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Section 56:Business Customer Options


Part 21:BT Accumulate

DESCRIPTION

BT Accumulate is a pricing package which enables customers to consolidate call and rental spend for selected business services in order to benefit from a line rental discount, dependent upon the Customer's Committed Spend.

DEFINITIONS

?Adjusted Committed Spend? means 90% of the Committed Spend

?Eligible Lines? means the Customer?s Business PSTN, ISDN2 and ISDN30 line(s) included in the Inventory and which are eligible for the BT Accumulate Discount

?Total Contributory Spend? means the total of the Eligible Spend and the Contributory Spend

"Standard Charges" means charges for Business PSTN, Business Value PSTN, BT Business Critical PSTN, ISDN2 or ISDN30 as set out in the BT Price List.

ELIGIBILITY

BT Accumulate is available to all business customers provided that they:

(a) commit to a Committed Spend from the table below; and

(b) have a contract with BT for at least one of the following business services;

Business PSTN line, ISDN2 or ISDN30 line, and

(c) have 11 employees or more

COMMITTED SPEND

The Customer must commit to a Committed Spend from the table below (excluding VAT):



Committed Spend per annum

?15,000.00 to ?49,999.00

?50,000.00 to ?99,999.00

?100,000.00 to ?249,999.00

?250,000.00 to ?999,999.00

?1,000,000.00 to ?2,999,999.00

?3,000,000.00 to ?5,999,999.00

?6,000,000.00 to ?9,999,999.00

?10,000,000.00 plus

ELIGIBLE SPEND*

Spend which contributes towards achievement of the Committed Spend** and which is eligible for the BT Accumulate Discount is:

Line Rental spend on:

Business PSTN (excluding Business Value PSTN and Business Critical PSTN Lines), ISDN2 and ISDN30

NOTES:

* Rental spend under contracts where charges other than Standard Charges apply, is not Eligible Spend.

** The line rental spend which contributes to the Committed Spend is the net line rental spend (once the BT Accumulate discount has been deducted, irrespective of whether the Discount is given as a net rental per line or Single Quarterly Credit per customer).

CONTRIBUTORY SPEND

Spend which contributes towards achievement of the Committed Spend but is not eligible for the BT Accumulate Discount is:

1. Rental Spend (excluding VAT) on:

Business PSTN and ISDN under contracts where charges other than Standard Charges apply.

Business Value PSTN Lines

Business Critical PSTN Lines

Featureline

Featureline Compact

Inbound

2. Call spend (excluding VAT) on:

Telemarketing

3. Rental and Call Spend on the following:

Business Broadband Voice

BT Mobile

BT One Cloud Featurenet

Embark

Featureline Corporate

BT One Voice SIP Trunk UK

BT One Cloud Cisco

BT One Cloud UK

4. Spend on the following packages (excluding VAT) (see notes 1, 2 & 3):

BT Business Plan (including BT Business Plan with Mobile)

BT Customer Commitment (including Special Offers)

BT Premier Value

Notes:

1.The Total Contributory Spend for these packages will contribute to the Committed Spend on BT Accumulate.

2. Where the Customer's mobile calls and / or rental spend is included in another calls and / or line package, that Mobile call and rental spend will not contribute to the Customer's Total Contributory Spend.

3. Includes spend on BT Business Plan, BT Customer Commitment and BT Premier Value to which non standard prices apply.

4. The Single Quarterly Credit does not contribute to the Committed Spend.

NON-CONTRIBUTORY SPEND

International Direct Connect (IDC) spend is non-contributory.

BT Accumulate Discount

The BT Accumulate discount will be applied to the standard charges for the line rental for the Customer's Eligible Lines as one of the following options; Net Rental per Line or Single Quarterly Credit per Customer.

(a) Net Rental per Line

The Net Rental per line applied depends upon the Committed Spend selected by the Customer. Tables A1, A2 and A3 below set out the Net Rental charges per Eligible Line.

