sales incentive or SPIF to generate incremental revenue for indicated quarter providing the incentive activity complies with Extreme Networks guidelines and policies for reimbursement as well as local and international law

bull Copy of incentive program including rules date of incentive activity anticipated sales revenues awards structure selection criteria sales goals eligibility requirements and award incentives

bull Performance metrics on incentive program with Sales Rep Names attainment and total Payout amounts

bull Copy of itemized invoices or 3rd party invoices receipts andor Point of Sale (POS) report

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100

bull Maximum of $25K

bull Activities over $25k must obtain Extreme Networks Sr Director approval and email of approval uploaded as proof of performance to claim

bull Partner is liable for applicable income taxes or other as they apply in hisher region

LISTPURCHASE

SUBSCRIPTION

Custom contact discovery list rentals or purchases and subscription based services (Example vendor Rain King)

bull Target market and list parameters

bull Company target list if available

bull Quantity of contacts expected

bull 3rd party rentalpurchase name

bull Custom contact discovery and list purchases actual list of contacts developed

bull List rentals Copy of itemized invoices from rental agency showing insertions dates quantity

Standalone Lists

bull bull50 for standalone list build not part of an integrated campaign

bull 50-100 if part of an integrated campaign (email tele) deployed by Concierge or Extreme Networks

bull 25 for annual list subscriptions (ex Rain King)

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Annual or Quarterly list subscription services from reputable providers will be reimbursed up to 25 of the monthly quarterly invoice

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

PARTNER SALES TOOL

DEVELOPMENT

Creation of sales tool (eg product guide cheat sheet competitive matrixes) used to educate the partner to enable improved and faster selling of Extreme Networks products and solutions

bull Number of partner rep strainedutilizing tool

bull Draft copy must be reviewed and approved by Extreme Networks

bull Copy of completed sales tool

bull Email verification from Extreme Networks employee of approved copy

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 if Extreme Networks is the sole vendor represented in the materials

bull Partial reimbursement if multiple vendors are represented in materials

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

CUSTOMER TRAINING

INCENTIVES

Training voucher incentive to develop customer knowledge and expertise with Extreme products

bull Copy of training incentive program including rules date of incentive activity anticipated sales revenues wards structure selection criteria sales goals eligibility requirements and award incentives

bull Performance metrics on incentive program with Sales Rep Names customer awards

bull Copy of itemized invoices or 3rd party invoices receipts of training voucher purchase

bull Name of Customers awarded training vouchers

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100

bull Maximum $25K

bull Training voucher orders over $5k must obtain Extreme Networks Channel Director approval and email of approval uploaded as proof of performance to claim

NOT FOR RESALE (NFR)

EQUIPMENT

Extreme equipment to be used for demonstration purposes to drive customer awareness and sales

Approved quote from NFR Desk Request Form found on PartnerNetValue of equipment ordered is in accordance with the NFR program

bull Invoice from Extreme Networks or Extreme Networks Distributor for NFR equipment purchased

bull Invoice to Extreme Networks for amount to be reimbursed

bull List of NFR equipment serial numbers

bull 100 up to $25K net price per Extreme Networks fiscal year

bull Demo gear Reimbursement is not to exceed 30 of overall EDF Funds accrued

bull NFR program is for demo equipment only

bull Internal use equipment and equipment customer proof-of-concept is not reimbursable via EDF please contact your Extreme Account Manager for Proof of Concept process

LOCALIZATION TRANSLATION

Third party translation of Extreme Networks assets and campaigns that are not provided in partnerrsquos local language

bull Asset to be translated

bull Original invoice from3rd party

bull 100 if Extreme Networks marketing resources are not able to provide translation services

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

CONTENT SYNDICATION

3rd Partner Outsourced Content Syndication Services (EXAMPLE TechTarget)

bull Reachnumber of impressionsnumber of views

bull Number of downloaded assets

bull Copy of itemized 3rd party invoicesreceipts or current internal expense rate card on file with Extreme Networks

bull Invoice Summary for amount to be reimbursed

bull Original screenshot of the activity with related asset featuring the components and the dates of the activity(displaying Extreme Networks name or logo)

bull 50 standard reimbursement as an individual activity

bull 50 to 100 if activity is part of a multi touch integrated campaign

bull Full copy of text including featured product(s) or solutions

bull URL links to social sites

bull If applicable the appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

ADVERTISING CATALOG

SPONSORSHIP BANNERS

Promotional activities that involve Advertisements in magazines catalogs newspapers journals online banner advertising and promotions media broadcasts on radio and TV networks videos inserts and flyers in publicationsMust include Extreme Networks mention and or logo and call to action

bull Copy of proposal including insertion dates publication name and total net cost

bull Original sample displaying Extreme Networks name or logo of magazine newspaper script flyer banner or video link featuring the ad and the date of publication

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates publication name and to talnet cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Final sample of advertisement

bull 50 standard reimbursement

bull Up to 100 if part of Extreme Networks campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

bull Extreme Networks audible announcement twice during any

bull 30-second commercial segment is recommended

bull Call to action Web address with complete URL

bull For any advertising sponsorships that exceed a duration of90 days Partner must submit quarterly PAs and claim reimbursement on a quarterly basis

CUSTOMER LITERATURE OR

COLLATERAL

Any type of tool that will aid in the understanding and selling of Extreme Networks products or solution service offerings to end users This can include Brochures product guides data sheets white papers and training presentations

bull Description of how asset will be used

bull Copy of asset

bull Copy of itemized 3rd party invoicesreceipts showing total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Sample of original finished literature

bull 50 standard reimbursement

bull Up to 100 if part of Extreme Networks campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS

PROMOTIONAL MERCHANDISE

Purchase promotional merchandise to promote Extreme Networks and Extreme Networks products

bull Quantity purchased

bull Description of how merchandise will be used

bull Photo or sample of the final promotional merchandise (must display Extreme Networks logo)

bull Copy of itemized 3rd party invoicesreceipts

bull 50 standard reimbursement

bull Up to 100 reimbursement may be approved if promotional merchandise is part of an approved partner sponsored activity promoting Extreme as the only vendor pending Extremersquos approval

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull For public sector customer gift rules limits must be considered before promotional merchandise can be offered (ex US Federal has a $20limit)

SEARCH ENGINE PLACEMENT

bull Purchase space on Internet search engines to increase hits to site(s) that promotes Extreme Networks and Extreme Networks products

bull Copy of proposal showing insertion dates and total net cost

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates and total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Keyword report (impressions clicks click- thru rate costclick etc)

bull Original screenshot of the campaign featuring the components and the dates of the campaign (displaying Extreme name or logo)

bull 50 standard reimbursement

bull 50 ndash 100 if activity is part of a multi touch integrated campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on the PartnerNet and must be prominently displayed and unaltered

bull We recommend your campaign promotes an asset or strong call to action to optimize performance

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

FUNDED HEADCOUNT

PROGRAM

To create focus and dedication at the partner level so that both Extreme and the partner are able to drive key strategic initiatives

bull Copy of the counter signed Funded Head agreement between Extreme and partner

Agreement found on PartnerNet please contact your Channel Account Manager for details on this program prior to submitting the pre-approval

bull Copy of employee pay stub from period seeking reimbursement

bull Copy of quarterly reporting along with documentation of achieved metrics

bull Invoice to Extreme for amount of agreed upon reimbursement

bull Copy of employee pay stub from period seeking reimbursement

bull Copy of quarterly reporting along with documentation of achieved metrics

bull Invoice to Extreme for amount of agreed upon reimbursement

bull Up to 50 of annual salary

bull Reimbursement should not exceed 40 of partners total EDF accrual

bull All funded heads require regional Channel Director approval

bull Program available only to Platinum and Diamond level partners unless otherwise approved in writing by Extreme All partners must meet program requirements set forth in the Funded Head Agreement

bull Pre-Approval to be submitted at beginning of Extreme fiscal quarter and claimed at end of that same fiscal quarter

bull Contract terms are one year with quarterly metrics review and may be terminated with 30 day written notice based on non-performance of objectives

EXTREME NETWORKS CUSTOMER

CASE STUDY

Development of a printed or video case study that details a customerrsquos positive experience with Extreme Networks Must include benefit customer received and customerrsquos endorsement of Extreme Networks

bull Draft copy must be reviewed and approved by Extreme Networks

bull Number of copies to be printed

bull Copy of final version of Case Study

bull Copy of itemized 3rd party invoices

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement contingent on review and final approval of case study by Extreme Networks

bull Development and writing of case studies is offered through Extreme Networks Concierge Service in some regions please contact your Extreme Channel Manager for information

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

BUSINESS CONSULTING

Extreme Networks approved workshops to help Extreme initiatives and strategies to the partner

bull Confirmation to attend webinar workshop

bull Confirmation of attendance

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100 bull All consulting is conducted by an Extreme Networks approved 3rd party vendor

httpwwwextremenetworkscomcontact Phone +1-408-579-2800

WWWEXTREMENETWORKSCOM

copy2017 Extreme Networks Inc All rights reserved Extreme Networks and the Extreme Networks logo are trademarks or registered trademarks of Extreme Networks Inc in the United States andor other countries All other names are the property of their respective owners For additional information on Extreme Networks Trademarks please see httpwwwextremenetworkscomcompanylegaltrademarks Specifications and product availability are subject to change without notice 11547-0217-09

EDF Program Overview 18

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

ASSETS COLLATERAL

Any type of tool that will aid in the understanding and selling of Extreme products to end users This can include brochures product guides white papers and data sheets that are unique and not already available to partners by Extreme Networks

bull Description of how assets will be utilized

bull Draft copy must be reviewed and approved by Extreme Networks

bull Copy of completed sales tool

bull Copy of itemized 3rd party invoicesreceipts or current

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 50 standard reimbursement contingent on review and final approval of asset by Extreme Networks

bull Up to 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks as part of an integrated campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

WEB PAGE CREATION

Creation of web type tool that will aid in the understanding and selling of Extreme Networks products This includes landing pages and micro sites that are specific to Extreme Networks including downloadable assets such as brochures product guides videos and presentations for end users

bull Third party proposal SOW that describes deliverable related to Extreme Networks

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull Screen shot of the live web page(s) including specific URL

bull Email verification from Extreme Networks employee of approved copy

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement if Extreme Networks is the only vendor represented on the web page contingent on review and final approval of content by Extreme Networks

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

NOT ELIGIBLE Company website development (infrastructure)

bull Monthly charges for server usage hardware software required for implementation or online charges

TRAINING

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS PARTNER

CERTIFICATION TRAINING

Training and Certification for partner employees Extreme Networks approved eLearning courses only from Extreme Networks education website where Extreme Networks certification is achieved

bull Number names of individuals to be certified

bull Copy of itemized 3rd party invoices receipts

bull Copy of invoice fromExtreme Netw orks Distribution

bullCredit card transaction receipt

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 standard reimbursement

bull All courses must be Extreme Networks eLEarning course offerings

Page 8: Extreme Development Funds Global Partner MDF …extremenetworks.channel-fusion.com/documents/EDFGuidelines.pdf · Extreme Development Funds Global Partner MDF Program Guide ... EDF

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

Return on Investment (RIO)

Extreme Networks requires partners to provide ROI metrics for marketing activities

to measure the effectiveness of EDF investments Partners must provide metrics

via the EDF Portal twice during the process

bull Initial metric estimate is due at the time the partner submits the PA request

bull Achieved actual metrics are due at the time of claim submission

Measurement of ROI activities under the Demand Generation category is expected

to give 251 Pipeline ROI and 101 on Closed Revenue ROI Please make sure to enter

accurate number of leads For details on deal registration please visit PartnerNet

The submitted ROI may be leveraged to make decisions for future funding Partners

are encouraged to submit accurate results in a timely manner to assist in funding

discussions with your Extreme Networks Manager

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

General Terms and Conditions

As a reminder under the terms of your partner agreement with Extreme Networks

you have an obligation to comply with all applicable laws including but not limited

to the anti-corruption laws such as the US Foreign Corrupt Practices Act This means

that neither you nor any of your agents may make any direct or indirect payments of

anything of value for the purpose of obtaining business to any government official

(including any person holding an executive legislative judicial or administrative

office whether elected or appointed or of any public international organization such

as the United Nations or World Bank or any person acting in any official capacity

for or on behalf of such government public enterprise or state-owned business)

any political party or party official any political candidate or any person or entity

who you know will give part of the payments to any of the previously mentioned

categories of people If you have any further questions about the FCPA you may visit

the Department of Justicersquos website at httpwwwusdojgovcriminalfraudfcpa

Any violation of these rules is subject to immediate termination of the Extreme EDF

program and potentially the Extreme Networks Partner Program

bull Extreme Networks will not directly reimburse any 3rd party vendor on behalf of

a partner This is the sole responsibility of the partner

bull With respect to all personally identifiable information that it collects from

customers and prospective customers partners should understand and follow

all applicable privacy laws and regulations Extreme Networks expects that a

partner will have a posted privacy policy that governs its treatment of such

information and is followed by partner honor any opt-out requests in accordance

with applicable law and contact customers and prospective customers only in

accordance with applicable law

bull If a partner agreement is terminated for any reason Extreme Networks will pay

any outstanding claims if already approved by Extreme Networks up to the date

of actual termination On the date of termination all funds will be removed and

any open Prior Approvals will be closed Termination as an Extreme Networks

partner results in ineligibility in the Extreme Networks EDF Program as of the

date of termination

bull Extreme Networks reserves the right to change the terms of the Extreme

Networks EDF Program or revoke the program at any time for any reason

bull In the event that the partner fails to comply with these Terms Extreme Networks

reserves the right to reclaim any incorrect claims and the costs of an audit

exclude partner from Extreme Networks EDF Program or exclude partner from

the EPN program or other applicable programs

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration and Support 10

EDF Activity Matrix 11

EDF Training Funds Administration and Support

Extreme has contracted Channel Fusion for global EDF program administration

including management of funds activities and claims via their online portal audits

on claims

When necessary Channel Fusion representatives may contact partners directly

via phone or email and also via automated emails throughout various stages of

the funding life cycle (eg PA-related emails claim related emails fund expiration

notices etc)

All information and documents provided by partners through the DEVELOPMENT

FUNDS Portal are stored on secure servers and shared only between our 3rd party

vendor and Extreme as part of the claims auditing and payment administration

process The information is not shared with third parties except where required by

internal audit andor SOX compliance purposes

Extreme has a dedicated team of specialists available to support the

EDF program All inquiries should be submitted to your local resource or

partnerprogramsextremenetworkscom

Extremersquos goal is to respond to inquiries and resolve issues as quickly as possible

While we aim to respond to inquiries within 24 hours of receipt and resolve issues

within three business days there may be circumstances that prevent us from

meeting those timelines

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

CUSTOMER OR

PARTNER EVENT

Customer prospect or Partner Seminar Webinar Event hosted and driven by the partner focused on Extreme Networks or a joint solution with an Extreme Networks Technology Solutions Partner

bull Event must include a presentation by an Extreme Networks employee Partner representative or a customer speaking on behalf of Extreme Networks

bull Minimum 30 minutes of Extreme Networks content speaking time is required

bull Original invitation and detailed agenda for event

bull Identify confirmed Extreme Networks presenter Invitation list

bull Attendee list

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull Photo displaying Extreme Networks name or logo on a presentation banner event booklet etc showing Extreme representation

Event

bull 50 standard reimbursement if Extreme is the sole vendor represented

bull Up to 100 if the following criteria are met

bull Extreme Networks is the sole vendor represented and speaking engagement with an Extreme Networks subject matter expert to present ampor support event

bull If multiple vendors are represented Extreme will reimburse a fair percentage based on the number of vendors

Partner ROI Guidelines Events should consistently meet 20x investment ROI expectations or achievements of ROI expectations set by CAM during business planning

bull The appropriate Extreme logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Attendee list must contain Company and Customer Names

bull Exceptions made to 30 minute speaking requirement when the event is a table top round table or speed meeting event (Partner must enter

ldquotable top round table or speed meeting eventrdquo in activity description to avoid claim being put on hold)

NOT ELIGIBLE

bull Booth purchase or construction ndash booth rental is eligible

TRADESHOW

Participation in a tradeshow sponsored by a 3rd party industry or partner to promote Extreme Networks and the sale of Extreme Networks products

bull Copy of itemized sponsorship document with dollar amount

bull Identify confirmed Extreme Networks presenter

Copy of itemized 3rd party invoicesreceipts or fully executed sponsorship contract with dollar amount

bull Attendee list if available

bull List of leads generated from event

bull Complete package of collateral - if applicable

bull Photo of booth displaying Extreme Networks branding

bull Invoice to Extreme Networks for amount to be reimbursed

Event

bull bull50 standard reimbursement

bull Up to 100 if the following criteria are met

bull Extreme Networks is the sole vendor represented

bull Speaking Engagement with and Extreme Networks executive (Sr Director or above) or subject matter expert to present and or support event

bull Minimum 30 minutes of Extreme Networks content speaking time is required CAM during business planning

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Attendee and lead list must contain Company Name Customer Name

NOT ELIGIBLE

bull Booth purchase or construction ndash booth rental is eligible

bull Attendee registration fees

EDF Activity Matrix

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

DIRECT MAIL OR EMAIL CAMPAIGN

bull Creative development production printing and postage of direct mail or email pieces product flyers postcard announcements newsletters and campaign materials

bull Specific list purchase for purpose of mailing

bull Copy of itemized 3rd party proposal showing insertion dates publication name and total net cost

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates publication name and total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Original samplephoto or screenshot if internet based of directemail campaign components and dates (displaying Extreme Networks name or logo)

bull Recipient list

Free with Demand Center campaign tools

bull bull50 standard reimbursement if developed and executed by partner

Or

bull 50- 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks

ROI Guidelines

bull Email in order to continuously reimburse email activity partners must consistently meet industry standards for ROI (2 click through rate)

bull 1-2 direct mail response rate or ROI expectations set by CAM during business planning

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Annual or Quarterly list subscription services from reputable providers will be reimbursed up to 25 of the monthly quarterly invoice

