Topic Name: Software Licensing
Representative: Carol Gretz & Kelli Jackson
Steering Committee Member: Carol Gretz & Kelli Jackson
Date: 06/30/19
Section 1: Top Takeaways
- Licensing Documentation:
- Master License Agreement (MLA)
- General License Terms (License Grant, Limited Warranties, Indemnification)
- Does Not Grant an Actual Software License
- Can Be Used with Software and Services Supplements
- Software Supplements
- Must Be Used with a MLA
- Grants the Actual Software License to the Customer
- Specific Legal and Business License Terms (Autorized Use, Fees, Pricing Metrics, License Begin Dates)
- License Types:
- Standard License - "The Rules of One"
- One Year
- One Installation
- One Country
- One Cusotmer
- Non-Standard Licenses
- Must Contact Carol Gretz or Kelli Jackson for Non-Standard Licenses
- Examples of Non-Standard Deals
- One Year Exceptions = Multi-Year Committed Deals, Rate Locks, Rate Caps
- One Installation Exceptions = Test Boxes, Development Boxes
- One Country Exceptions = Remote Access by Users in One or More Countries, Installation in More Than One Country
- One Cusotmer Exceptions = Affiliate Access, Service Provider Arrangements, Outsourcing Agreements
Section 2: Important Topic Links/Learning Resources
- Legal web page
- General Info
- JMP Global Software Approvals Matrix
- NDA Checklist
Section 3: High-Level Process Steps
- Legal High-Level Process Steps
- See Attachment: JMP Academy Winter 2019 Pre-Work.pptx
- See Attachment: Total User Metric.pptx
- Operations High-Level Process Steps
- The following four presentations are tools available to JMP Sales Employees to help them with fee calculations, as well, as researching the Global installation Database for the who, what, why, where, and how of a contract.
- The GIDB, Software Fee Calculator, and C-Calc all contain exercises along with the solutions.
- See Attachment: C-Calc Change Calculator.pptx
- See Attachment: COMSTAT.pptx
- See Attachment: GIBD Global Installation Data Base.pptx
- See Attachment: Software Fee Calculator.pptx
Section 4: The Team
- Carol Gretz - Director, JMP Business Operations (Carol.Gretz@jmp.com)
- Kelli Jackson - Sr. Principal Legal Counsel (Kelli.Jackson@sas.com)
