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Qualifier

Qualifier Requirements

Ongoing Expertise Qualifiers

Applicable Track(s): Build, Service, License & Hardware - Build & Service
Within one year of publishing an Oracle PartnerNetwork (OPN) Expertise, partners are required to maintain both Initial and Ongoing Expertise Qualifiers in order to continue accessing the Benefits associated with the Expertise.

Partners that do not maintain their Initial and/or Ongoing Expertise Qualifiers will be considered out of compliance. If a partner remains out of compliance after 90 days:

 

  • The partner's Expertise status will revert to "in-progress"
  • All Benefits of the OPN Expertise, including any associated Resell Rights and the ability to transact, will not be available until such time as the Expertise is re-attained and re-published
  • The partner will be required to remove any Website listings of the OPN Expertise badge
For details on the Initial and Ongoing Qualifiers for a specific Expertise, please view that Expertise in the Expertise Catalog on the OPN portal.
Advanced Expertise Qualifiers

Applicable Track(s): Build & Service
Partners that achieve "Advanced Expertise" are required to maintain the Initial, Ongoing, and Advanced Expertise Qualifiers to ensure that access to the Benefits available with that Advanced Expertise is not interrupted.

Partners that do not maintain their Initial and/or Ongoing Expertise Qualifiers will be considered out of compliance. If a partner remains out of compliance after 90 days:

 

  • The Principal partner entity's "Advanced" status for the Expertise will be removed. Any Advanced Expertise status cascaded to that entity’s Associates will also be discontinued
  • All Benefits of the OPN Advanced Expertise, including eligibility for any incentives or rebates, will not be available until such time as the Advanced Expertise is re-attained
  • The partner will be required to remove any Website listings of the OPN Advanced Expertise badge
For details on the Initial, Ongoing, and Advanced Qualifiers for a specific Expertise, please view that Expertise in the Expertise Catalog on the OPN portal.
Annual Recurring Revenue (ARR)

Applicable Track(s): Build
The total booked revenue of Universal Credit Model subscriptions generated as a result of partner applications or solutions associated with the Expertise. Revenue is normalized over the course of Oracle’s fiscal year period, for those months in which the Expertise was attained.
Approved Listing in Oracle Cloud Marketplace

Applicable Track(s): Build

For Build partners, public support for Oracle Cloud Expertise can be validated through an approved published listing of the commercially available application, in the Oracle Cloud Marketplace.
Approved Press Release

Applicable Track(s): Build

For Build partners pursuing a “Powered By” or “Integrated With” Oracle Cloud Expertise, the initial or ongoing Qualifiers for public support can be validated through a press release that has been reviewed and approved by a regional partner manager or product manager. A press release template to promote an application that has been published on the Oracle Cloud Marketplace is available as a go-to-market resource from the Partner Portal.
Commercially Available Application

Applicable Track(s): Build
An application or solution that is generally available to commercial customers, published with a commercial price on a standard price list or price schedule, and supported by a professional technical support service organization.
Commercially Available Connectivity Service

Applicable Track(s): Build
A layer-2 or layer-3 data communications interconnection service that is generally available to commercial customers, published with a commercial price on a standard price list or price schedule, and supported by a professional technical support service organization.
Customer Satisfaction Surveys

For Initial and Ongoing Service Expertise:
  • Go-Live (License & Hardware and Cloud)
  • Health Check (Cloud)
  • Successfully Managed (Cloud)
For Ongoing Qualifier for Sell Expertise:
  • Purchase Survey (Cloud)

The following conditions must be met in order to accept a Customer Satisfaction Survey* as a valid Qualifier for all Initial and Ongoing Service Expertise in the Cloud Service and/or License & Hardware Track:

 