INTEGRATED SALES AND MARKETING CAMPAIGN

Integrated campaigns to drive partner and Extreme Networks objectives including but not limited to direct mail email telemarketing sales incentive seminar or other approved activities

bull List of all activities included in the Integrated Marketing Campaign must be submitted at time of PA and referenced at time of claim

bull At claim Proof of Performance (PoP)for each activity must be submitted

bull Invoice to Extreme Networks for amount to be reimbursed

bull 50 standard reimbursement

bull Up to 100 depending on strength of plan proposed by partner andor delivered with Extreme Networks concierge (USCAN only) or marketing support from Extreme Networks in APAC LATAM and EMEA

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet must be prominently displayed and unaltered

bull AttendeeLeads list must contain Company Name Customer Name

bull Sample(s) must be provided for quarterly activities being claimed

bull All documentation must specifically reference Extreme Networks

TELEMARKETING CAMPAIGN

APPOINTMENT SETTING

Demand generation telemarketing campaigns conducted by an approved third party vendor on behalf of the partner

Must be Extreme Networks focused or promote a joint solution with an Extreme Networks Technology Solutions Partner Telemarketing for the following

bull Appointment setting

bull Event recruitment

bull BANT lead gen

bull ldquoTele-chaserdquo follow up to direct marketing campaigns

bull Guaranteed number of attendees to an event to be delivered by vendor

bull Copy of draft telemarketing script

bull Call list identifying target name company job title (list of resulting leads andor attendees maybe provided in lieu of this)

bull Copy of itemized 3rd party invoicesreceipts

bull Copy of final telemarketing script

bull Invoice to Extreme Networks for amount to be reimbursed

bull 50 standard reimbursement for lead gen to develop BANT qualified leads

bull Up to 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks

bull For appointment setting campaigns Sliding scale of 50-100 based on performance against guaranteed appointment goal

bull List must contain Company Name Customer Name and

bull Meeting date if appointment setting

bull Registered attendees if event recruitment

bull Lead designations if lead generation

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS EXECUTIVE BRIEFING

Extreme Networks executive briefings for customers of Extreme Networks partners held in San Jose CA or Salem NH Raleigh NC or an approved Solution Demo facility Customer deal size must be in excess of$200000

bull Number of customers attending

bull Estimated Extreme Networks Pipeline

bull Attendee list

bull Copy of all itemized receipts for lodging and transportation fare showing dates cost and flight class

bull Proof of invitation and detailed agenda for event

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 standard reimbursement

bull Airfare coacheconomy only

bull Maximum reimbursement of 2 nights hotel stay 3 nights for international

bull Maximum 3 days car rental 4 days for international

bull Attendee list must contain Company Name Customer Name

bull Travel reimbursement is for customers only

NOT ELIGIBLE Meals alcohol and entertainment activities outside of EBC visit

SALES INCENTIVES

Partner sales incentive or SPIF to generate incremental revenue for indicated quarter providing the incentive activity complies with Extreme Networks guidelines and policies for reimbursement as well as local and international law

bull Copy of incentive program including rules date of incentive activity anticipated sales revenues awards structure selection criteria sales goals eligibility requirements and award incentives

bull Performance metrics on incentive program with Sales Rep Names attainment and total Payout amounts

bull Copy of itemized invoices or 3rd party invoices receipts andor Point of Sale (POS) report

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100

bull Maximum of $25K

bull Activities over $25k must obtain Extreme Networks Sr Director approval and email of approval uploaded as proof of performance to claim

bull Partner is liable for applicable income taxes or other as they apply in hisher region

LISTPURCHASE

SUBSCRIPTION

Custom contact discovery list rentals or purchases and subscription based services (Example vendor Rain King)

bull Target market and list parameters

bull Company target list if available

bull Quantity of contacts expected

bull 3rd party rentalpurchase name

bull Custom contact discovery and list purchases actual list of contacts developed

bull List rentals Copy of itemized invoices from rental agency showing insertions dates quantity

Standalone Lists

bull bull50 for standalone list build not part of an integrated campaign

bull 50-100 if part of an integrated campaign (email tele) deployed by Concierge or Extreme Networks

bull 25 for annual list subscriptions (ex Rain King)

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Annual or Quarterly list subscription services from reputable providers will be reimbursed up to 25 of the monthly quarterly invoice

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

PARTNER SALES TOOL

DEVELOPMENT

Creation of sales tool (eg product guide cheat sheet competitive matrixes) used to educate the partner to enable improved and faster selling of Extreme Networks products and solutions

bull Number of partner rep strainedutilizing tool

bull Draft copy must be reviewed and approved by Extreme Networks

bull Copy of completed sales tool

bull Email verification from Extreme Networks employee of approved copy

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 if Extreme Networks is the sole vendor represented in the materials

bull Partial reimbursement if multiple vendors are represented in materials

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

CUSTOMER TRAINING

INCENTIVES

Training voucher incentive to develop customer knowledge and expertise with Extreme products

bull Copy of training incentive program including rules date of incentive activity anticipated sales revenues wards structure selection criteria sales goals eligibility requirements and award incentives

bull Performance metrics on incentive program with Sales Rep Names customer awards

bull Copy of itemized invoices or 3rd party invoices receipts of training voucher purchase

bull Name of Customers awarded training vouchers

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100

bull Maximum $25K

bull Training voucher orders over $5k must obtain Extreme Networks Channel Director approval and email of approval uploaded as proof of performance to claim

NOT FOR RESALE (NFR)

EQUIPMENT

Extreme equipment to be used for demonstration purposes to drive customer awareness and sales

Approved quote from NFR Desk Request Form found on PartnerNetValue of equipment ordered is in accordance with the NFR program

bull Invoice from Extreme Networks or Extreme Networks Distributor for NFR equipment purchased

bull Invoice to Extreme Networks for amount to be reimbursed

bull List of NFR equipment serial numbers

bull 100 up to $25K net price per Extreme Networks fiscal year

bull Demo gear Reimbursement is not to exceed 30 of overall EDF Funds accrued

bull NFR program is for demo equipment only

bull Internal use equipment and equipment customer proof-of-concept is not reimbursable via EDF please contact your Extreme Account Manager for Proof of Concept process

LOCALIZATION TRANSLATION

Third party translation of Extreme Networks assets and campaigns that are not provided in partnerrsquos local language

bull Asset to be translated

bull Original invoice from3rd party

bull 100 if Extreme Networks marketing resources are not able to provide translation services

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

CONTENT SYNDICATION

3rd Partner Outsourced Content Syndication Services (EXAMPLE TechTarget)

bull Reachnumber of impressionsnumber of views

bull Number of downloaded assets

bull Copy of itemized 3rd party invoicesreceipts or current internal expense rate card on file with Extreme Networks

bull Invoice Summary for amount to be reimbursed

bull Original screenshot of the activity with related asset featuring the components and the dates of the activity(displaying Extreme Networks name or logo)

bull 50 standard reimbursement as an individual activity

bull 50 to 100 if activity is part of a multi touch integrated campaign

bull Full copy of text including featured product(s) or solutions

bull URL links to social sites

bull If applicable the appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

ADVERTISING CATALOG

SPONSORSHIP BANNERS

Promotional activities that involve Advertisements in magazines catalogs newspapers journals online banner advertising and promotions media broadcasts on radio and TV networks videos inserts and flyers in publicationsMust include Extreme Networks mention and or logo and call to action

bull Copy of proposal including insertion dates publication name and total net cost

bull Original sample displaying Extreme Networks name or logo of magazine newspaper script flyer banner or video link featuring the ad and the date of publication

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates publication name and to talnet cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Final sample of advertisement

bull 50 standard reimbursement

bull Up to 100 if part of Extreme Networks campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

bull Extreme Networks audible announcement twice during any

bull 30-second commercial segment is recommended

bull Call to action Web address with complete URL

bull For any advertising sponsorships that exceed a duration of90 days Partner must submit quarterly PAs and claim reimbursement on a quarterly basis

CUSTOMER LITERATURE OR

COLLATERAL

Any type of tool that will aid in the understanding and selling of Extreme Networks products or solution service offerings to end users This can include Brochures product guides data sheets white papers and training presentations

bull Description of how asset will be used

bull Copy of asset

bull Copy of itemized 3rd party invoicesreceipts showing total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Sample of original finished literature

bull 50 standard reimbursement

bull Up to 100 if part of Extreme Networks campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS

PROMOTIONAL MERCHANDISE

Purchase promotional merchandise to promote Extreme Networks and Extreme Networks products

bull Quantity purchased

bull Description of how merchandise will be used

bull Photo or sample of the final promotional merchandise (must display Extreme Networks logo)

bull Copy of itemized 3rd party invoicesreceipts

bull 50 standard reimbursement

bull Up to 100 reimbursement may be approved if promotional merchandise is part of an approved partner sponsored activity promoting Extreme as the only vendor pending Extremersquos approval

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull For public sector customer gift rules limits must be considered before promotional merchandise can be offered (ex US Federal has a $20limit)

SEARCH ENGINE PLACEMENT

bull Purchase space on Internet search engines to increase hits to site(s) that promotes Extreme Networks and Extreme Networks products

bull Copy of proposal showing insertion dates and total net cost

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates and total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Keyword report (impressions clicks click- thru rate costclick etc)

bull Original screenshot of the campaign featuring the components and the dates of the campaign (displaying Extreme name or logo)

bull 50 standard reimbursement

bull 50 ndash 100 if activity is part of a multi touch integrated campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on the PartnerNet and must be prominently displayed and unaltered

bull We recommend your campaign promotes an asset or strong call to action to optimize performance

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

FUNDED HEADCOUNT

PROGRAM

To create focus and dedication at the partner level so that both Extreme and the partner are able to drive key strategic initiatives

bull Copy of the counter signed Funded Head agreement between Extreme and partner

Agreement found on PartnerNet please contact your Channel Account Manager for details on this program prior to submitting the pre-approval

bull Copy of employee pay stub from period seeking reimbursement

bull Copy of quarterly reporting along with documentation of achieved metrics

bull Invoice to Extreme for amount of agreed upon reimbursement

bull Copy of employee pay stub from period seeking reimbursement

bull Copy of quarterly reporting along with documentation of achieved metrics

bull Invoice to Extreme for amount of agreed upon reimbursement

bull Up to 50 of annual salary

bull Reimbursement should not exceed 40 of partners total EDF accrual

bull All funded heads require regional Channel Director approval

bull Program available only to Platinum and Diamond level partners unless otherwise approved in writing by Extreme All partners must meet program requirements set forth in the Funded Head Agreement

bull Pre-Approval to be submitted at beginning of Extreme fiscal quarter and claimed at end of that same fiscal quarter

bull Contract terms are one year with quarterly metrics review and may be terminated with 30 day written notice based on non-performance of objectives

EXTREME NETWORKS CUSTOMER

CASE STUDY

Development of a printed or video case study that details a customerrsquos positive experience with Extreme Networks Must include benefit customer received and customerrsquos endorsement of Extreme Networks

bull Draft copy must be reviewed and approved by Extreme Networks

bull Number of copies to be printed

bull Copy of final version of Case Study

bull Copy of itemized 3rd party invoices

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement contingent on review and final approval of case study by Extreme Networks

bull Development and writing of case studies is offered through Extreme Networks Concierge Service in some regions please contact your Extreme Channel Manager for information

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

BUSINESS CONSULTING

Extreme Networks approved workshops to help Extreme initiatives and strategies to the partner

bull Confirmation to attend webinar workshop

bull Confirmation of attendance

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100 bull All consulting is conducted by an Extreme Networks approved 3rd party vendor

httpwwwextremenetworkscomcontact Phone +1-408-579-2800

WWWEXTREMENETWORKSCOM

copy2017 Extreme Networks Inc All rights reserved Extreme Networks and the Extreme Networks logo are trademarks or registered trademarks of Extreme Networks Inc in the United States andor other countries All other names are the property of their respective owners For additional information on Extreme Networks Trademarks please see httpwwwextremenetworkscomcompanylegaltrademarks Specifications and product availability are subject to change without notice 11547-0217-09

EDF Program Overview 18

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

ASSETS COLLATERAL

Any type of tool that will aid in the understanding and selling of Extreme products to end users This can include brochures product guides white papers and data sheets that are unique and not already available to partners by Extreme Networks

bull Description of how assets will be utilized

bull Draft copy must be reviewed and approved by Extreme Networks

bull Copy of completed sales tool

bull Copy of itemized 3rd party invoicesreceipts or current

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 50 standard reimbursement contingent on review and final approval of asset by Extreme Networks

bull Up to 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks as part of an integrated campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

WEB PAGE CREATION

Creation of web type tool that will aid in the understanding and selling of Extreme Networks products This includes landing pages and micro sites that are specific to Extreme Networks including downloadable assets such as brochures product guides videos and presentations for end users

bull Third party proposal SOW that describes deliverable related to Extreme Networks

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull Screen shot of the live web page(s) including specific URL

bull Email verification from Extreme Networks employee of approved copy

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement if Extreme Networks is the only vendor represented on the web page contingent on review and final approval of content by Extreme Networks

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

NOT ELIGIBLE Company website development (infrastructure)

bull Monthly charges for server usage hardware software required for implementation or online charges

TRAINING

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS PARTNER

CERTIFICATION TRAINING

Training and Certification for partner employees Extreme Networks approved eLearning courses only from Extreme Networks education website where Extreme Networks certification is achieved

bull Number names of individuals to be certified

bull Copy of itemized 3rd party invoices receipts

bull Copy of invoice fromExtreme Netw orks Distribution

bullCredit card transaction receipt

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 standard reimbursement

bull All courses must be Extreme Networks eLEarning course offerings

Page 9: Extreme Development Funds Global Partner MDF …extremenetworks.channel-fusion.com/documents/EDFGuidelines.pdf · Extreme Development Funds Global Partner MDF Program Guide ... EDF

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration

and Support 10

EDF Activity Matrix 11

General Terms and Conditions

As a reminder under the terms of your partner agreement with Extreme Networks

you have an obligation to comply with all applicable laws including but not limited

to the anti-corruption laws such as the US Foreign Corrupt Practices Act This means

that neither you nor any of your agents may make any direct or indirect payments of

anything of value for the purpose of obtaining business to any government official

(including any person holding an executive legislative judicial or administrative

office whether elected or appointed or of any public international organization such

as the United Nations or World Bank or any person acting in any official capacity

for or on behalf of such government public enterprise or state-owned business)

any political party or party official any political candidate or any person or entity

who you know will give part of the payments to any of the previously mentioned

categories of people If you have any further questions about the FCPA you may visit

the Department of Justicersquos website at httpwwwusdojgovcriminalfraudfcpa

Any violation of these rules is subject to immediate termination of the Extreme EDF

program and potentially the Extreme Networks Partner Program

bull Extreme Networks will not directly reimburse any 3rd party vendor on behalf of

a partner This is the sole responsibility of the partner

bull With respect to all personally identifiable information that it collects from

customers and prospective customers partners should understand and follow

all applicable privacy laws and regulations Extreme Networks expects that a

partner will have a posted privacy policy that governs its treatment of such

information and is followed by partner honor any opt-out requests in accordance

with applicable law and contact customers and prospective customers only in

accordance with applicable law

bull If a partner agreement is terminated for any reason Extreme Networks will pay

any outstanding claims if already approved by Extreme Networks up to the date

of actual termination On the date of termination all funds will be removed and

any open Prior Approvals will be closed Termination as an Extreme Networks

partner results in ineligibility in the Extreme Networks EDF Program as of the

date of termination

bull Extreme Networks reserves the right to change the terms of the Extreme

Networks EDF Program or revoke the program at any time for any reason

bull In the event that the partner fails to comply with these Terms Extreme Networks

reserves the right to reclaim any incorrect claims and the costs of an audit

exclude partner from Extreme Networks EDF Program or exclude partner from

the EPN program or other applicable programs

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration and Support 10

EDF Activity Matrix 11

EDF Training Funds Administration and Support

Extreme has contracted Channel Fusion for global EDF program administration

including management of funds activities and claims via their online portal audits

on claims

When necessary Channel Fusion representatives may contact partners directly

via phone or email and also via automated emails throughout various stages of

the funding life cycle (eg PA-related emails claim related emails fund expiration

notices etc)

All information and documents provided by partners through the DEVELOPMENT

FUNDS Portal are stored on secure servers and shared only between our 3rd party

vendor and Extreme as part of the claims auditing and payment administration

process The information is not shared with third parties except where required by

internal audit andor SOX compliance purposes

Extreme has a dedicated team of specialists available to support the

EDF program All inquiries should be submitted to your local resource or

partnerprogramsextremenetworkscom

Extremersquos goal is to respond to inquiries and resolve issues as quickly as possible

While we aim to respond to inquiries within 24 hours of receipt and resolve issues

within three business days there may be circumstances that prevent us from

meeting those timelines

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

CUSTOMER OR

PARTNER EVENT

Customer prospect or Partner Seminar Webinar Event hosted and driven by the partner focused on Extreme Networks or a joint solution with an Extreme Networks Technology Solutions Partner

bull Event must include a presentation by an Extreme Networks employee Partner representative or a customer speaking on behalf of Extreme Networks

bull Minimum 30 minutes of Extreme Networks content speaking time is required

bull Original invitation and detailed agenda for event

bull Identify confirmed Extreme Networks presenter Invitation list

bull Attendee list

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull Photo displaying Extreme Networks name or logo on a presentation banner event booklet etc showing Extreme representation

Event

bull 50 standard reimbursement if Extreme is the sole vendor represented

bull Up to 100 if the following criteria are met

bull Extreme Networks is the sole vendor represented and speaking engagement with an Extreme Networks subject matter expert to present ampor support event

bull If multiple vendors are represented Extreme will reimburse a fair percentage based on the number of vendors

Partner ROI Guidelines Events should consistently meet 20x investment ROI expectations or achievements of ROI expectations set by CAM during business planning

bull The appropriate Extreme logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Attendee list must contain Company and Customer Names

bull Exceptions made to 30 minute speaking requirement when the event is a table top round table or speed meeting event (Partner must enter

ldquotable top round table or speed meeting eventrdquo in activity description to avoid claim being put on hold)

NOT ELIGIBLE

bull Booth purchase or construction ndash booth rental is eligible

TRADESHOW

Participation in a tradeshow sponsored by a 3rd party industry or partner to promote Extreme Networks and the sale of Extreme Networks products

bull Copy of itemized sponsorship document with dollar amount

bull Identify confirmed Extreme Networks presenter

Copy of itemized 3rd party invoicesreceipts or fully executed sponsorship contract with dollar amount

bull Attendee list if available

bull List of leads generated from event

bull Complete package of collateral - if applicable

bull Photo of booth displaying Extreme Networks branding

bull Invoice to Extreme Networks for amount to be reimbursed

Event

bull bull50 standard reimbursement

bull Up to 100 if the following criteria are met

bull Extreme Networks is the sole vendor represented

bull Speaking Engagement with and Extreme Networks executive (Sr Director or above) or subject matter expert to present and or support event

bull Minimum 30 minutes of Extreme Networks content speaking time is required CAM during business planning

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Attendee and lead list must contain Company Name Customer Name

NOT ELIGIBLE

bull Booth purchase or construction ndash booth rental is eligible

bull Attendee registration fees

EDF Activity Matrix

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

DIRECT MAIL OR EMAIL CAMPAIGN

bull Creative development production printing and postage of direct mail or email pieces product flyers postcard announcements newsletters and campaign materials

bull Specific list purchase for purpose of mailing

bull Copy of itemized 3rd party proposal showing insertion dates publication name and total net cost

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates publication name and total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Original samplephoto or screenshot if internet based of directemail campaign components and dates (displaying Extreme Networks name or logo)

bull Recipient list

Free with Demand Center campaign tools

bull bull50 standard reimbursement if developed and executed by partner

Or

bull 50- 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks

ROI Guidelines

bull Email in order to continuously reimburse email activity partners must consistently meet industry standards for ROI (2 click through rate)

bull 1-2 direct mail response rate or ROI expectations set by CAM during business planning

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Annual or Quarterly list subscription services from reputable providers will be reimbursed up to 25 of the monthly quarterly invoice

INTEGRATED SALES AND MARKETING CAMPAIGN

Integrated campaigns to drive partner and Extreme Networks objectives including but not limited to direct mail email telemarketing sales incentive seminar or other approved activities

bull List of all activities included in the Integrated Marketing Campaign must be submitted at time of PA and referenced at time of claim

bull At claim Proof of Performance (PoP)for each activity must be submitted

bull Invoice to Extreme Networks for amount to be reimbursed

bull 50 standard reimbursement

bull Up to 100 depending on strength of plan proposed by partner andor delivered with Extreme Networks concierge (USCAN only) or marketing support from Extreme Networks in APAC LATAM and EMEA

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet must be prominently displayed and unaltered

bull AttendeeLeads list must contain Company Name Customer Name

bull Sample(s) must be provided for quarterly activities being claimed

bull All documentation must specifically reference Extreme Networks

TELEMARKETING CAMPAIGN

APPOINTMENT SETTING

Demand generation telemarketing campaigns conducted by an approved third party vendor on behalf of the partner

Must be Extreme Networks focused or promote a joint solution with an Extreme Networks Technology Solutions Partner Telemarketing for the following

bull Appointment setting

bull Event recruitment

bull BANT lead gen

bull ldquoTele-chaserdquo follow up to direct marketing campaigns

bull Guaranteed number of attendees to an event to be delivered by vendor

bull Copy of draft telemarketing script

bull Call list identifying target name company job title (list of resulting leads andor attendees maybe provided in lieu of this)

bull Copy of itemized 3rd party invoicesreceipts

bull Copy of final telemarketing script

bull Invoice to Extreme Networks for amount to be reimbursed

bull 50 standard reimbursement for lead gen to develop BANT qualified leads

bull Up to 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks

bull For appointment setting campaigns Sliding scale of 50-100 based on performance against guaranteed appointment goal

bull List must contain Company Name Customer Name and

bull Meeting date if appointment setting

bull Registered attendees if event recruitment

bull Lead designations if lead generation

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS EXECUTIVE BRIEFING

Extreme Networks executive briefings for customers of Extreme Networks partners held in San Jose CA or Salem NH Raleigh NC or an approved Solution Demo facility Customer deal size must be in excess of$200000

bull Number of customers attending

bull Estimated Extreme Networks Pipeline

bull Attendee list

bull Copy of all itemized receipts for lodging and transportation fare showing dates cost and flight class

bull Proof of invitation and detailed agenda for event

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 standard reimbursement

bull Airfare coacheconomy only

bull Maximum reimbursement of 2 nights hotel stay 3 nights for international

bull Maximum 3 days car rental 4 days for international

bull Attendee list must contain Company Name Customer Name

bull Travel reimbursement is for customers only

NOT ELIGIBLE Meals alcohol and entertainment activities outside of EBC visit

SALES INCENTIVES

Partner sales incentive or SPIF to generate incremental revenue for indicated quarter providing the incentive activity complies with Extreme Networks guidelines and policies for reimbursement as well as local and international law

bull Copy of incentive program including rules date of incentive activity anticipated sales revenues awards structure selection criteria sales goals eligibility requirements and award incentives

bull Performance metrics on incentive program with Sales Rep Names attainment and total Payout amounts

bull Copy of itemized invoices or 3rd party invoices receipts andor Point of Sale (POS) report

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100

bull Maximum of $25K

bull Activities over $25k must obtain Extreme Networks Sr Director approval and email of approval uploaded as proof of performance to claim

bull Partner is liable for applicable income taxes or other as they apply in hisher region

LISTPURCHASE

SUBSCRIPTION

Custom contact discovery list rentals or purchases and subscription based services (Example vendor Rain King)

bull Target market and list parameters

bull Company target list if available

bull Quantity of contacts expected

bull 3rd party rentalpurchase name

bull Custom contact discovery and list purchases actual list of contacts developed

bull List rentals Copy of itemized invoices from rental agency showing insertions dates quantity

Standalone Lists

bull bull50 for standalone list build not part of an integrated campaign

bull 50-100 if part of an integrated campaign (email tele) deployed by Concierge or Extreme Networks

bull 25 for annual list subscriptions (ex Rain King)

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Annual or Quarterly list subscription services from reputable providers will be reimbursed up to 25 of the monthly quarterly invoice

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

PARTNER SALES TOOL

DEVELOPMENT

Creation of sales tool (eg product guide cheat sheet competitive matrixes) used to educate the partner to enable improved and faster selling of Extreme Networks products and solutions

bull Number of partner rep strainedutilizing tool

bull Draft copy must be reviewed and approved by Extreme Networks

bull Copy of completed sales tool

bull Email verification from Extreme Networks employee of approved copy

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 if Extreme Networks is the sole vendor represented in the materials

bull Partial reimbursement if multiple vendors are represented in materials

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

CUSTOMER TRAINING

INCENTIVES

Training voucher incentive to develop customer knowledge and expertise with Extreme products

bull Copy of training incentive program including rules date of incentive activity anticipated sales revenues wards structure selection criteria sales goals eligibility requirements and award incentives

bull Performance metrics on incentive program with Sales Rep Names customer awards

bull Copy of itemized invoices or 3rd party invoices receipts of training voucher purchase

bull Name of Customers awarded training vouchers

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100

bull Maximum $25K

bull Training voucher orders over $5k must obtain Extreme Networks Channel Director approval and email of approval uploaded as proof of performance to claim

NOT FOR RESALE (NFR)

EQUIPMENT

Extreme equipment to be used for demonstration purposes to drive customer awareness and sales

Approved quote from NFR Desk Request Form found on PartnerNetValue of equipment ordered is in accordance with the NFR program

bull Invoice from Extreme Networks or Extreme Networks Distributor for NFR equipment purchased

bull Invoice to Extreme Networks for amount to be reimbursed

bull List of NFR equipment serial numbers

bull 100 up to $25K net price per Extreme Networks fiscal year

bull Demo gear Reimbursement is not to exceed 30 of overall EDF Funds accrued

bull NFR program is for demo equipment only

bull Internal use equipment and equipment customer proof-of-concept is not reimbursable via EDF please contact your Extreme Account Manager for Proof of Concept process

LOCALIZATION TRANSLATION

Third party translation of Extreme Networks assets and campaigns that are not provided in partnerrsquos local language

bull Asset to be translated

bull Original invoice from3rd party

bull 100 if Extreme Networks marketing resources are not able to provide translation services

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

CONTENT SYNDICATION

3rd Partner Outsourced Content Syndication Services (EXAMPLE TechTarget)

bull Reachnumber of impressionsnumber of views

bull Number of downloaded assets

bull Copy of itemized 3rd party invoicesreceipts or current internal expense rate card on file with Extreme Networks

bull Invoice Summary for amount to be reimbursed

bull Original screenshot of the activity with related asset featuring the components and the dates of the activity(displaying Extreme Networks name or logo)

bull 50 standard reimbursement as an individual activity

bull 50 to 100 if activity is part of a multi touch integrated campaign

bull Full copy of text including featured product(s) or solutions

bull URL links to social sites

bull If applicable the appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

ADVERTISING CATALOG

SPONSORSHIP BANNERS

Promotional activities that involve Advertisements in magazines catalogs newspapers journals online banner advertising and promotions media broadcasts on radio and TV networks videos inserts and flyers in publicationsMust include Extreme Networks mention and or logo and call to action

bull Copy of proposal including insertion dates publication name and total net cost

bull Original sample displaying Extreme Networks name or logo of magazine newspaper script flyer banner or video link featuring the ad and the date of publication

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates publication name and to talnet cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Final sample of advertisement

bull 50 standard reimbursement

bull Up to 100 if part of Extreme Networks campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

bull Extreme Networks audible announcement twice during any

bull 30-second commercial segment is recommended

bull Call to action Web address with complete URL

bull For any advertising sponsorships that exceed a duration of90 days Partner must submit quarterly PAs and claim reimbursement on a quarterly basis

CUSTOMER LITERATURE OR

COLLATERAL

Any type of tool that will aid in the understanding and selling of Extreme Networks products or solution service offerings to end users This can include Brochures product guides data sheets white papers and training presentations

bull Description of how asset will be used

bull Copy of asset

bull Copy of itemized 3rd party invoicesreceipts showing total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Sample of original finished literature

bull 50 standard reimbursement

bull Up to 100 if part of Extreme Networks campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS

PROMOTIONAL MERCHANDISE

Purchase promotional merchandise to promote Extreme Networks and Extreme Networks products

bull Quantity purchased

bull Description of how merchandise will be used

bull Photo or sample of the final promotional merchandise (must display Extreme Networks logo)

bull Copy of itemized 3rd party invoicesreceipts

bull 50 standard reimbursement

bull Up to 100 reimbursement may be approved if promotional merchandise is part of an approved partner sponsored activity promoting Extreme as the only vendor pending Extremersquos approval

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull For public sector customer gift rules limits must be considered before promotional merchandise can be offered (ex US Federal has a $20limit)

SEARCH ENGINE PLACEMENT

bull Purchase space on Internet search engines to increase hits to site(s) that promotes Extreme Networks and Extreme Networks products

bull Copy of proposal showing insertion dates and total net cost

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates and total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Keyword report (impressions clicks click- thru rate costclick etc)

bull Original screenshot of the campaign featuring the components and the dates of the campaign (displaying Extreme name or logo)

bull 50 standard reimbursement

bull 50 ndash 100 if activity is part of a multi touch integrated campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on the PartnerNet and must be prominently displayed and unaltered

bull We recommend your campaign promotes an asset or strong call to action to optimize performance

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

FUNDED HEADCOUNT

PROGRAM

To create focus and dedication at the partner level so that both Extreme and the partner are able to drive key strategic initiatives

bull Copy of the counter signed Funded Head agreement between Extreme and partner

Agreement found on PartnerNet please contact your Channel Account Manager for details on this program prior to submitting the pre-approval

bull Copy of employee pay stub from period seeking reimbursement

bull Copy of quarterly reporting along with documentation of achieved metrics

bull Invoice to Extreme for amount of agreed upon reimbursement

bull Copy of employee pay stub from period seeking reimbursement

bull Copy of quarterly reporting along with documentation of achieved metrics

bull Invoice to Extreme for amount of agreed upon reimbursement

bull Up to 50 of annual salary

bull Reimbursement should not exceed 40 of partners total EDF accrual

bull All funded heads require regional Channel Director approval

bull Program available only to Platinum and Diamond level partners unless otherwise approved in writing by Extreme All partners must meet program requirements set forth in the Funded Head Agreement

bull Pre-Approval to be submitted at beginning of Extreme fiscal quarter and claimed at end of that same fiscal quarter

bull Contract terms are one year with quarterly metrics review and may be terminated with 30 day written notice based on non-performance of objectives

EXTREME NETWORKS CUSTOMER

CASE STUDY

Development of a printed or video case study that details a customerrsquos positive experience with Extreme Networks Must include benefit customer received and customerrsquos endorsement of Extreme Networks

bull Draft copy must be reviewed and approved by Extreme Networks

bull Number of copies to be printed

bull Copy of final version of Case Study

bull Copy of itemized 3rd party invoices

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement contingent on review and final approval of case study by Extreme Networks

bull Development and writing of case studies is offered through Extreme Networks Concierge Service in some regions please contact your Extreme Channel Manager for information

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

BUSINESS CONSULTING

Extreme Networks approved workshops to help Extreme initiatives and strategies to the partner

bull Confirmation to attend webinar workshop

bull Confirmation of attendance

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100 bull All consulting is conducted by an Extreme Networks approved 3rd party vendor

httpwwwextremenetworkscomcontact Phone +1-408-579-2800

WWWEXTREMENETWORKSCOM

copy2017 Extreme Networks Inc All rights reserved Extreme Networks and the Extreme Networks logo are trademarks or registered trademarks of Extreme Networks Inc in the United States andor other countries All other names are the property of their respective owners For additional information on Extreme Networks Trademarks please see httpwwwextremenetworkscomcompanylegaltrademarks Specifications and product availability are subject to change without notice 11547-0217-09

EDF Program Overview 18

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

ASSETS COLLATERAL

Any type of tool that will aid in the understanding and selling of Extreme products to end users This can include brochures product guides white papers and data sheets that are unique and not already available to partners by Extreme Networks

bull Description of how assets will be utilized

bull Draft copy must be reviewed and approved by Extreme Networks

bull Copy of completed sales tool

bull Copy of itemized 3rd party invoicesreceipts or current

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 50 standard reimbursement contingent on review and final approval of asset by Extreme Networks

bull Up to 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks as part of an integrated campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

WEB PAGE CREATION

Creation of web type tool that will aid in the understanding and selling of Extreme Networks products This includes landing pages and micro sites that are specific to Extreme Networks including downloadable assets such as brochures product guides videos and presentations for end users

bull Third party proposal SOW that describes deliverable related to Extreme Networks

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull Screen shot of the live web page(s) including specific URL

bull Email verification from Extreme Networks employee of approved copy

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement if Extreme Networks is the only vendor represented on the web page contingent on review and final approval of content by Extreme Networks

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

NOT ELIGIBLE Company website development (infrastructure)

bull Monthly charges for server usage hardware software required for implementation or online charges

TRAINING

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS PARTNER

CERTIFICATION TRAINING

Training and Certification for partner employees Extreme Networks approved eLearning courses only from Extreme Networks education website where Extreme Networks certification is achieved

bull Number names of individuals to be certified

bull Copy of itemized 3rd party invoices receipts

bull Copy of invoice fromExtreme Netw orks Distribution

bullCredit card transaction receipt

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 standard reimbursement

bull All courses must be Extreme Networks eLEarning course offerings

Page 10: Extreme Development Funds Global Partner MDF …extremenetworks.channel-fusion.com/documents/EDFGuidelines.pdf · Extreme Development Funds Global Partner MDF Program Guide ... EDF

TABLE OF CONTENTS

EDF Program Overview 2

Funds Eligibility 3

Eligibility and Usage

Pre-Approval of Activities

Proof of Performance and Return

on Investment Metrics

Expiration of Allocated EDF

Eligible Activities 4

Ineligible Activities 5

Rules for Requesting

and Claiming 6

EDF Process At A Glance 7

Return on Investment 8

General Terms and Conditions 9

EDFTraining Funds Administration and Support 10

EDF Activity Matrix 11

EDF Training Funds Administration and Support

Extreme has contracted Channel Fusion for global EDF program administration

including management of funds activities and claims via their online portal audits

on claims

When necessary Channel Fusion representatives may contact partners directly

via phone or email and also via automated emails throughout various stages of

the funding life cycle (eg PA-related emails claim related emails fund expiration

notices etc)

All information and documents provided by partners through the DEVELOPMENT

FUNDS Portal are stored on secure servers and shared only between our 3rd party

vendor and Extreme as part of the claims auditing and payment administration

process The information is not shared with third parties except where required by

internal audit andor SOX compliance purposes

Extreme has a dedicated team of specialists available to support the

EDF program All inquiries should be submitted to your local resource or

partnerprogramsextremenetworkscom

Extremersquos goal is to respond to inquiries and resolve issues as quickly as possible

While we aim to respond to inquiries within 24 hours of receipt and resolve issues

within three business days there may be circumstances that prevent us from

meeting those timelines

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

CUSTOMER OR

PARTNER EVENT

Customer prospect or Partner Seminar Webinar Event hosted and driven by the partner focused on Extreme Networks or a joint solution with an Extreme Networks Technology Solutions Partner

bull Event must include a presentation by an Extreme Networks employee Partner representative or a customer speaking on behalf of Extreme Networks

bull Minimum 30 minutes of Extreme Networks content speaking time is required

bull Original invitation and detailed agenda for event

bull Identify confirmed Extreme Networks presenter Invitation list

bull Attendee list

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull Photo displaying Extreme Networks name or logo on a presentation banner event booklet etc showing Extreme representation