Successful Customer Go-Live with CLI Rating (Go-Live Survey):
  • Go-Live Surveys should be requested based on requirements for Expertise Qualifiers and Incentive Offering Qualifiers accordingly
  • The Survey will cover your Go-Live project that has been implemented or deployed:
    • Within the last 18 months for Service Expertise in License & Hardware Track
    • Within the last 12 months for Service Expertise in Cloud Service Track
  • A successful implementation Go-Live is determined by the customer and recorded via the Customer Satisfaction Survey, where a rating is calculated. Ratings reflect the customers' direct feedback of their overall implementation experience with the Partner
  • A Customer Go-Live Survey rating of 8 or higher on the Customer loyalty Index (CLI) qualifies as a valid score
  • For Service Expertise in the License & Hardware Track, the project must include products in the current version, or the version just previous to the current version of the products covered in the Expertise. Review the Product Mapping to Expertise (XLS) list and filter on this Expertise to view the eligible products
  • The same customer may be used for several surveys if each survey refers to an independent project
  • A survey may include multiple Expertise if the products implemented align to the Expertise and project implementation
  • Surveys must be sent directly from Oracle to the customer. Oracle will not accept surveys that partners send to customers themselves, or that partners complete on a customer’s behalf. Internal implementations may not be used to satisfy Qualifiers
  • Proof of Concept does not qualify as a Go-Live. Proof of Concept is a realization of a certain method or idea in order to demonstrate its feasibility, or a demonstration in principle with the aim of verifying that some concept or theory has practical potential
  • Internal implementations may not be used to satisfy Qualifiers
  • The customer must be based within the same regional market for which Expertise is attained
  • Full information about the implementation details must be provided to Oracle in order for the Customer Satisfaction Survey to be confirmed with the customer
  • In order to initiate a survey, you’ll need to acknowledge that you have obtained permission from the customer before Oracle may contact them
  • Go-Live Surveys (required for all Initial and Ongoing Service Expertise and applicable Incentive Offerings) measure customer satisfaction with the planning and implementation and partner experience and are valid for a period of 12 months from the Go-Live date
Successful Customer Health Check with CLI Rating (Health Check Survey):
  • Health Check Surveys should be requested based on requirements for Managed Service Expertise and applicable Incentive Offerings
  • Health Check Surveys (Required for Ongoing Managed Service Expertise and applicable Incentive Offerings) - Measure Customer Satisfaction (Post Go-Live) with ongoing Cloud Solution Adoption and Partner Experience are valid for a period of 12 months from the Customer response date
  • A successful Health Check is determined by the customer and recorded via the Health Check Survey, where a rating is calculated. Ratings reflect the customers' direct feedback on their Oracle solution adoption experience with the Partner
  • A Health Check Survey rating of 8 or higher on the Customer loyalty Index (CLI) qualifies as a valid score for Health Check regardless of the Go-Live Survey CLI score
  • The same customer may be used for several surveys if each survey refers to an independent project
  • A survey may include multiple Expertise if the products implemented align to the Expertise and project implementation
  • Surveys must be sent directly from Oracle to the customer. Oracle will not accept surveys that partners send to customers themselves, or that partners complete on a customer’s behalf. Internal solutions adopted may not be used to satisfy Qualifiers
  • Proof of Concept does not qualify for any Customer Satisfaction Survey. Proof of Concept is a realization of a certain method or idea in order to demonstrate its feasibility, or a demonstration in principle with the aim of verifying that some concept or theory has practical potential
  • The customer must be based within the same regional market for which Expertise is attained
  • Detailed information about the solutions adopted need to be provided to Oracle in order for the Health Check Survey to be confirmed with the customer
  • In order to initiate a Survey, you’ll need to acknowledge that you have obtained permission from the customer before Oracle may contact them
* Review a sample Go-Live Survey for the License & Hardware Track and a sample Go-Live Survey for the Cloud Service Track
   Review a sample Health Check Survey for the Cloud Service Track
Successful Managed Customers under Contract with Customer Loyalty Index (CLI) Rating (Go-Live or Health Check Survey)

This Qualifier requires either a successful Go-Live or successful Customer Health Check Survey. Conditions for this Qualifier follow the same guidelines as those referenced for the Successful Customer Go-Live and Successful Customer Health Check Surveys for Service Expertise plus the following:

 

  • Initial Qualifier: Customer does not have to be under the Cloud Solution Provider (CSP) Amendment terms
  • Ongoing Qualifier: Customer must purchase and be managed under the partner’s Cloud Solution Provider (CSP) Amendment terms*
* The same customer may be used to qualify each year provided they maintain a Customer Satisfaction Survey rating equal to 8 or above

Review sample survey for Go-Live for Cloud Service Track
Review sample survey for Health Check for Cloud Service Track
Successful Customer Purchase with CLI Rating (Purchase Survey)

When a purchase is made through an Oracle partner, a Purchase Survey should be requested by the partner to be sent to the customer. Purchase Surveys should be requested based on requirements for Expertise Qualifiers and Incentive Offering Qualifiers accordingly.

 

  • Purchase Surveys (required for all Ongoing Cloud Sell Expertise) measure Customer Satisfaction on their buying experience with the partner and are valid for 12 months from the purchase date
  • Only cloud purchases booked within the last 12 months qualify for the Cloud Sell Expertise
  • A successful purchase is determined by the customer and recorded via the Purchase Survey, where a rating is calculated. Ratings reflect a customer’s direct feedback on their overall buying experience with the partner
  • A Purchase Survey rating of 8 or higher on the Customer loyalty Index (CLI) qualifies as a valid score
  • For Sell Expertise, the purchase can only include products in the current or prior version of the products covered in the Expertise
  • The same customer may be used for several Surveys if each Survey refers to an independent purchase
  • A Survey may include multiple Expertise if the products purchased align to the Expertise
  • Internal purchases may not be used to satisfy Qualifiers
  • The customer needs to be based within the same regional market for which Expertise is attained
  • Detailed information about the purchase needs to be provided to Oracle in order for the Purchase Survey to be confirmed with the customer
  • In order to initiate a Survey, you’ll need to acknowledge that you have obtained permission from the customer before Oracle may contact them
* Review sample Purchase Survey for the Cloud Sell Track
Oracle Validated Integration Expertise Qualifier Details

Applicable Track(s): Build
A complete description of Oracle Validated Integration Expertise Qualifiers can be found on the OVI Qualifier Requirements page.
Partner-Published Customer Success Story

Applicable Track(s): Sell, Service
In order to maintain Cloud Sell or Cloud Service Expertise, OPN members are required to submit 1 (one) partner-published customer success story to meet the ongoing public support Qualifier requirement. The customer success story format must meet the following conditions:

 

  • Acceptable formats: written, video, or website testimonials
  • The story must include the customer's company name and the business problem that was solved
  • The story must include products covered in the Expertise. Detailed lists of products available for each Expertise are noted in the Expertise Catalog
  • The customer referenced in the story must be located in the regional market where the Expertise was achieved
  • The story must have been published in the last 12 months
Success Story Guidelines

  • Only customer success stories where the partner resold the solution qualify for credit toward Sell Expertise
  • Only customer success stories where the partner implemented the solution qualify for credit toward Service Expertise
  • The same story can be used for different Expertise if the products listed match each Expertise products
Partner-Published Public Press Release

Applicable Track(s): Build
Public Support for Oracle Cloud Expertise can be validated through submission of a partner-published public press release referencing the Oracle Cloud Expertise and the commercially available application(s) with which the Expertise is associated.
Pre-Requisite Expertise

Applicable Track(s): License & Hardware
If pre-requisite Expertise are listed as Expertise Qualifiers, the pre-requisite Expertise must be attained before the partner can attain the Expertise they are seeking.
Published Oracle Exadata Cloud Solution Profile in the OPN Partner Finder

Applicable Track(s): Build

A partner-published Solution Profile in the OPN Partner Finder with the following statement: “[Insert Partner Application Name] version [Insert Version/Release Number] has been self-validated with Oracle Database [Insert Database Version] on Oracle Exadata Cloud [Insert “Service” or “at Customer”].”
Qualified Oracle Cloud Infrastructure (OCI) FastConnect Opportunities