Event

bull 50 standard reimbursement if Extreme is the sole vendor represented

bull Up to 100 if the following criteria are met

bull Extreme Networks is the sole vendor represented and speaking engagement with an Extreme Networks subject matter expert to present ampor support event

bull If multiple vendors are represented Extreme will reimburse a fair percentage based on the number of vendors

Partner ROI Guidelines Events should consistently meet 20x investment ROI expectations or achievements of ROI expectations set by CAM during business planning

bull The appropriate Extreme logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Attendee list must contain Company and Customer Names

bull Exceptions made to 30 minute speaking requirement when the event is a table top round table or speed meeting event (Partner must enter

ldquotable top round table or speed meeting eventrdquo in activity description to avoid claim being put on hold)

NOT ELIGIBLE

bull Booth purchase or construction ndash booth rental is eligible

TRADESHOW

Participation in a tradeshow sponsored by a 3rd party industry or partner to promote Extreme Networks and the sale of Extreme Networks products

bull Copy of itemized sponsorship document with dollar amount

bull Identify confirmed Extreme Networks presenter

Copy of itemized 3rd party invoicesreceipts or fully executed sponsorship contract with dollar amount

bull Attendee list if available

bull List of leads generated from event

bull Complete package of collateral - if applicable

bull Photo of booth displaying Extreme Networks branding

bull Invoice to Extreme Networks for amount to be reimbursed

Event

bull bull50 standard reimbursement

bull Up to 100 if the following criteria are met

bull Extreme Networks is the sole vendor represented

bull Speaking Engagement with and Extreme Networks executive (Sr Director or above) or subject matter expert to present and or support event

bull Minimum 30 minutes of Extreme Networks content speaking time is required CAM during business planning

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Attendee and lead list must contain Company Name Customer Name

NOT ELIGIBLE

bull Booth purchase or construction ndash booth rental is eligible

bull Attendee registration fees

EDF Activity Matrix

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

DIRECT MAIL OR EMAIL CAMPAIGN

bull Creative development production printing and postage of direct mail or email pieces product flyers postcard announcements newsletters and campaign materials

bull Specific list purchase for purpose of mailing

bull Copy of itemized 3rd party proposal showing insertion dates publication name and total net cost

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates publication name and total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Original samplephoto or screenshot if internet based of directemail campaign components and dates (displaying Extreme Networks name or logo)

bull Recipient list

Free with Demand Center campaign tools

bull bull50 standard reimbursement if developed and executed by partner

Or

bull 50- 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks

ROI Guidelines

bull Email in order to continuously reimburse email activity partners must consistently meet industry standards for ROI (2 click through rate)

bull 1-2 direct mail response rate or ROI expectations set by CAM during business planning

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Annual or Quarterly list subscription services from reputable providers will be reimbursed up to 25 of the monthly quarterly invoice

INTEGRATED SALES AND MARKETING CAMPAIGN

Integrated campaigns to drive partner and Extreme Networks objectives including but not limited to direct mail email telemarketing sales incentive seminar or other approved activities

bull List of all activities included in the Integrated Marketing Campaign must be submitted at time of PA and referenced at time of claim

bull At claim Proof of Performance (PoP)for each activity must be submitted

bull Invoice to Extreme Networks for amount to be reimbursed

bull 50 standard reimbursement

bull Up to 100 depending on strength of plan proposed by partner andor delivered with Extreme Networks concierge (USCAN only) or marketing support from Extreme Networks in APAC LATAM and EMEA

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet must be prominently displayed and unaltered

bull AttendeeLeads list must contain Company Name Customer Name

bull Sample(s) must be provided for quarterly activities being claimed

bull All documentation must specifically reference Extreme Networks

TELEMARKETING CAMPAIGN

APPOINTMENT SETTING

Demand generation telemarketing campaigns conducted by an approved third party vendor on behalf of the partner

Must be Extreme Networks focused or promote a joint solution with an Extreme Networks Technology Solutions Partner Telemarketing for the following

bull Appointment setting

bull Event recruitment

bull BANT lead gen

bull ldquoTele-chaserdquo follow up to direct marketing campaigns

bull Guaranteed number of attendees to an event to be delivered by vendor

bull Copy of draft telemarketing script

bull Call list identifying target name company job title (list of resulting leads andor attendees maybe provided in lieu of this)

bull Copy of itemized 3rd party invoicesreceipts

bull Copy of final telemarketing script

bull Invoice to Extreme Networks for amount to be reimbursed

bull 50 standard reimbursement for lead gen to develop BANT qualified leads

bull Up to 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks

bull For appointment setting campaigns Sliding scale of 50-100 based on performance against guaranteed appointment goal

bull List must contain Company Name Customer Name and

bull Meeting date if appointment setting

bull Registered attendees if event recruitment

bull Lead designations if lead generation

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS EXECUTIVE BRIEFING

Extreme Networks executive briefings for customers of Extreme Networks partners held in San Jose CA or Salem NH Raleigh NC or an approved Solution Demo facility Customer deal size must be in excess of$200000

bull Number of customers attending

bull Estimated Extreme Networks Pipeline

bull Attendee list

bull Copy of all itemized receipts for lodging and transportation fare showing dates cost and flight class

bull Proof of invitation and detailed agenda for event

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 standard reimbursement

bull Airfare coacheconomy only

bull Maximum reimbursement of 2 nights hotel stay 3 nights for international

bull Maximum 3 days car rental 4 days for international

bull Attendee list must contain Company Name Customer Name

bull Travel reimbursement is for customers only

NOT ELIGIBLE Meals alcohol and entertainment activities outside of EBC visit

SALES INCENTIVES

Partner sales incentive or SPIF to generate incremental revenue for indicated quarter providing the incentive activity complies with Extreme Networks guidelines and policies for reimbursement as well as local and international law

bull Copy of incentive program including rules date of incentive activity anticipated sales revenues awards structure selection criteria sales goals eligibility requirements and award incentives

bull Performance metrics on incentive program with Sales Rep Names attainment and total Payout amounts

bull Copy of itemized invoices or 3rd party invoices receipts andor Point of Sale (POS) report

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100

bull Maximum of $25K

bull Activities over $25k must obtain Extreme Networks Sr Director approval and email of approval uploaded as proof of performance to claim

bull Partner is liable for applicable income taxes or other as they apply in hisher region

LISTPURCHASE

SUBSCRIPTION

Custom contact discovery list rentals or purchases and subscription based services (Example vendor Rain King)

bull Target market and list parameters

bull Company target list if available

bull Quantity of contacts expected

bull 3rd party rentalpurchase name

bull Custom contact discovery and list purchases actual list of contacts developed

bull List rentals Copy of itemized invoices from rental agency showing insertions dates quantity

Standalone Lists

bull bull50 for standalone list build not part of an integrated campaign

bull 50-100 if part of an integrated campaign (email tele) deployed by Concierge or Extreme Networks

bull 25 for annual list subscriptions (ex Rain King)

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Annual or Quarterly list subscription services from reputable providers will be reimbursed up to 25 of the monthly quarterly invoice

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

PARTNER SALES TOOL

DEVELOPMENT

Creation of sales tool (eg product guide cheat sheet competitive matrixes) used to educate the partner to enable improved and faster selling of Extreme Networks products and solutions

bull Number of partner rep strainedutilizing tool

bull Draft copy must be reviewed and approved by Extreme Networks

bull Copy of completed sales tool

bull Email verification from Extreme Networks employee of approved copy

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 if Extreme Networks is the sole vendor represented in the materials

bull Partial reimbursement if multiple vendors are represented in materials

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

CUSTOMER TRAINING

INCENTIVES

Training voucher incentive to develop customer knowledge and expertise with Extreme products

bull Copy of training incentive program including rules date of incentive activity anticipated sales revenues wards structure selection criteria sales goals eligibility requirements and award incentives

bull Performance metrics on incentive program with Sales Rep Names customer awards

bull Copy of itemized invoices or 3rd party invoices receipts of training voucher purchase

bull Name of Customers awarded training vouchers

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100

bull Maximum $25K

bull Training voucher orders over $5k must obtain Extreme Networks Channel Director approval and email of approval uploaded as proof of performance to claim

NOT FOR RESALE (NFR)

EQUIPMENT

Extreme equipment to be used for demonstration purposes to drive customer awareness and sales

Approved quote from NFR Desk Request Form found on PartnerNetValue of equipment ordered is in accordance with the NFR program

bull Invoice from Extreme Networks or Extreme Networks Distributor for NFR equipment purchased

bull Invoice to Extreme Networks for amount to be reimbursed

bull List of NFR equipment serial numbers

bull 100 up to $25K net price per Extreme Networks fiscal year

bull Demo gear Reimbursement is not to exceed 30 of overall EDF Funds accrued

bull NFR program is for demo equipment only

bull Internal use equipment and equipment customer proof-of-concept is not reimbursable via EDF please contact your Extreme Account Manager for Proof of Concept process

LOCALIZATION TRANSLATION

Third party translation of Extreme Networks assets and campaigns that are not provided in partnerrsquos local language

bull Asset to be translated

bull Original invoice from3rd party

bull 100 if Extreme Networks marketing resources are not able to provide translation services

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

CONTENT SYNDICATION

3rd Partner Outsourced Content Syndication Services (EXAMPLE TechTarget)

bull Reachnumber of impressionsnumber of views

bull Number of downloaded assets

bull Copy of itemized 3rd party invoicesreceipts or current internal expense rate card on file with Extreme Networks

bull Invoice Summary for amount to be reimbursed

bull Original screenshot of the activity with related asset featuring the components and the dates of the activity(displaying Extreme Networks name or logo)

bull 50 standard reimbursement as an individual activity

bull 50 to 100 if activity is part of a multi touch integrated campaign

bull Full copy of text including featured product(s) or solutions

bull URL links to social sites

bull If applicable the appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

ADVERTISING CATALOG

SPONSORSHIP BANNERS

Promotional activities that involve Advertisements in magazines catalogs newspapers journals online banner advertising and promotions media broadcasts on radio and TV networks videos inserts and flyers in publicationsMust include Extreme Networks mention and or logo and call to action

bull Copy of proposal including insertion dates publication name and total net cost

bull Original sample displaying Extreme Networks name or logo of magazine newspaper script flyer banner or video link featuring the ad and the date of publication

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates publication name and to talnet cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Final sample of advertisement

bull 50 standard reimbursement

bull Up to 100 if part of Extreme Networks campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

bull Extreme Networks audible announcement twice during any

bull 30-second commercial segment is recommended

bull Call to action Web address with complete URL

bull For any advertising sponsorships that exceed a duration of90 days Partner must submit quarterly PAs and claim reimbursement on a quarterly basis

CUSTOMER LITERATURE OR

COLLATERAL

Any type of tool that will aid in the understanding and selling of Extreme Networks products or solution service offerings to end users This can include Brochures product guides data sheets white papers and training presentations

bull Description of how asset will be used

bull Copy of asset

bull Copy of itemized 3rd party invoicesreceipts showing total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Sample of original finished literature

bull 50 standard reimbursement

bull Up to 100 if part of Extreme Networks campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS

PROMOTIONAL MERCHANDISE

Purchase promotional merchandise to promote Extreme Networks and Extreme Networks products

bull Quantity purchased

bull Description of how merchandise will be used

bull Photo or sample of the final promotional merchandise (must display Extreme Networks logo)

bull Copy of itemized 3rd party invoicesreceipts

bull 50 standard reimbursement

bull Up to 100 reimbursement may be approved if promotional merchandise is part of an approved partner sponsored activity promoting Extreme as the only vendor pending Extremersquos approval

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull For public sector customer gift rules limits must be considered before promotional merchandise can be offered (ex US Federal has a $20limit)

SEARCH ENGINE PLACEMENT

bull Purchase space on Internet search engines to increase hits to site(s) that promotes Extreme Networks and Extreme Networks products

bull Copy of proposal showing insertion dates and total net cost

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates and total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Keyword report (impressions clicks click- thru rate costclick etc)

bull Original screenshot of the campaign featuring the components and the dates of the campaign (displaying Extreme name or logo)

bull 50 standard reimbursement

bull 50 ndash 100 if activity is part of a multi touch integrated campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on the PartnerNet and must be prominently displayed and unaltered

bull We recommend your campaign promotes an asset or strong call to action to optimize performance

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

FUNDED HEADCOUNT

PROGRAM

To create focus and dedication at the partner level so that both Extreme and the partner are able to drive key strategic initiatives

bull Copy of the counter signed Funded Head agreement between Extreme and partner

Agreement found on PartnerNet please contact your Channel Account Manager for details on this program prior to submitting the pre-approval

bull Copy of employee pay stub from period seeking reimbursement

bull Copy of quarterly reporting along with documentation of achieved metrics

bull Invoice to Extreme for amount of agreed upon reimbursement

bull Copy of employee pay stub from period seeking reimbursement

bull Copy of quarterly reporting along with documentation of achieved metrics

bull Invoice to Extreme for amount of agreed upon reimbursement

bull Up to 50 of annual salary

bull Reimbursement should not exceed 40 of partners total EDF accrual

bull All funded heads require regional Channel Director approval

bull Program available only to Platinum and Diamond level partners unless otherwise approved in writing by Extreme All partners must meet program requirements set forth in the Funded Head Agreement

bull Pre-Approval to be submitted at beginning of Extreme fiscal quarter and claimed at end of that same fiscal quarter

bull Contract terms are one year with quarterly metrics review and may be terminated with 30 day written notice based on non-performance of objectives

EXTREME NETWORKS CUSTOMER

CASE STUDY

Development of a printed or video case study that details a customerrsquos positive experience with Extreme Networks Must include benefit customer received and customerrsquos endorsement of Extreme Networks

bull Draft copy must be reviewed and approved by Extreme Networks

bull Number of copies to be printed

bull Copy of final version of Case Study

bull Copy of itemized 3rd party invoices

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement contingent on review and final approval of case study by Extreme Networks

bull Development and writing of case studies is offered through Extreme Networks Concierge Service in some regions please contact your Extreme Channel Manager for information

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

BUSINESS CONSULTING

Extreme Networks approved workshops to help Extreme initiatives and strategies to the partner

bull Confirmation to attend webinar workshop

bull Confirmation of attendance

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100 bull All consulting is conducted by an Extreme Networks approved 3rd party vendor

httpwwwextremenetworkscomcontact Phone +1-408-579-2800

WWWEXTREMENETWORKSCOM

copy2017 Extreme Networks Inc All rights reserved Extreme Networks and the Extreme Networks logo are trademarks or registered trademarks of Extreme Networks Inc in the United States andor other countries All other names are the property of their respective owners For additional information on Extreme Networks Trademarks please see httpwwwextremenetworkscomcompanylegaltrademarks Specifications and product availability are subject to change without notice 11547-0217-09

EDF Program Overview 18

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

ASSETS COLLATERAL

Any type of tool that will aid in the understanding and selling of Extreme products to end users This can include brochures product guides white papers and data sheets that are unique and not already available to partners by Extreme Networks

bull Description of how assets will be utilized

bull Draft copy must be reviewed and approved by Extreme Networks

bull Copy of completed sales tool

bull Copy of itemized 3rd party invoicesreceipts or current

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 50 standard reimbursement contingent on review and final approval of asset by Extreme Networks

bull Up to 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks as part of an integrated campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

WEB PAGE CREATION

Creation of web type tool that will aid in the understanding and selling of Extreme Networks products This includes landing pages and micro sites that are specific to Extreme Networks including downloadable assets such as brochures product guides videos and presentations for end users

bull Third party proposal SOW that describes deliverable related to Extreme Networks

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull Screen shot of the live web page(s) including specific URL

bull Email verification from Extreme Networks employee of approved copy

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement if Extreme Networks is the only vendor represented on the web page contingent on review and final approval of content by Extreme Networks

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

NOT ELIGIBLE Company website development (infrastructure)

bull Monthly charges for server usage hardware software required for implementation or online charges

TRAINING

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS PARTNER

CERTIFICATION TRAINING

Training and Certification for partner employees Extreme Networks approved eLearning courses only from Extreme Networks education website where Extreme Networks certification is achieved

bull Number names of individuals to be certified

bull Copy of itemized 3rd party invoices receipts

bull Copy of invoice fromExtreme Netw orks Distribution

bullCredit card transaction receipt

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 standard reimbursement

bull All courses must be Extreme Networks eLEarning course offerings

Page 11: Extreme Development Funds Global Partner MDF …extremenetworks.channel-fusion.com/documents/EDFGuidelines.pdf · Extreme Development Funds Global Partner MDF Program Guide ... EDF

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

CUSTOMER OR

PARTNER EVENT

Customer prospect or Partner Seminar Webinar Event hosted and driven by the partner focused on Extreme Networks or a joint solution with an Extreme Networks Technology Solutions Partner

bull Event must include a presentation by an Extreme Networks employee Partner representative or a customer speaking on behalf of Extreme Networks

bull Minimum 30 minutes of Extreme Networks content speaking time is required

bull Original invitation and detailed agenda for event

bull Identify confirmed Extreme Networks presenter Invitation list

bull Attendee list

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull Photo displaying Extreme Networks name or logo on a presentation banner event booklet etc showing Extreme representation

Event

bull 50 standard reimbursement if Extreme is the sole vendor represented

bull Up to 100 if the following criteria are met

bull Extreme Networks is the sole vendor represented and speaking engagement with an Extreme Networks subject matter expert to present ampor support event

bull If multiple vendors are represented Extreme will reimburse a fair percentage based on the number of vendors

Partner ROI Guidelines Events should consistently meet 20x investment ROI expectations or achievements of ROI expectations set by CAM during business planning

bull The appropriate Extreme logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Attendee list must contain Company and Customer Names

bull Exceptions made to 30 minute speaking requirement when the event is a table top round table or speed meeting event (Partner must enter

ldquotable top round table or speed meeting eventrdquo in activity description to avoid claim being put on hold)

NOT ELIGIBLE

bull Booth purchase or construction ndash booth rental is eligible

TRADESHOW

Participation in a tradeshow sponsored by a 3rd party industry or partner to promote Extreme Networks and the sale of Extreme Networks products

bull Copy of itemized sponsorship document with dollar amount

bull Identify confirmed Extreme Networks presenter

Copy of itemized 3rd party invoicesreceipts or fully executed sponsorship contract with dollar amount

bull Attendee list if available

bull List of leads generated from event

bull Complete package of collateral - if applicable

bull Photo of booth displaying Extreme Networks branding

bull Invoice to Extreme Networks for amount to be reimbursed

Event

bull bull50 standard reimbursement

bull Up to 100 if the following criteria are met

bull Extreme Networks is the sole vendor represented

bull Speaking Engagement with and Extreme Networks executive (Sr Director or above) or subject matter expert to present and or support event

bull Minimum 30 minutes of Extreme Networks content speaking time is required CAM during business planning

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Attendee and lead list must contain Company Name Customer Name

NOT ELIGIBLE

bull Booth purchase or construction ndash booth rental is eligible

bull Attendee registration fees

EDF Activity Matrix

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

DIRECT MAIL OR EMAIL CAMPAIGN

bull Creative development production printing and postage of direct mail or email pieces product flyers postcard announcements newsletters and campaign materials

bull Specific list purchase for purpose of mailing

bull Copy of itemized 3rd party proposal showing insertion dates publication name and total net cost

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates publication name and total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Original samplephoto or screenshot if internet based of directemail campaign components and dates (displaying Extreme Networks name or logo)

bull Recipient list

Free with Demand Center campaign tools

bull bull50 standard reimbursement if developed and executed by partner

Or

bull 50- 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks

ROI Guidelines

bull Email in order to continuously reimburse email activity partners must consistently meet industry standards for ROI (2 click through rate)

bull 1-2 direct mail response rate or ROI expectations set by CAM during business planning

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Annual or Quarterly list subscription services from reputable providers will be reimbursed up to 25 of the monthly quarterly invoice

INTEGRATED SALES AND MARKETING CAMPAIGN

Integrated campaigns to drive partner and Extreme Networks objectives including but not limited to direct mail email telemarketing sales incentive seminar or other approved activities

bull List of all activities included in the Integrated Marketing Campaign must be submitted at time of PA and referenced at time of claim

bull At claim Proof of Performance (PoP)for each activity must be submitted

bull Invoice to Extreme Networks for amount to be reimbursed

bull 50 standard reimbursement

bull Up to 100 depending on strength of plan proposed by partner andor delivered with Extreme Networks concierge (USCAN only) or marketing support from Extreme Networks in APAC LATAM and EMEA

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet must be prominently displayed and unaltered

bull AttendeeLeads list must contain Company Name Customer Name

bull Sample(s) must be provided for quarterly activities being claimed

bull All documentation must specifically reference Extreme Networks

TELEMARKETING CAMPAIGN

APPOINTMENT SETTING

Demand generation telemarketing campaigns conducted by an approved third party vendor on behalf of the partner

Must be Extreme Networks focused or promote a joint solution with an Extreme Networks Technology Solutions Partner Telemarketing for the following

bull Appointment setting

bull Event recruitment

bull BANT lead gen

bull ldquoTele-chaserdquo follow up to direct marketing campaigns

bull Guaranteed number of attendees to an event to be delivered by vendor

bull Copy of draft telemarketing script

bull Call list identifying target name company job title (list of resulting leads andor attendees maybe provided in lieu of this)

bull Copy of itemized 3rd party invoicesreceipts

bull Copy of final telemarketing script

bull Invoice to Extreme Networks for amount to be reimbursed

bull 50 standard reimbursement for lead gen to develop BANT qualified leads

bull Up to 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks

bull For appointment setting campaigns Sliding scale of 50-100 based on performance against guaranteed appointment goal

bull List must contain Company Name Customer Name and

bull Meeting date if appointment setting

bull Registered attendees if event recruitment

bull Lead designations if lead generation

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS EXECUTIVE BRIEFING

Extreme Networks executive briefings for customers of Extreme Networks partners held in San Jose CA or Salem NH Raleigh NC or an approved Solution Demo facility Customer deal size must be in excess of$200000

bull Number of customers attending

bull Estimated Extreme Networks Pipeline

bull Attendee list

bull Copy of all itemized receipts for lodging and transportation fare showing dates cost and flight class

bull Proof of invitation and detailed agenda for event

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 standard reimbursement

bull Airfare coacheconomy only

bull Maximum reimbursement of 2 nights hotel stay 3 nights for international

bull Maximum 3 days car rental 4 days for international

bull Attendee list must contain Company Name Customer Name

bull Travel reimbursement is for customers only

NOT ELIGIBLE Meals alcohol and entertainment activities outside of EBC visit

SALES INCENTIVES

Partner sales incentive or SPIF to generate incremental revenue for indicated quarter providing the incentive activity complies with Extreme Networks guidelines and policies for reimbursement as well as local and international law

bull Copy of incentive program including rules date of incentive activity anticipated sales revenues awards structure selection criteria sales goals eligibility requirements and award incentives

bull Performance metrics on incentive program with Sales Rep Names attainment and total Payout amounts

bull Copy of itemized invoices or 3rd party invoices receipts andor Point of Sale (POS) report

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100

bull Maximum of $25K

bull Activities over $25k must obtain Extreme Networks Sr Director approval and email of approval uploaded as proof of performance to claim

bull Partner is liable for applicable income taxes or other as they apply in hisher region

LISTPURCHASE

SUBSCRIPTION

Custom contact discovery list rentals or purchases and subscription based services (Example vendor Rain King)

bull Target market and list parameters

bull Company target list if available

bull Quantity of contacts expected

bull 3rd party rentalpurchase name

bull Custom contact discovery and list purchases actual list of contacts developed

bull List rentals Copy of itemized invoices from rental agency showing insertions dates quantity

Standalone Lists

bull bull50 for standalone list build not part of an integrated campaign

bull 50-100 if part of an integrated campaign (email tele) deployed by Concierge or Extreme Networks

bull 25 for annual list subscriptions (ex Rain King)

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Annual or Quarterly list subscription services from reputable providers will be reimbursed up to 25 of the monthly quarterly invoice

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

PARTNER SALES TOOL

DEVELOPMENT

Creation of sales tool (eg product guide cheat sheet competitive matrixes) used to educate the partner to enable improved and faster selling of Extreme Networks products and solutions

bull Number of partner rep strainedutilizing tool

bull Draft copy must be reviewed and approved by Extreme Networks

bull Copy of completed sales tool

bull Email verification from Extreme Networks employee of approved copy

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 if Extreme Networks is the sole vendor represented in the materials

bull Partial reimbursement if multiple vendors are represented in materials

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

CUSTOMER TRAINING

INCENTIVES

Training voucher incentive to develop customer knowledge and expertise with Extreme products

bull Copy of training incentive program including rules date of incentive activity anticipated sales revenues wards structure selection criteria sales goals eligibility requirements and award incentives

bull Performance metrics on incentive program with Sales Rep Names customer awards

bull Copy of itemized invoices or 3rd party invoices receipts of training voucher purchase

bull Name of Customers awarded training vouchers

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100

bull Maximum $25K

bull Training voucher orders over $5k must obtain Extreme Networks Channel Director approval and email of approval uploaded as proof of performance to claim

NOT FOR RESALE (NFR)

EQUIPMENT

Extreme equipment to be used for demonstration purposes to drive customer awareness and sales

Approved quote from NFR Desk Request Form found on PartnerNetValue of equipment ordered is in accordance with the NFR program

bull Invoice from Extreme Networks or Extreme Networks Distributor for NFR equipment purchased

bull Invoice to Extreme Networks for amount to be reimbursed

bull List of NFR equipment serial numbers

bull 100 up to $25K net price per Extreme Networks fiscal year

bull Demo gear Reimbursement is not to exceed 30 of overall EDF Funds accrued

bull NFR program is for demo equipment only

bull Internal use equipment and equipment customer proof-of-concept is not reimbursable via EDF please contact your Extreme Account Manager for Proof of Concept process

LOCALIZATION TRANSLATION

Third party translation of Extreme Networks assets and campaigns that are not provided in partnerrsquos local language

bull Asset to be translated

bull Original invoice from3rd party

bull 100 if Extreme Networks marketing resources are not able to provide translation services

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

CONTENT SYNDICATION

3rd Partner Outsourced Content Syndication Services (EXAMPLE TechTarget)

bull Reachnumber of impressionsnumber of views

bull Number of downloaded assets

bull Copy of itemized 3rd party invoicesreceipts or current internal expense rate card on file with Extreme Networks

bull Invoice Summary for amount to be reimbursed

bull Original screenshot of the activity with related asset featuring the components and the dates of the activity(displaying Extreme Networks name or logo)

bull 50 standard reimbursement as an individual activity

bull 50 to 100 if activity is part of a multi touch integrated campaign

bull Full copy of text including featured product(s) or solutions

bull URL links to social sites

bull If applicable the appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

ADVERTISING CATALOG

SPONSORSHIP BANNERS

Promotional activities that involve Advertisements in magazines catalogs newspapers journals online banner advertising and promotions media broadcasts on radio and TV networks videos inserts and flyers in publicationsMust include Extreme Networks mention and or logo and call to action

bull Copy of proposal including insertion dates publication name and total net cost

bull Original sample displaying Extreme Networks name or logo of magazine newspaper script flyer banner or video link featuring the ad and the date of publication

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates publication name and to talnet cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Final sample of advertisement

bull 50 standard reimbursement

bull Up to 100 if part of Extreme Networks campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

bull Extreme Networks audible announcement twice during any

bull 30-second commercial segment is recommended

bull Call to action Web address with complete URL

bull For any advertising sponsorships that exceed a duration of90 days Partner must submit quarterly PAs and claim reimbursement on a quarterly basis

CUSTOMER LITERATURE OR

COLLATERAL

Any type of tool that will aid in the understanding and selling of Extreme Networks products or solution service offerings to end users This can include Brochures product guides data sheets white papers and training presentations

bull Description of how asset will be used

bull Copy of asset

bull Copy of itemized 3rd party invoicesreceipts showing total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Sample of original finished literature

bull 50 standard reimbursement

bull Up to 100 if part of Extreme Networks campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS

PROMOTIONAL MERCHANDISE

Purchase promotional merchandise to promote Extreme Networks and Extreme Networks products

bull Quantity purchased

bull Description of how merchandise will be used

bull Photo or sample of the final promotional merchandise (must display Extreme Networks logo)

bull Copy of itemized 3rd party invoicesreceipts

bull 50 standard reimbursement

bull Up to 100 reimbursement may be approved if promotional merchandise is part of an approved partner sponsored activity promoting Extreme as the only vendor pending Extremersquos approval

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull For public sector customer gift rules limits must be considered before promotional merchandise can be offered (ex US Federal has a $20limit)

SEARCH ENGINE PLACEMENT

bull Purchase space on Internet search engines to increase hits to site(s) that promotes Extreme Networks and Extreme Networks products

bull Copy of proposal showing insertion dates and total net cost

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates and total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Keyword report (impressions clicks click- thru rate costclick etc)

bull Original screenshot of the campaign featuring the components and the dates of the campaign (displaying Extreme name or logo)

bull 50 standard reimbursement

bull 50 ndash 100 if activity is part of a multi touch integrated campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on the PartnerNet and must be prominently displayed and unaltered

bull We recommend your campaign promotes an asset or strong call to action to optimize performance

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

FUNDED HEADCOUNT

PROGRAM

To create focus and dedication at the partner level so that both Extreme and the partner are able to drive key strategic initiatives

bull Copy of the counter signed Funded Head agreement between Extreme and partner

Agreement found on PartnerNet please contact your Channel Account Manager for details on this program prior to submitting the pre-approval

bull Copy of employee pay stub from period seeking reimbursement

bull Copy of quarterly reporting along with documentation of achieved metrics

bull Invoice to Extreme for amount of agreed upon reimbursement

bull Copy of employee pay stub from period seeking reimbursement

bull Copy of quarterly reporting along with documentation of achieved metrics

bull Invoice to Extreme for amount of agreed upon reimbursement

bull Up to 50 of annual salary

bull Reimbursement should not exceed 40 of partners total EDF accrual

bull All funded heads require regional Channel Director approval

bull Program available only to Platinum and Diamond level partners unless otherwise approved in writing by Extreme All partners must meet program requirements set forth in the Funded Head Agreement

bull Pre-Approval to be submitted at beginning of Extreme fiscal quarter and claimed at end of that same fiscal quarter

bull Contract terms are one year with quarterly metrics review and may be terminated with 30 day written notice based on non-performance of objectives

EXTREME NETWORKS CUSTOMER

CASE STUDY

Development of a printed or video case study that details a customerrsquos positive experience with Extreme Networks Must include benefit customer received and customerrsquos endorsement of Extreme Networks

bull Draft copy must be reviewed and approved by Extreme Networks

bull Number of copies to be printed

bull Copy of final version of Case Study

bull Copy of itemized 3rd party invoices

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement contingent on review and final approval of case study by Extreme Networks

bull Development and writing of case studies is offered through Extreme Networks Concierge Service in some regions please contact your Extreme Channel Manager for information

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

BUSINESS CONSULTING

Extreme Networks approved workshops to help Extreme initiatives and strategies to the partner

bull Confirmation to attend webinar workshop

bull Confirmation of attendance

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100 bull All consulting is conducted by an Extreme Networks approved 3rd party vendor

httpwwwextremenetworkscomcontact Phone +1-408-579-2800

WWWEXTREMENETWORKSCOM

copy2017 Extreme Networks Inc All rights reserved Extreme Networks and the Extreme Networks logo are trademarks or registered trademarks of Extreme Networks Inc in the United States andor other countries All other names are the property of their respective owners For additional information on Extreme Networks Trademarks please see httpwwwextremenetworkscomcompanylegaltrademarks Specifications and product availability are subject to change without notice 11547-0217-09

EDF Program Overview 18

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

ASSETS COLLATERAL

Any type of tool that will aid in the understanding and selling of Extreme products to end users This can include brochures product guides white papers and data sheets that are unique and not already available to partners by Extreme Networks

bull Description of how assets will be utilized

bull Draft copy must be reviewed and approved by Extreme Networks

bull Copy of completed sales tool

bull Copy of itemized 3rd party invoicesreceipts or current

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 50 standard reimbursement contingent on review and final approval of asset by Extreme Networks

bull Up to 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks as part of an integrated campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

WEB PAGE CREATION

Creation of web type tool that will aid in the understanding and selling of Extreme Networks products This includes landing pages and micro sites that are specific to Extreme Networks including downloadable assets such as brochures product guides videos and presentations for end users

bull Third party proposal SOW that describes deliverable related to Extreme Networks

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull Screen shot of the live web page(s) including specific URL

bull Email verification from Extreme Networks employee of approved copy

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement if Extreme Networks is the only vendor represented on the web page contingent on review and final approval of content by Extreme Networks

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

NOT ELIGIBLE Company website development (infrastructure)

bull Monthly charges for server usage hardware software required for implementation or online charges

TRAINING

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS PARTNER

CERTIFICATION TRAINING

Training and Certification for partner employees Extreme Networks approved eLearning courses only from Extreme Networks education website where Extreme Networks certification is achieved

bull Number names of individuals to be certified

bull Copy of itemized 3rd party invoices receipts

bull Copy of invoice fromExtreme Netw orks Distribution

bullCredit card transaction receipt

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 standard reimbursement

bull All courses must be Extreme Networks eLEarning course offerings

Page 12: Extreme Development Funds Global Partner MDF …extremenetworks.channel-fusion.com/documents/EDFGuidelines.pdf · Extreme Development Funds Global Partner MDF Program Guide ... EDF

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

DIRECT MAIL OR EMAIL CAMPAIGN

bull Creative development production printing and postage of direct mail or email pieces product flyers postcard announcements newsletters and campaign materials

bull Specific list purchase for purpose of mailing

bull Copy of itemized 3rd party proposal showing insertion dates publication name and total net cost

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates publication name and total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Original samplephoto or screenshot if internet based of directemail campaign components and dates (displaying Extreme Networks name or logo)

bull Recipient list

Free with Demand Center campaign tools

bull bull50 standard reimbursement if developed and executed by partner

Or

bull 50- 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks

ROI Guidelines

bull Email in order to continuously reimburse email activity partners must consistently meet industry standards for ROI (2 click through rate)

bull 1-2 direct mail response rate or ROI expectations set by CAM during business planning

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Annual or Quarterly list subscription services from reputable providers will be reimbursed up to 25 of the monthly quarterly invoice

INTEGRATED SALES AND MARKETING CAMPAIGN

Integrated campaigns to drive partner and Extreme Networks objectives including but not limited to direct mail email telemarketing sales incentive seminar or other approved activities

bull List of all activities included in the Integrated Marketing Campaign must be submitted at time of PA and referenced at time of claim

bull At claim Proof of Performance (PoP)for each activity must be submitted

bull Invoice to Extreme Networks for amount to be reimbursed

bull 50 standard reimbursement

bull Up to 100 depending on strength of plan proposed by partner andor delivered with Extreme Networks concierge (USCAN only) or marketing support from Extreme Networks in APAC LATAM and EMEA

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet must be prominently displayed and unaltered

bull AttendeeLeads list must contain Company Name Customer Name

bull Sample(s) must be provided for quarterly activities being claimed

bull All documentation must specifically reference Extreme Networks

TELEMARKETING CAMPAIGN

APPOINTMENT SETTING

Demand generation telemarketing campaigns conducted by an approved third party vendor on behalf of the partner