Applicable Track(s): Build
An OCI FastConnect opportunity is considered qualified when the identified sales prospect or end-user of the OCI FastConnect service has a high probability (> 20%) of becoming a customer. Such an opportunity should have some verified business enablement, or a pain point that the connectivity service using OCI FastConnect can solve, as well as an expressed interest in the service offering.
Resell Transactions

Applicable Track(s): Sell
Partners are required have a minimum number of transactions on an ongoing basis to maintain their Cloud Sell Expertise.

 

  • Only transactions where the partner resold the solution will qualify towards Sell Expertise
  • Transactions are measured by Oracle Cloud services sales booked in Oracle Order Management
  • The transaction must have been completed in the last 12 months
  • The transaction must include products covered in the respective Sell Expertise (review detailed lists of products available for resell under each Sell Expertise Qualifier page)
  • The same transaction can be used for different Sell Expertise if the products listed match the Sell Expertise products
  • The transaction must occur in the same regional market where Sell Expertise is achieved
  • Internal transactions may not be used to meet criteria
Resource Pooling: Counting Collective Resources of Principal and Associates

Applicable Track(s): Sell, Service, License & Hardware

License & Hardware Track - Service Expertise

  • Principal OPN members with multiple Associates in the same regional market may pool their resources across a regional market to meet the required Qualifiers for a Service Expertise
License & Hardware Track - Sell Expertise

  • Principal OPN members with multiple Associates in the same regional market may pool their resources across a regional market to meet the required Qualifiers for a Sell Expertise, as well as the associated Resell Rights
Cloud Sell Expertise

  • Principal OPN members with multiple Associates in the same regional market may pool their resources across a regional market to meet the required Qualifiers for a Sell Expertise, as well as the associated Resell Rights
Cloud Service Expertise

  • Principal OPN members with multiple Associates in the same regional market may pool their resources across a regional market to meet the required Qualifiers for a Service Expertise
Running on Oracle Exadata Cloud Service or Oracle Exadata Cloud at Customer

Applicable Track(s): Build
The following partner products are NOT eligible for Powered by Oracle Exadata Cloud Expertise:

 

  • Third-party Hardware
  • Device Drivers
  • Mobile Devices
  • Operating System (OS) Certification
  • Third party Cluster File System (CFS)
  • Non-native File Systems
  • Migration Tools
  • Application Development Tools
  • Storage Management products
  • Vendor Clusterware
  • Virtualization Technology
  • Interconnect Protocol
  • Web Browser
  • Backup Agents
  • Virus Security Software
  • Backup Software
  • System Management
  • Database Management
  • Network Management
  • Software Management
  • Products altering Exadata software components
Specialist Requirements Certification/Accreditation Requirements

Applicable Track(s): Sell, Service, License & Hardware
In order for a Specialist to meet Expertise Qualifier requirements, the individual must have passed the applicable Specialist certification or accreditation exam. The list of accepted Specialist certifications and accreditations are noted for each Expertise in the Expertise Catalog.
Successful 3rd Party Audit

Applicable Track(s): Service

In order to attain (and retain) a Managed Service Expertise, partners must conduct an annual third-party audit. The purpose of the audit is to validate the capability to deliver managed services (Day 2) for Oracle Cloud Products. Each audit will review the company’s history and success of delivering managed services including customer success cases, company staffing, and operational processes supporting managed services.
Website Listing of Expertise Logo (Badge)

Applicable Track(s): Build, Sell, Service
Public Support for Oracle Cloud Expertise can be demonstrated with a listing of the partner’s Cloud Expertise logo (badge) on the partner’s website.
Year-over-Year (YoY) Growth

Applicable Track(s): Build
Year-over-year growth percentage is a statistical calculation that compares the most recently completed period of Annual Recurring Revenue (ARR) to the same period in the previous year, as a percentage change.