Must be Extreme Networks focused or promote a joint solution with an Extreme Networks Technology Solutions Partner Telemarketing for the following

bull Appointment setting

bull Event recruitment

bull BANT lead gen

bull ldquoTele-chaserdquo follow up to direct marketing campaigns

bull Guaranteed number of attendees to an event to be delivered by vendor

bull Copy of draft telemarketing script

bull Call list identifying target name company job title (list of resulting leads andor attendees maybe provided in lieu of this)

bull Copy of itemized 3rd party invoicesreceipts

bull Copy of final telemarketing script

bull Invoice to Extreme Networks for amount to be reimbursed

bull 50 standard reimbursement for lead gen to develop BANT qualified leads

bull Up to 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks

bull For appointment setting campaigns Sliding scale of 50-100 based on performance against guaranteed appointment goal

bull List must contain Company Name Customer Name and

bull Meeting date if appointment setting

bull Registered attendees if event recruitment

bull Lead designations if lead generation

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS EXECUTIVE BRIEFING

Extreme Networks executive briefings for customers of Extreme Networks partners held in San Jose CA or Salem NH Raleigh NC or an approved Solution Demo facility Customer deal size must be in excess of$200000

bull Number of customers attending

bull Estimated Extreme Networks Pipeline

bull Attendee list

bull Copy of all itemized receipts for lodging and transportation fare showing dates cost and flight class

bull Proof of invitation and detailed agenda for event

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 standard reimbursement

bull Airfare coacheconomy only

bull Maximum reimbursement of 2 nights hotel stay 3 nights for international

bull Maximum 3 days car rental 4 days for international

bull Attendee list must contain Company Name Customer Name

bull Travel reimbursement is for customers only

NOT ELIGIBLE Meals alcohol and entertainment activities outside of EBC visit

SALES INCENTIVES

Partner sales incentive or SPIF to generate incremental revenue for indicated quarter providing the incentive activity complies with Extreme Networks guidelines and policies for reimbursement as well as local and international law

bull Copy of incentive program including rules date of incentive activity anticipated sales revenues awards structure selection criteria sales goals eligibility requirements and award incentives

bull Performance metrics on incentive program with Sales Rep Names attainment and total Payout amounts

bull Copy of itemized invoices or 3rd party invoices receipts andor Point of Sale (POS) report

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100

bull Maximum of $25K

bull Activities over $25k must obtain Extreme Networks Sr Director approval and email of approval uploaded as proof of performance to claim

bull Partner is liable for applicable income taxes or other as they apply in hisher region

LISTPURCHASE

SUBSCRIPTION

Custom contact discovery list rentals or purchases and subscription based services (Example vendor Rain King)

bull Target market and list parameters

bull Company target list if available

bull Quantity of contacts expected

bull 3rd party rentalpurchase name

bull Custom contact discovery and list purchases actual list of contacts developed

bull List rentals Copy of itemized invoices from rental agency showing insertions dates quantity

Standalone Lists

bull bull50 for standalone list build not part of an integrated campaign

bull 50-100 if part of an integrated campaign (email tele) deployed by Concierge or Extreme Networks

bull 25 for annual list subscriptions (ex Rain King)

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Annual or Quarterly list subscription services from reputable providers will be reimbursed up to 25 of the monthly quarterly invoice

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

PARTNER SALES TOOL

DEVELOPMENT

Creation of sales tool (eg product guide cheat sheet competitive matrixes) used to educate the partner to enable improved and faster selling of Extreme Networks products and solutions

bull Number of partner rep strainedutilizing tool

bull Draft copy must be reviewed and approved by Extreme Networks

bull Copy of completed sales tool

bull Email verification from Extreme Networks employee of approved copy

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 if Extreme Networks is the sole vendor represented in the materials

bull Partial reimbursement if multiple vendors are represented in materials

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

CUSTOMER TRAINING

INCENTIVES

Training voucher incentive to develop customer knowledge and expertise with Extreme products

bull Copy of training incentive program including rules date of incentive activity anticipated sales revenues wards structure selection criteria sales goals eligibility requirements and award incentives

bull Performance metrics on incentive program with Sales Rep Names customer awards

bull Copy of itemized invoices or 3rd party invoices receipts of training voucher purchase

bull Name of Customers awarded training vouchers

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100

bull Maximum $25K

bull Training voucher orders over $5k must obtain Extreme Networks Channel Director approval and email of approval uploaded as proof of performance to claim

NOT FOR RESALE (NFR)

EQUIPMENT

Extreme equipment to be used for demonstration purposes to drive customer awareness and sales

Approved quote from NFR Desk Request Form found on PartnerNetValue of equipment ordered is in accordance with the NFR program

bull Invoice from Extreme Networks or Extreme Networks Distributor for NFR equipment purchased

bull Invoice to Extreme Networks for amount to be reimbursed

bull List of NFR equipment serial numbers

bull 100 up to $25K net price per Extreme Networks fiscal year

bull Demo gear Reimbursement is not to exceed 30 of overall EDF Funds accrued

bull NFR program is for demo equipment only

bull Internal use equipment and equipment customer proof-of-concept is not reimbursable via EDF please contact your Extreme Account Manager for Proof of Concept process

LOCALIZATION TRANSLATION

Third party translation of Extreme Networks assets and campaigns that are not provided in partnerrsquos local language

bull Asset to be translated

bull Original invoice from3rd party

bull 100 if Extreme Networks marketing resources are not able to provide translation services

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

CONTENT SYNDICATION

3rd Partner Outsourced Content Syndication Services (EXAMPLE TechTarget)

bull Reachnumber of impressionsnumber of views

bull Number of downloaded assets

bull Copy of itemized 3rd party invoicesreceipts or current internal expense rate card on file with Extreme Networks

bull Invoice Summary for amount to be reimbursed

bull Original screenshot of the activity with related asset featuring the components and the dates of the activity(displaying Extreme Networks name or logo)

bull 50 standard reimbursement as an individual activity

bull 50 to 100 if activity is part of a multi touch integrated campaign

bull Full copy of text including featured product(s) or solutions

bull URL links to social sites

bull If applicable the appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

ADVERTISING CATALOG

SPONSORSHIP BANNERS

Promotional activities that involve Advertisements in magazines catalogs newspapers journals online banner advertising and promotions media broadcasts on radio and TV networks videos inserts and flyers in publicationsMust include Extreme Networks mention and or logo and call to action

bull Copy of proposal including insertion dates publication name and total net cost

bull Original sample displaying Extreme Networks name or logo of magazine newspaper script flyer banner or video link featuring the ad and the date of publication

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates publication name and to talnet cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Final sample of advertisement

bull 50 standard reimbursement

bull Up to 100 if part of Extreme Networks campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

bull Extreme Networks audible announcement twice during any

bull 30-second commercial segment is recommended

bull Call to action Web address with complete URL

bull For any advertising sponsorships that exceed a duration of90 days Partner must submit quarterly PAs and claim reimbursement on a quarterly basis

CUSTOMER LITERATURE OR

COLLATERAL

Any type of tool that will aid in the understanding and selling of Extreme Networks products or solution service offerings to end users This can include Brochures product guides data sheets white papers and training presentations

bull Description of how asset will be used

bull Copy of asset

bull Copy of itemized 3rd party invoicesreceipts showing total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Sample of original finished literature

bull 50 standard reimbursement

bull Up to 100 if part of Extreme Networks campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS

PROMOTIONAL MERCHANDISE

Purchase promotional merchandise to promote Extreme Networks and Extreme Networks products

bull Quantity purchased

bull Description of how merchandise will be used

bull Photo or sample of the final promotional merchandise (must display Extreme Networks logo)

bull Copy of itemized 3rd party invoicesreceipts

bull 50 standard reimbursement

bull Up to 100 reimbursement may be approved if promotional merchandise is part of an approved partner sponsored activity promoting Extreme as the only vendor pending Extremersquos approval

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull For public sector customer gift rules limits must be considered before promotional merchandise can be offered (ex US Federal has a $20limit)

SEARCH ENGINE PLACEMENT

bull Purchase space on Internet search engines to increase hits to site(s) that promotes Extreme Networks and Extreme Networks products

bull Copy of proposal showing insertion dates and total net cost

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates and total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Keyword report (impressions clicks click- thru rate costclick etc)

bull Original screenshot of the campaign featuring the components and the dates of the campaign (displaying Extreme name or logo)

bull 50 standard reimbursement

bull 50 ndash 100 if activity is part of a multi touch integrated campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on the PartnerNet and must be prominently displayed and unaltered

bull We recommend your campaign promotes an asset or strong call to action to optimize performance

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

FUNDED HEADCOUNT

PROGRAM

To create focus and dedication at the partner level so that both Extreme and the partner are able to drive key strategic initiatives

bull Copy of the counter signed Funded Head agreement between Extreme and partner

Agreement found on PartnerNet please contact your Channel Account Manager for details on this program prior to submitting the pre-approval

bull Copy of employee pay stub from period seeking reimbursement

bull Copy of quarterly reporting along with documentation of achieved metrics

bull Invoice to Extreme for amount of agreed upon reimbursement

bull Copy of employee pay stub from period seeking reimbursement

bull Copy of quarterly reporting along with documentation of achieved metrics

bull Invoice to Extreme for amount of agreed upon reimbursement

bull Up to 50 of annual salary

bull Reimbursement should not exceed 40 of partners total EDF accrual

bull All funded heads require regional Channel Director approval

bull Program available only to Platinum and Diamond level partners unless otherwise approved in writing by Extreme All partners must meet program requirements set forth in the Funded Head Agreement

bull Pre-Approval to be submitted at beginning of Extreme fiscal quarter and claimed at end of that same fiscal quarter

bull Contract terms are one year with quarterly metrics review and may be terminated with 30 day written notice based on non-performance of objectives

EXTREME NETWORKS CUSTOMER

CASE STUDY

Development of a printed or video case study that details a customerrsquos positive experience with Extreme Networks Must include benefit customer received and customerrsquos endorsement of Extreme Networks

bull Draft copy must be reviewed and approved by Extreme Networks

bull Number of copies to be printed

bull Copy of final version of Case Study

bull Copy of itemized 3rd party invoices

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement contingent on review and final approval of case study by Extreme Networks

bull Development and writing of case studies is offered through Extreme Networks Concierge Service in some regions please contact your Extreme Channel Manager for information

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

BUSINESS CONSULTING

Extreme Networks approved workshops to help Extreme initiatives and strategies to the partner

bull Confirmation to attend webinar workshop

bull Confirmation of attendance

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100 bull All consulting is conducted by an Extreme Networks approved 3rd party vendor

httpwwwextremenetworkscomcontact Phone +1-408-579-2800

WWWEXTREMENETWORKSCOM

copy2017 Extreme Networks Inc All rights reserved Extreme Networks and the Extreme Networks logo are trademarks or registered trademarks of Extreme Networks Inc in the United States andor other countries All other names are the property of their respective owners For additional information on Extreme Networks Trademarks please see httpwwwextremenetworkscomcompanylegaltrademarks Specifications and product availability are subject to change without notice 11547-0217-09

EDF Program Overview 18

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

ASSETS COLLATERAL

Any type of tool that will aid in the understanding and selling of Extreme products to end users This can include brochures product guides white papers and data sheets that are unique and not already available to partners by Extreme Networks

bull Description of how assets will be utilized

bull Draft copy must be reviewed and approved by Extreme Networks

bull Copy of completed sales tool

bull Copy of itemized 3rd party invoicesreceipts or current

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 50 standard reimbursement contingent on review and final approval of asset by Extreme Networks

bull Up to 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks as part of an integrated campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

WEB PAGE CREATION

Creation of web type tool that will aid in the understanding and selling of Extreme Networks products This includes landing pages and micro sites that are specific to Extreme Networks including downloadable assets such as brochures product guides videos and presentations for end users

bull Third party proposal SOW that describes deliverable related to Extreme Networks

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull Screen shot of the live web page(s) including specific URL

bull Email verification from Extreme Networks employee of approved copy

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement if Extreme Networks is the only vendor represented on the web page contingent on review and final approval of content by Extreme Networks

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

NOT ELIGIBLE Company website development (infrastructure)

bull Monthly charges for server usage hardware software required for implementation or online charges

TRAINING

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS PARTNER

CERTIFICATION TRAINING

Training and Certification for partner employees Extreme Networks approved eLearning courses only from Extreme Networks education website where Extreme Networks certification is achieved

bull Number names of individuals to be certified

bull Copy of itemized 3rd party invoices receipts

bull Copy of invoice fromExtreme Netw orks Distribution

bullCredit card transaction receipt

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 standard reimbursement

bull All courses must be Extreme Networks eLEarning course offerings

Page 13: Extreme Development Funds Global Partner MDF …extremenetworks.channel-fusion.com/documents/EDFGuidelines.pdf · Extreme Development Funds Global Partner MDF Program Guide ... EDF

DEMAND GENERATION

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS EXECUTIVE BRIEFING

Extreme Networks executive briefings for customers of Extreme Networks partners held in San Jose CA or Salem NH Raleigh NC or an approved Solution Demo facility Customer deal size must be in excess of$200000

bull Number of customers attending

bull Estimated Extreme Networks Pipeline

bull Attendee list

bull Copy of all itemized receipts for lodging and transportation fare showing dates cost and flight class

bull Proof of invitation and detailed agenda for event

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 standard reimbursement

bull Airfare coacheconomy only

bull Maximum reimbursement of 2 nights hotel stay 3 nights for international

bull Maximum 3 days car rental 4 days for international

bull Attendee list must contain Company Name Customer Name

bull Travel reimbursement is for customers only

NOT ELIGIBLE Meals alcohol and entertainment activities outside of EBC visit

SALES INCENTIVES

Partner sales incentive or SPIF to generate incremental revenue for indicated quarter providing the incentive activity complies with Extreme Networks guidelines and policies for reimbursement as well as local and international law

bull Copy of incentive program including rules date of incentive activity anticipated sales revenues awards structure selection criteria sales goals eligibility requirements and award incentives

bull Performance metrics on incentive program with Sales Rep Names attainment and total Payout amounts

bull Copy of itemized invoices or 3rd party invoices receipts andor Point of Sale (POS) report

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100

bull Maximum of $25K

bull Activities over $25k must obtain Extreme Networks Sr Director approval and email of approval uploaded as proof of performance to claim

bull Partner is liable for applicable income taxes or other as they apply in hisher region

LISTPURCHASE

SUBSCRIPTION

Custom contact discovery list rentals or purchases and subscription based services (Example vendor Rain King)

bull Target market and list parameters

bull Company target list if available

bull Quantity of contacts expected

bull 3rd party rentalpurchase name

bull Custom contact discovery and list purchases actual list of contacts developed

bull List rentals Copy of itemized invoices from rental agency showing insertions dates quantity

Standalone Lists

bull bull50 for standalone list build not part of an integrated campaign

bull 50-100 if part of an integrated campaign (email tele) deployed by Concierge or Extreme Networks

bull 25 for annual list subscriptions (ex Rain King)

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull Annual or Quarterly list subscription services from reputable providers will be reimbursed up to 25 of the monthly quarterly invoice

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

PARTNER SALES TOOL

DEVELOPMENT

Creation of sales tool (eg product guide cheat sheet competitive matrixes) used to educate the partner to enable improved and faster selling of Extreme Networks products and solutions

bull Number of partner rep strainedutilizing tool

bull Draft copy must be reviewed and approved by Extreme Networks

bull Copy of completed sales tool

bull Email verification from Extreme Networks employee of approved copy

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 if Extreme Networks is the sole vendor represented in the materials

bull Partial reimbursement if multiple vendors are represented in materials

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

CUSTOMER TRAINING

INCENTIVES

Training voucher incentive to develop customer knowledge and expertise with Extreme products

bull Copy of training incentive program including rules date of incentive activity anticipated sales revenues wards structure selection criteria sales goals eligibility requirements and award incentives

bull Performance metrics on incentive program with Sales Rep Names customer awards

bull Copy of itemized invoices or 3rd party invoices receipts of training voucher purchase

bull Name of Customers awarded training vouchers

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100

bull Maximum $25K

bull Training voucher orders over $5k must obtain Extreme Networks Channel Director approval and email of approval uploaded as proof of performance to claim

NOT FOR RESALE (NFR)

EQUIPMENT

Extreme equipment to be used for demonstration purposes to drive customer awareness and sales

Approved quote from NFR Desk Request Form found on PartnerNetValue of equipment ordered is in accordance with the NFR program

bull Invoice from Extreme Networks or Extreme Networks Distributor for NFR equipment purchased

bull Invoice to Extreme Networks for amount to be reimbursed

bull List of NFR equipment serial numbers

bull 100 up to $25K net price per Extreme Networks fiscal year

bull Demo gear Reimbursement is not to exceed 30 of overall EDF Funds accrued

bull NFR program is for demo equipment only

bull Internal use equipment and equipment customer proof-of-concept is not reimbursable via EDF please contact your Extreme Account Manager for Proof of Concept process

LOCALIZATION TRANSLATION

Third party translation of Extreme Networks assets and campaigns that are not provided in partnerrsquos local language

bull Asset to be translated

bull Original invoice from3rd party

bull 100 if Extreme Networks marketing resources are not able to provide translation services

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

CONTENT SYNDICATION

3rd Partner Outsourced Content Syndication Services (EXAMPLE TechTarget)

bull Reachnumber of impressionsnumber of views

bull Number of downloaded assets

bull Copy of itemized 3rd party invoicesreceipts or current internal expense rate card on file with Extreme Networks

bull Invoice Summary for amount to be reimbursed

bull Original screenshot of the activity with related asset featuring the components and the dates of the activity(displaying Extreme Networks name or logo)

bull 50 standard reimbursement as an individual activity

bull 50 to 100 if activity is part of a multi touch integrated campaign

bull Full copy of text including featured product(s) or solutions

bull URL links to social sites

bull If applicable the appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

ADVERTISING CATALOG

SPONSORSHIP BANNERS

Promotional activities that involve Advertisements in magazines catalogs newspapers journals online banner advertising and promotions media broadcasts on radio and TV networks videos inserts and flyers in publicationsMust include Extreme Networks mention and or logo and call to action

bull Copy of proposal including insertion dates publication name and total net cost

bull Original sample displaying Extreme Networks name or logo of magazine newspaper script flyer banner or video link featuring the ad and the date of publication

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates publication name and to talnet cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Final sample of advertisement

bull 50 standard reimbursement

bull Up to 100 if part of Extreme Networks campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

bull Extreme Networks audible announcement twice during any

bull 30-second commercial segment is recommended

bull Call to action Web address with complete URL

bull For any advertising sponsorships that exceed a duration of90 days Partner must submit quarterly PAs and claim reimbursement on a quarterly basis

CUSTOMER LITERATURE OR

COLLATERAL

Any type of tool that will aid in the understanding and selling of Extreme Networks products or solution service offerings to end users This can include Brochures product guides data sheets white papers and training presentations

bull Description of how asset will be used

bull Copy of asset

bull Copy of itemized 3rd party invoicesreceipts showing total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Sample of original finished literature

bull 50 standard reimbursement

bull Up to 100 if part of Extreme Networks campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS

PROMOTIONAL MERCHANDISE

Purchase promotional merchandise to promote Extreme Networks and Extreme Networks products

bull Quantity purchased

bull Description of how merchandise will be used

bull Photo or sample of the final promotional merchandise (must display Extreme Networks logo)

bull Copy of itemized 3rd party invoicesreceipts

bull 50 standard reimbursement

bull Up to 100 reimbursement may be approved if promotional merchandise is part of an approved partner sponsored activity promoting Extreme as the only vendor pending Extremersquos approval

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull For public sector customer gift rules limits must be considered before promotional merchandise can be offered (ex US Federal has a $20limit)

SEARCH ENGINE PLACEMENT

bull Purchase space on Internet search engines to increase hits to site(s) that promotes Extreme Networks and Extreme Networks products

bull Copy of proposal showing insertion dates and total net cost

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates and total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Keyword report (impressions clicks click- thru rate costclick etc)

bull Original screenshot of the campaign featuring the components and the dates of the campaign (displaying Extreme name or logo)

bull 50 standard reimbursement

bull 50 ndash 100 if activity is part of a multi touch integrated campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on the PartnerNet and must be prominently displayed and unaltered

bull We recommend your campaign promotes an asset or strong call to action to optimize performance

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

FUNDED HEADCOUNT

PROGRAM

To create focus and dedication at the partner level so that both Extreme and the partner are able to drive key strategic initiatives

bull Copy of the counter signed Funded Head agreement between Extreme and partner

Agreement found on PartnerNet please contact your Channel Account Manager for details on this program prior to submitting the pre-approval

bull Copy of employee pay stub from period seeking reimbursement

bull Copy of quarterly reporting along with documentation of achieved metrics

bull Invoice to Extreme for amount of agreed upon reimbursement

bull Copy of employee pay stub from period seeking reimbursement

bull Copy of quarterly reporting along with documentation of achieved metrics

bull Invoice to Extreme for amount of agreed upon reimbursement

bull Up to 50 of annual salary

bull Reimbursement should not exceed 40 of partners total EDF accrual

bull All funded heads require regional Channel Director approval

bull Program available only to Platinum and Diamond level partners unless otherwise approved in writing by Extreme All partners must meet program requirements set forth in the Funded Head Agreement

bull Pre-Approval to be submitted at beginning of Extreme fiscal quarter and claimed at end of that same fiscal quarter

bull Contract terms are one year with quarterly metrics review and may be terminated with 30 day written notice based on non-performance of objectives

EXTREME NETWORKS CUSTOMER

CASE STUDY

Development of a printed or video case study that details a customerrsquos positive experience with Extreme Networks Must include benefit customer received and customerrsquos endorsement of Extreme Networks

bull Draft copy must be reviewed and approved by Extreme Networks

bull Number of copies to be printed

bull Copy of final version of Case Study

bull Copy of itemized 3rd party invoices

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement contingent on review and final approval of case study by Extreme Networks

bull Development and writing of case studies is offered through Extreme Networks Concierge Service in some regions please contact your Extreme Channel Manager for information

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

BUSINESS CONSULTING

Extreme Networks approved workshops to help Extreme initiatives and strategies to the partner

bull Confirmation to attend webinar workshop

bull Confirmation of attendance

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100 bull All consulting is conducted by an Extreme Networks approved 3rd party vendor

httpwwwextremenetworkscomcontact Phone +1-408-579-2800

WWWEXTREMENETWORKSCOM

copy2017 Extreme Networks Inc All rights reserved Extreme Networks and the Extreme Networks logo are trademarks or registered trademarks of Extreme Networks Inc in the United States andor other countries All other names are the property of their respective owners For additional information on Extreme Networks Trademarks please see httpwwwextremenetworkscomcompanylegaltrademarks Specifications and product availability are subject to change without notice 11547-0217-09

EDF Program Overview 18

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

ASSETS COLLATERAL

Any type of tool that will aid in the understanding and selling of Extreme products to end users This can include brochures product guides white papers and data sheets that are unique and not already available to partners by Extreme Networks

bull Description of how assets will be utilized

bull Draft copy must be reviewed and approved by Extreme Networks

bull Copy of completed sales tool

bull Copy of itemized 3rd party invoicesreceipts or current

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 50 standard reimbursement contingent on review and final approval of asset by Extreme Networks

bull Up to 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks as part of an integrated campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

WEB PAGE CREATION

Creation of web type tool that will aid in the understanding and selling of Extreme Networks products This includes landing pages and micro sites that are specific to Extreme Networks including downloadable assets such as brochures product guides videos and presentations for end users

bull Third party proposal SOW that describes deliverable related to Extreme Networks

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull Screen shot of the live web page(s) including specific URL

bull Email verification from Extreme Networks employee of approved copy

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement if Extreme Networks is the only vendor represented on the web page contingent on review and final approval of content by Extreme Networks

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

NOT ELIGIBLE Company website development (infrastructure)

bull Monthly charges for server usage hardware software required for implementation or online charges

TRAINING

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS PARTNER

CERTIFICATION TRAINING

Training and Certification for partner employees Extreme Networks approved eLearning courses only from Extreme Networks education website where Extreme Networks certification is achieved

bull Number names of individuals to be certified

bull Copy of itemized 3rd party invoices receipts

bull Copy of invoice fromExtreme Netw orks Distribution

bullCredit card transaction receipt

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 standard reimbursement

bull All courses must be Extreme Networks eLEarning course offerings

Page 14: Extreme Development Funds Global Partner MDF …extremenetworks.channel-fusion.com/documents/EDFGuidelines.pdf · Extreme Development Funds Global Partner MDF Program Guide ... EDF

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

PARTNER SALES TOOL

DEVELOPMENT

Creation of sales tool (eg product guide cheat sheet competitive matrixes) used to educate the partner to enable improved and faster selling of Extreme Networks products and solutions

bull Number of partner rep strainedutilizing tool

bull Draft copy must be reviewed and approved by Extreme Networks

bull Copy of completed sales tool

bull Email verification from Extreme Networks employee of approved copy

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 if Extreme Networks is the sole vendor represented in the materials

bull Partial reimbursement if multiple vendors are represented in materials

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

CUSTOMER TRAINING

INCENTIVES

Training voucher incentive to develop customer knowledge and expertise with Extreme products

bull Copy of training incentive program including rules date of incentive activity anticipated sales revenues wards structure selection criteria sales goals eligibility requirements and award incentives

bull Performance metrics on incentive program with Sales Rep Names customer awards

bull Copy of itemized invoices or 3rd party invoices receipts of training voucher purchase

bull Name of Customers awarded training vouchers

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100

bull Maximum $25K

bull Training voucher orders over $5k must obtain Extreme Networks Channel Director approval and email of approval uploaded as proof of performance to claim

NOT FOR RESALE (NFR)

EQUIPMENT

Extreme equipment to be used for demonstration purposes to drive customer awareness and sales

Approved quote from NFR Desk Request Form found on PartnerNetValue of equipment ordered is in accordance with the NFR program

bull Invoice from Extreme Networks or Extreme Networks Distributor for NFR equipment purchased

bull Invoice to Extreme Networks for amount to be reimbursed

bull List of NFR equipment serial numbers

bull 100 up to $25K net price per Extreme Networks fiscal year

bull Demo gear Reimbursement is not to exceed 30 of overall EDF Funds accrued

bull NFR program is for demo equipment only

bull Internal use equipment and equipment customer proof-of-concept is not reimbursable via EDF please contact your Extreme Account Manager for Proof of Concept process

LOCALIZATION TRANSLATION

Third party translation of Extreme Networks assets and campaigns that are not provided in partnerrsquos local language

bull Asset to be translated

bull Original invoice from3rd party

bull 100 if Extreme Networks marketing resources are not able to provide translation services

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

CONTENT SYNDICATION

3rd Partner Outsourced Content Syndication Services (EXAMPLE TechTarget)

bull Reachnumber of impressionsnumber of views

bull Number of downloaded assets

bull Copy of itemized 3rd party invoicesreceipts or current internal expense rate card on file with Extreme Networks

bull Invoice Summary for amount to be reimbursed

bull Original screenshot of the activity with related asset featuring the components and the dates of the activity(displaying Extreme Networks name or logo)

bull 50 standard reimbursement as an individual activity

bull 50 to 100 if activity is part of a multi touch integrated campaign

bull Full copy of text including featured product(s) or solutions

bull URL links to social sites

bull If applicable the appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

ADVERTISING CATALOG

SPONSORSHIP BANNERS

Promotional activities that involve Advertisements in magazines catalogs newspapers journals online banner advertising and promotions media broadcasts on radio and TV networks videos inserts and flyers in publicationsMust include Extreme Networks mention and or logo and call to action

bull Copy of proposal including insertion dates publication name and total net cost

bull Original sample displaying Extreme Networks name or logo of magazine newspaper script flyer banner or video link featuring the ad and the date of publication

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates publication name and to talnet cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Final sample of advertisement

bull 50 standard reimbursement

bull Up to 100 if part of Extreme Networks campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

bull Extreme Networks audible announcement twice during any

bull 30-second commercial segment is recommended

bull Call to action Web address with complete URL

bull For any advertising sponsorships that exceed a duration of90 days Partner must submit quarterly PAs and claim reimbursement on a quarterly basis

CUSTOMER LITERATURE OR

COLLATERAL

Any type of tool that will aid in the understanding and selling of Extreme Networks products or solution service offerings to end users This can include Brochures product guides data sheets white papers and training presentations

bull Description of how asset will be used

bull Copy of asset

bull Copy of itemized 3rd party invoicesreceipts showing total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Sample of original finished literature

bull 50 standard reimbursement

bull Up to 100 if part of Extreme Networks campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS

PROMOTIONAL MERCHANDISE

Purchase promotional merchandise to promote Extreme Networks and Extreme Networks products

bull Quantity purchased

bull Description of how merchandise will be used

bull Photo or sample of the final promotional merchandise (must display Extreme Networks logo)

bull Copy of itemized 3rd party invoicesreceipts

bull 50 standard reimbursement

bull Up to 100 reimbursement may be approved if promotional merchandise is part of an approved partner sponsored activity promoting Extreme as the only vendor pending Extremersquos approval

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull For public sector customer gift rules limits must be considered before promotional merchandise can be offered (ex US Federal has a $20limit)

SEARCH ENGINE PLACEMENT

bull Purchase space on Internet search engines to increase hits to site(s) that promotes Extreme Networks and Extreme Networks products

bull Copy of proposal showing insertion dates and total net cost

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates and total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Keyword report (impressions clicks click- thru rate costclick etc)

bull Original screenshot of the campaign featuring the components and the dates of the campaign (displaying Extreme name or logo)

bull 50 standard reimbursement

bull 50 ndash 100 if activity is part of a multi touch integrated campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on the PartnerNet and must be prominently displayed and unaltered

bull We recommend your campaign promotes an asset or strong call to action to optimize performance

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

FUNDED HEADCOUNT

PROGRAM

To create focus and dedication at the partner level so that both Extreme and the partner are able to drive key strategic initiatives

bull Copy of the counter signed Funded Head agreement between Extreme and partner

Agreement found on PartnerNet please contact your Channel Account Manager for details on this program prior to submitting the pre-approval

bull Copy of employee pay stub from period seeking reimbursement

bull Copy of quarterly reporting along with documentation of achieved metrics

bull Invoice to Extreme for amount of agreed upon reimbursement

bull Copy of employee pay stub from period seeking reimbursement

bull Copy of quarterly reporting along with documentation of achieved metrics

bull Invoice to Extreme for amount of agreed upon reimbursement

bull Up to 50 of annual salary

bull Reimbursement should not exceed 40 of partners total EDF accrual

bull All funded heads require regional Channel Director approval

bull Program available only to Platinum and Diamond level partners unless otherwise approved in writing by Extreme All partners must meet program requirements set forth in the Funded Head Agreement

bull Pre-Approval to be submitted at beginning of Extreme fiscal quarter and claimed at end of that same fiscal quarter

bull Contract terms are one year with quarterly metrics review and may be terminated with 30 day written notice based on non-performance of objectives

EXTREME NETWORKS CUSTOMER

CASE STUDY

Development of a printed or video case study that details a customerrsquos positive experience with Extreme Networks Must include benefit customer received and customerrsquos endorsement of Extreme Networks

bull Draft copy must be reviewed and approved by Extreme Networks

bull Number of copies to be printed

bull Copy of final version of Case Study

bull Copy of itemized 3rd party invoices

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement contingent on review and final approval of case study by Extreme Networks

bull Development and writing of case studies is offered through Extreme Networks Concierge Service in some regions please contact your Extreme Channel Manager for information

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

BUSINESS CONSULTING

Extreme Networks approved workshops to help Extreme initiatives and strategies to the partner

bull Confirmation to attend webinar workshop

bull Confirmation of attendance

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100 bull All consulting is conducted by an Extreme Networks approved 3rd party vendor

httpwwwextremenetworkscomcontact Phone +1-408-579-2800

WWWEXTREMENETWORKSCOM

copy2017 Extreme Networks Inc All rights reserved Extreme Networks and the Extreme Networks logo are trademarks or registered trademarks of Extreme Networks Inc in the United States andor other countries All other names are the property of their respective owners For additional information on Extreme Networks Trademarks please see httpwwwextremenetworkscomcompanylegaltrademarks Specifications and product availability are subject to change without notice 11547-0217-09

EDF Program Overview 18

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

ASSETS COLLATERAL

Any type of tool that will aid in the understanding and selling of Extreme products to end users This can include brochures product guides white papers and data sheets that are unique and not already available to partners by Extreme Networks

bull Description of how assets will be utilized

bull Draft copy must be reviewed and approved by Extreme Networks

bull Copy of completed sales tool

bull Copy of itemized 3rd party invoicesreceipts or current

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 50 standard reimbursement contingent on review and final approval of asset by Extreme Networks

bull Up to 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks as part of an integrated campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

WEB PAGE CREATION

Creation of web type tool that will aid in the understanding and selling of Extreme Networks products This includes landing pages and micro sites that are specific to Extreme Networks including downloadable assets such as brochures product guides videos and presentations for end users

bull Third party proposal SOW that describes deliverable related to Extreme Networks

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull Screen shot of the live web page(s) including specific URL

bull Email verification from Extreme Networks employee of approved copy

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement if Extreme Networks is the only vendor represented on the web page contingent on review and final approval of content by Extreme Networks

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

NOT ELIGIBLE Company website development (infrastructure)

bull Monthly charges for server usage hardware software required for implementation or online charges

TRAINING

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS PARTNER

CERTIFICATION TRAINING

Training and Certification for partner employees Extreme Networks approved eLearning courses only from Extreme Networks education website where Extreme Networks certification is achieved

bull Number names of individuals to be certified

bull Copy of itemized 3rd party invoices receipts

bull Copy of invoice fromExtreme Netw orks Distribution

bullCredit card transaction receipt

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 standard reimbursement

bull All courses must be Extreme Networks eLEarning course offerings

Page 15: Extreme Development Funds Global Partner MDF …extremenetworks.channel-fusion.com/documents/EDFGuidelines.pdf · Extreme Development Funds Global Partner MDF Program Guide ... EDF

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

CONTENT SYNDICATION

3rd Partner Outsourced Content Syndication Services (EXAMPLE TechTarget)

bull Reachnumber of impressionsnumber of views

bull Number of downloaded assets

bull Copy of itemized 3rd party invoicesreceipts or current internal expense rate card on file with Extreme Networks

bull Invoice Summary for amount to be reimbursed

bull Original screenshot of the activity with related asset featuring the components and the dates of the activity(displaying Extreme Networks name or logo)

bull 50 standard reimbursement as an individual activity

bull 50 to 100 if activity is part of a multi touch integrated campaign

bull Full copy of text including featured product(s) or solutions

bull URL links to social sites

bull If applicable the appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

ADVERTISING CATALOG

SPONSORSHIP BANNERS

Promotional activities that involve Advertisements in magazines catalogs newspapers journals online banner advertising and promotions media broadcasts on radio and TV networks videos inserts and flyers in publicationsMust include Extreme Networks mention and or logo and call to action

bull Copy of proposal including insertion dates publication name and total net cost

bull Original sample displaying Extreme Networks name or logo of magazine newspaper script flyer banner or video link featuring the ad and the date of publication

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates publication name and to talnet cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Final sample of advertisement

bull 50 standard reimbursement

bull Up to 100 if part of Extreme Networks campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

bull Extreme Networks audible announcement twice during any

bull 30-second commercial segment is recommended

bull Call to action Web address with complete URL

bull For any advertising sponsorships that exceed a duration of90 days Partner must submit quarterly PAs and claim reimbursement on a quarterly basis

CUSTOMER LITERATURE OR

COLLATERAL

Any type of tool that will aid in the understanding and selling of Extreme Networks products or solution service offerings to end users This can include Brochures product guides data sheets white papers and training presentations

bull Description of how asset will be used

bull Copy of asset

bull Copy of itemized 3rd party invoicesreceipts showing total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Sample of original finished literature

bull 50 standard reimbursement

bull Up to 100 if part of Extreme Networks campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS

PROMOTIONAL MERCHANDISE

Purchase promotional merchandise to promote Extreme Networks and Extreme Networks products

bull Quantity purchased

bull Description of how merchandise will be used

bull Photo or sample of the final promotional merchandise (must display Extreme Networks logo)

bull Copy of itemized 3rd party invoicesreceipts

bull 50 standard reimbursement

bull Up to 100 reimbursement may be approved if promotional merchandise is part of an approved partner sponsored activity promoting Extreme as the only vendor pending Extremersquos approval

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull For public sector customer gift rules limits must be considered before promotional merchandise can be offered (ex US Federal has a $20limit)

SEARCH ENGINE PLACEMENT

bull Purchase space on Internet search engines to increase hits to site(s) that promotes Extreme Networks and Extreme Networks products

bull Copy of proposal showing insertion dates and total net cost

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates and total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Keyword report (impressions clicks click- thru rate costclick etc)

bull Original screenshot of the campaign featuring the components and the dates of the campaign (displaying Extreme name or logo)

bull 50 standard reimbursement

bull 50 ndash 100 if activity is part of a multi touch integrated campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on the PartnerNet and must be prominently displayed and unaltered

bull We recommend your campaign promotes an asset or strong call to action to optimize performance

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

FUNDED HEADCOUNT

PROGRAM

To create focus and dedication at the partner level so that both Extreme and the partner are able to drive key strategic initiatives

bull Copy of the counter signed Funded Head agreement between Extreme and partner

Agreement found on PartnerNet please contact your Channel Account Manager for details on this program prior to submitting the pre-approval

bull Copy of employee pay stub from period seeking reimbursement

bull Copy of quarterly reporting along with documentation of achieved metrics

bull Invoice to Extreme for amount of agreed upon reimbursement

bull Copy of employee pay stub from period seeking reimbursement

bull Copy of quarterly reporting along with documentation of achieved metrics

bull Invoice to Extreme for amount of agreed upon reimbursement

bull Up to 50 of annual salary

bull Reimbursement should not exceed 40 of partners total EDF accrual

bull All funded heads require regional Channel Director approval

bull Program available only to Platinum and Diamond level partners unless otherwise approved in writing by Extreme All partners must meet program requirements set forth in the Funded Head Agreement

bull Pre-Approval to be submitted at beginning of Extreme fiscal quarter and claimed at end of that same fiscal quarter

bull Contract terms are one year with quarterly metrics review and may be terminated with 30 day written notice based on non-performance of objectives

EXTREME NETWORKS CUSTOMER

CASE STUDY

Development of a printed or video case study that details a customerrsquos positive experience with Extreme Networks Must include benefit customer received and customerrsquos endorsement of Extreme Networks

bull Draft copy must be reviewed and approved by Extreme Networks

bull Number of copies to be printed

bull Copy of final version of Case Study

bull Copy of itemized 3rd party invoices

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement contingent on review and final approval of case study by Extreme Networks

bull Development and writing of case studies is offered through Extreme Networks Concierge Service in some regions please contact your Extreme Channel Manager for information

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

BUSINESS CONSULTING

Extreme Networks approved workshops to help Extreme initiatives and strategies to the partner

bull Confirmation to attend webinar workshop

bull Confirmation of attendance

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100 bull All consulting is conducted by an Extreme Networks approved 3rd party vendor

httpwwwextremenetworkscomcontact Phone +1-408-579-2800

WWWEXTREMENETWORKSCOM

copy2017 Extreme Networks Inc All rights reserved Extreme Networks and the Extreme Networks logo are trademarks or registered trademarks of Extreme Networks Inc in the United States andor other countries All other names are the property of their respective owners For additional information on Extreme Networks Trademarks please see httpwwwextremenetworkscomcompanylegaltrademarks Specifications and product availability are subject to change without notice 11547-0217-09

EDF Program Overview 18

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

ASSETS COLLATERAL

Any type of tool that will aid in the understanding and selling of Extreme products to end users This can include brochures product guides white papers and data sheets that are unique and not already available to partners by Extreme Networks

bull Description of how assets will be utilized

bull Draft copy must be reviewed and approved by Extreme Networks

bull Copy of completed sales tool

bull Copy of itemized 3rd party invoicesreceipts or current

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 50 standard reimbursement contingent on review and final approval of asset by Extreme Networks

bull Up to 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks as part of an integrated campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

WEB PAGE CREATION

Creation of web type tool that will aid in the understanding and selling of Extreme Networks products This includes landing pages and micro sites that are specific to Extreme Networks including downloadable assets such as brochures product guides videos and presentations for end users

bull Third party proposal SOW that describes deliverable related to Extreme Networks

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull Screen shot of the live web page(s) including specific URL

bull Email verification from Extreme Networks employee of approved copy

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement if Extreme Networks is the only vendor represented on the web page contingent on review and final approval of content by Extreme Networks

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

NOT ELIGIBLE Company website development (infrastructure)

bull Monthly charges for server usage hardware software required for implementation or online charges

TRAINING

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS PARTNER

CERTIFICATION TRAINING

Training and Certification for partner employees Extreme Networks approved eLearning courses only from Extreme Networks education website where Extreme Networks certification is achieved

bull Number names of individuals to be certified

bull Copy of itemized 3rd party invoices receipts

bull Copy of invoice fromExtreme Netw orks Distribution

bullCredit card transaction receipt

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 standard reimbursement

bull All courses must be Extreme Networks eLEarning course offerings

Page 16: Extreme Development Funds Global Partner MDF …extremenetworks.channel-fusion.com/documents/EDFGuidelines.pdf · Extreme Development Funds Global Partner MDF Program Guide ... EDF

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS

PROMOTIONAL MERCHANDISE

Purchase promotional merchandise to promote Extreme Networks and Extreme Networks products

bull Quantity purchased

bull Description of how merchandise will be used

bull Photo or sample of the final promotional merchandise (must display Extreme Networks logo)

bull Copy of itemized 3rd party invoicesreceipts

bull 50 standard reimbursement

bull Up to 100 reimbursement may be approved if promotional merchandise is part of an approved partner sponsored activity promoting Extreme as the only vendor pending Extremersquos approval

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull For public sector customer gift rules limits must be considered before promotional merchandise can be offered (ex US Federal has a $20limit)

SEARCH ENGINE PLACEMENT

bull Purchase space on Internet search engines to increase hits to site(s) that promotes Extreme Networks and Extreme Networks products

bull Copy of proposal showing insertion dates and total net cost

bull Copy of itemized 3rd party invoicesreceipts showing insertion dates and total net cost

bull Invoice to Extreme Networks for amount to be reimbursed

bull Keyword report (impressions clicks click- thru rate costclick etc)

bull Original screenshot of the campaign featuring the components and the dates of the campaign (displaying Extreme name or logo)

bull 50 standard reimbursement

bull 50 ndash 100 if activity is part of a multi touch integrated campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on the PartnerNet and must be prominently displayed and unaltered

bull We recommend your campaign promotes an asset or strong call to action to optimize performance

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

FUNDED HEADCOUNT

PROGRAM

To create focus and dedication at the partner level so that both Extreme and the partner are able to drive key strategic initiatives

bull Copy of the counter signed Funded Head agreement between Extreme and partner

Agreement found on PartnerNet please contact your Channel Account Manager for details on this program prior to submitting the pre-approval

bull Copy of employee pay stub from period seeking reimbursement

bull Copy of quarterly reporting along with documentation of achieved metrics

bull Invoice to Extreme for amount of agreed upon reimbursement

bull Copy of employee pay stub from period seeking reimbursement

bull Copy of quarterly reporting along with documentation of achieved metrics

bull Invoice to Extreme for amount of agreed upon reimbursement

bull Up to 50 of annual salary

bull Reimbursement should not exceed 40 of partners total EDF accrual

bull All funded heads require regional Channel Director approval

bull Program available only to Platinum and Diamond level partners unless otherwise approved in writing by Extreme All partners must meet program requirements set forth in the Funded Head Agreement

bull Pre-Approval to be submitted at beginning of Extreme fiscal quarter and claimed at end of that same fiscal quarter

bull Contract terms are one year with quarterly metrics review and may be terminated with 30 day written notice based on non-performance of objectives

EXTREME NETWORKS CUSTOMER

CASE STUDY

Development of a printed or video case study that details a customerrsquos positive experience with Extreme Networks Must include benefit customer received and customerrsquos endorsement of Extreme Networks

bull Draft copy must be reviewed and approved by Extreme Networks

bull Number of copies to be printed

bull Copy of final version of Case Study

bull Copy of itemized 3rd party invoices

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement contingent on review and final approval of case study by Extreme Networks

bull Development and writing of case studies is offered through Extreme Networks Concierge Service in some regions please contact your Extreme Channel Manager for information

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

BUSINESS CONSULTING

Extreme Networks approved workshops to help Extreme initiatives and strategies to the partner

bull Confirmation to attend webinar workshop

bull Confirmation of attendance

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100 bull All consulting is conducted by an Extreme Networks approved 3rd party vendor

httpwwwextremenetworkscomcontact Phone +1-408-579-2800

WWWEXTREMENETWORKSCOM

copy2017 Extreme Networks Inc All rights reserved Extreme Networks and the Extreme Networks logo are trademarks or registered trademarks of Extreme Networks Inc in the United States andor other countries All other names are the property of their respective owners For additional information on Extreme Networks Trademarks please see httpwwwextremenetworkscomcompanylegaltrademarks Specifications and product availability are subject to change without notice 11547-0217-09

EDF Program Overview 18

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

ASSETS COLLATERAL

Any type of tool that will aid in the understanding and selling of Extreme products to end users This can include brochures product guides white papers and data sheets that are unique and not already available to partners by Extreme Networks

bull Description of how assets will be utilized

bull Draft copy must be reviewed and approved by Extreme Networks

bull Copy of completed sales tool

bull Copy of itemized 3rd party invoicesreceipts or current

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 50 standard reimbursement contingent on review and final approval of asset by Extreme Networks

bull Up to 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks as part of an integrated campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

WEB PAGE CREATION

Creation of web type tool that will aid in the understanding and selling of Extreme Networks products This includes landing pages and micro sites that are specific to Extreme Networks including downloadable assets such as brochures product guides videos and presentations for end users

bull Third party proposal SOW that describes deliverable related to Extreme Networks

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull Screen shot of the live web page(s) including specific URL

bull Email verification from Extreme Networks employee of approved copy

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement if Extreme Networks is the only vendor represented on the web page contingent on review and final approval of content by Extreme Networks

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

NOT ELIGIBLE Company website development (infrastructure)

bull Monthly charges for server usage hardware software required for implementation or online charges

TRAINING

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS PARTNER

CERTIFICATION TRAINING

Training and Certification for partner employees Extreme Networks approved eLearning courses only from Extreme Networks education website where Extreme Networks certification is achieved

bull Number names of individuals to be certified

bull Copy of itemized 3rd party invoices receipts

bull Copy of invoice fromExtreme Netw orks Distribution

bullCredit card transaction receipt

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 standard reimbursement

bull All courses must be Extreme Networks eLEarning course offerings

Page 17: Extreme Development Funds Global Partner MDF …extremenetworks.channel-fusion.com/documents/EDFGuidelines.pdf · Extreme Development Funds Global Partner MDF Program Guide ... EDF

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

FUNDED HEADCOUNT

PROGRAM

To create focus and dedication at the partner level so that both Extreme and the partner are able to drive key strategic initiatives

bull Copy of the counter signed Funded Head agreement between Extreme and partner

Agreement found on PartnerNet please contact your Channel Account Manager for details on this program prior to submitting the pre-approval

bull Copy of employee pay stub from period seeking reimbursement

bull Copy of quarterly reporting along with documentation of achieved metrics

bull Invoice to Extreme for amount of agreed upon reimbursement

bull Copy of employee pay stub from period seeking reimbursement

bull Copy of quarterly reporting along with documentation of achieved metrics

bull Invoice to Extreme for amount of agreed upon reimbursement

bull Up to 50 of annual salary

bull Reimbursement should not exceed 40 of partners total EDF accrual

bull All funded heads require regional Channel Director approval

bull Program available only to Platinum and Diamond level partners unless otherwise approved in writing by Extreme All partners must meet program requirements set forth in the Funded Head Agreement

bull Pre-Approval to be submitted at beginning of Extreme fiscal quarter and claimed at end of that same fiscal quarter

bull Contract terms are one year with quarterly metrics review and may be terminated with 30 day written notice based on non-performance of objectives

EXTREME NETWORKS CUSTOMER

CASE STUDY

Development of a printed or video case study that details a customerrsquos positive experience with Extreme Networks Must include benefit customer received and customerrsquos endorsement of Extreme Networks

bull Draft copy must be reviewed and approved by Extreme Networks

bull Number of copies to be printed

bull Copy of final version of Case Study

bull Copy of itemized 3rd party invoices

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement contingent on review and final approval of case study by Extreme Networks

bull Development and writing of case studies is offered through Extreme Networks Concierge Service in some regions please contact your Extreme Channel Manager for information

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

BUSINESS CONSULTING

Extreme Networks approved workshops to help Extreme initiatives and strategies to the partner

bull Confirmation to attend webinar workshop

bull Confirmation of attendance

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 100 bull All consulting is conducted by an Extreme Networks approved 3rd party vendor

httpwwwextremenetworkscomcontact Phone +1-408-579-2800

WWWEXTREMENETWORKSCOM

copy2017 Extreme Networks Inc All rights reserved Extreme Networks and the Extreme Networks logo are trademarks or registered trademarks of Extreme Networks Inc in the United States andor other countries All other names are the property of their respective owners For additional information on Extreme Networks Trademarks please see httpwwwextremenetworkscomcompanylegaltrademarks Specifications and product availability are subject to change without notice 11547-0217-09

EDF Program Overview 18

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

ASSETS COLLATERAL

Any type of tool that will aid in the understanding and selling of Extreme products to end users This can include brochures product guides white papers and data sheets that are unique and not already available to partners by Extreme Networks

bull Description of how assets will be utilized

bull Draft copy must be reviewed and approved by Extreme Networks

bull Copy of completed sales tool

bull Copy of itemized 3rd party invoicesreceipts or current

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 50 standard reimbursement contingent on review and final approval of asset by Extreme Networks

bull Up to 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks as part of an integrated campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

WEB PAGE CREATION

Creation of web type tool that will aid in the understanding and selling of Extreme Networks products This includes landing pages and micro sites that are specific to Extreme Networks including downloadable assets such as brochures product guides videos and presentations for end users

bull Third party proposal SOW that describes deliverable related to Extreme Networks

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull Screen shot of the live web page(s) including specific URL

bull Email verification from Extreme Networks employee of approved copy

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement if Extreme Networks is the only vendor represented on the web page contingent on review and final approval of content by Extreme Networks

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

NOT ELIGIBLE Company website development (infrastructure)

bull Monthly charges for server usage hardware software required for implementation or online charges

TRAINING

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS PARTNER

CERTIFICATION TRAINING

Training and Certification for partner employees Extreme Networks approved eLearning courses only from Extreme Networks education website where Extreme Networks certification is achieved

bull Number names of individuals to be certified

bull Copy of itemized 3rd party invoices receipts

bull Copy of invoice fromExtreme Netw orks Distribution

bullCredit card transaction receipt

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 standard reimbursement

bull All courses must be Extreme Networks eLEarning course offerings

Page 18: Extreme Development Funds Global Partner MDF …extremenetworks.channel-fusion.com/documents/EDFGuidelines.pdf · Extreme Development Funds Global Partner MDF Program Guide ... EDF

httpwwwextremenetworkscomcontact Phone +1-408-579-2800

WWWEXTREMENETWORKSCOM

copy2017 Extreme Networks Inc All rights reserved Extreme Networks and the Extreme Networks logo are trademarks or registered trademarks of Extreme Networks Inc in the United States andor other countries All other names are the property of their respective owners For additional information on Extreme Networks Trademarks please see httpwwwextremenetworkscomcompanylegaltrademarks Specifications and product availability are subject to change without notice 11547-0217-09

EDF Program Overview 18

BRAND AWARENESS ENABLEMENT

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

ASSETS COLLATERAL

Any type of tool that will aid in the understanding and selling of Extreme products to end users This can include brochures product guides white papers and data sheets that are unique and not already available to partners by Extreme Networks

bull Description of how assets will be utilized

bull Draft copy must be reviewed and approved by Extreme Networks

bull Copy of completed sales tool

bull Copy of itemized 3rd party invoicesreceipts or current

bull Invoice to Extreme Networks for amount to be reimbursed

bull Up to 50 standard reimbursement contingent on review and final approval of asset by Extreme Networks

bull Up to 100 if delivered with Extreme Networks concierge (USCAN only) or regional marketing support from Extreme Networks as part of an integrated campaign

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

bull All documentation must specifically reference Extreme Networks

WEB PAGE CREATION

Creation of web type tool that will aid in the understanding and selling of Extreme Networks products This includes landing pages and micro sites that are specific to Extreme Networks including downloadable assets such as brochures product guides videos and presentations for end users

bull Third party proposal SOW that describes deliverable related to Extreme Networks

bull Copy of itemized 3rd party invoicesreceipts

bull Invoice to Extreme Networks for amount to be reimbursed

bull Screen shot of the live web page(s) including specific URL

bull Email verification from Extreme Networks employee of approved copy

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 reimbursement if Extreme Networks is the only vendor represented on the web page contingent on review and final approval of content by Extreme Networks

bull The appropriate Extreme Networks logo must be used in accordance with guidelines found on PartnerNet and must be prominently displayed and unaltered

NOT ELIGIBLE Company website development (infrastructure)

bull Monthly charges for server usage hardware software required for implementation or online charges

TRAINING

CATEGORY QUALIFICATIONPRE-APPROVAL

ROI REQCLAIM REQUIREMENTS HOW MUCH IS REIMBURSED NOTES

EXTREME NETWORKS PARTNER

CERTIFICATION TRAINING

Training and Certification for partner employees Extreme Networks approved eLearning courses only from Extreme Networks education website where Extreme Networks certification is achieved

bull Number names of individuals to be certified

bull Copy of itemized 3rd party invoices receipts

bull Copy of invoice fromExtreme Netw orks Distribution

bullCredit card transaction receipt

bull Invoice to Extreme Networks for amount to be reimbursed

bull 100 standard reimbursement

bull All courses must be Extreme Networks eLEarning course offerings