TABLE A1:PSTN NET RENTAL



Committed Spend

per annum

PSTN 12 months

Minimum Period

PSTN 24 months

Minimum Period

Option 1

?15,000

43.08

40.56

Option 2

?50,000

42.03

39.60

Option 3

?100,000

41.01

38.61

Option 4

?250,000

39.99

37.65

Option 5

?1,000,000

39.45

37.17

Option 6

?3,000,000

38.94

36.66

Option 7

?6,000,000

38.43

36.21

Option 8

?10,000,000

37.89

35.70

TABLE A2: ISDN2e NET RENTAL



Committed Spend

per annum

ISDN2e

Low Start

12 months

Minimum

Period

ISDN2e

Low Start

3 Year

Minimum

Period

ISDN2e

Low Start

5 Year

Minimum

Period

ISDN2e

Start Up

12 months

Minimum

Period

ISDN2e

Start Up

3 Year

Minimum

Period

ISDN2e

Start Up

5 Year

Minimum

Period

ISDN2e

Call Plan

12 months

Minimum

Period

ISDN2e

Call Plan

3 Year

Minimum

Period

ISDN2e

Call Plan

5 Year

Minimum

Period

Option 1

?15,000

48.75

46.29

43.86

74.43

70.71

66.96

102.24

97.14

92.04

Option 2

?50,000

47.58

45.18

42.81

72.66

69.03

65.37

99.78

94.80

89.82

Option 3

?100,000

46.41

44.07

41.76

70.86

67.32

63.75

97.35

92.49

87.63

Option 4

?250,000

45.24

42.96

40.71

69.09

65.64

62.16

94.92

90.18

85.44

Option 5

?1,000,000

44.67

42.42

40.17

68.19

64.80

61.35

93.69

89.01

84.33

Option 6

?3,000,000

44.07

41.85

39.66

67.29

63.93

60.54

92.43

87.81

83.22

Option 7

?6,000,000

43.50

41.31

39.12

66.42

63.09

59.76

91.23

86.67

82.11

Option 8

?10,000,000

42.90

40.74

38.58

65.49

62.22

58.92

89.97

85.47

80.97

TABLE A3: ISDN30 NET RENTAL



Committed Spend

per annum

ISDN30

With Quota

12 months

Minimum

Period

ISDN30

With Quota

3 Year

Minimum

Period

ISDN30

With Quota

5 Year

Minimum

Period

ISDN30

Without Quota

12 months

Miniumum

Period

ISDN30

Without Quota

3 Year

Minimum

Period

ISDN 30

Without Quota

5 Year

Minimum

Period

Option 1

?15,000

54.57

51.87

49.14

47.82

45.45

43.05

Option 2

?50,000

53.28

50.64

47.97

46.68

44.34

42.00

Option 3

?100,000

51.96

49.41

46.77

45.54

43.26

40.98

Option 4

?250,000

50.67

48.15

45.60

44.40

42.18

39.96

Option 5

?1,000,000

50.01

47.52

45.03

43.80

41.64

39.45

Option 6

?3,000,000

49.35

46.89

44.43

43.23

41.07

38.91

Option 7

?6,000,000

48.69

46.29

43.83

42.66

40.53

38.40

Option 8

?10,000,000

48.03

45.66

43.23

42.09

39.96

37.86

Notes -

All charges are per quarter and exclusive of VAT.

(b) BT Accumulate ? Single Quarterly Credit per Customer

For new customers only - BT will, if the Customer requests at the time of ordering BT Accumulate, provide the discount as a Single Quarterly Credit per Customer, as below.

The BT Accumulate discount will be:

(a) dependent upon the Committed Spend selected by the Customer as in Table B below and

(b) applied to the standard charges for the line rental for the Customer?s Eligible Lines and

(c) provided as an aggregated credit in arrears on a quarterly basis to the bill account nominated by the Customer.

Table B



Committed Spend per annum

BT Accumulate Discount*

?15,000.00 to ?49,999.00

24.55%

?50,000.00 to ?99,999.00

26.37%

?100,000.00 to ?249,999.00

28.17%

?250,000.00 to ?999,999.00

29.98%

?1,000,000.00 to ?2,999,999.00

30.88%

?3,000,000.00 to ?5,999,999.00

31.80%

?6,000,000.00 to ?9,999,999.00

32.70%

?10,000,000.00 plus

33.64%

*The % discount will be applied to the standard charges for line rental as set out in the BT Price list and then the discounted line rental charge will be rounded down to the next whole penny.

The first quarterly bill raised after expiry of the first 3 months of the Minimum Period will include the Single Quarterly Credit for the first 3 month period of the Minimum Period. Thereafter the credit will be applied to subsequent quarterly bills.

For customers receiving monthly bills, the Single Quarterly Credit will be applied on a quarterly basis only.

If the nominated billing account is ceased then BT will apply the Credit to another billing account associated with the Customer. If the Customer has no other accounts with BT, the Customer will not be entitled to any outstanding Credit.

Customers may not change from one BT Accumulate discount option to another during the Minimum Period or any Subsequent Minimum Period.

RECONCILIATION CHARGES AND RULES

A reconciliation charge as detailed below will apply in the following circumstances:

1. Customer Does Not Achieve the Adjusted Committed Spend

On the Spend Measurement Date, BT will measure the Customer's Total Contributory Spend against the Adjusted Committed Spend. If the Total Contributory Spend is less than the Adjusted Committed Spend, the Customer will pay a reconciliation charge.

The reconciliation charge will be invoiced after the spend measurement date of the Contract against the Customer's nominated account.

2. Termination before the End of the Minimum Period

Where the Customer terminates the Contract before the end of the Minimum Period and before reaching the Adjusted Committed Spend due over the Minimum Period, the Customer will pay a reconciliation charge.

This payment will be invoiced after cessation of the Contract against the Customer's nominated account.

Reconciliation Rules

The reconciliation charge will be 20% of the difference between the Adjusted Committed Spend due over the Minimum Period and the Total Contributory Spend.

MIGRATION RULES

Customers may, during a Minimum Period, apply for a move to:

(a) an equal or higher Committed Spend and provided that the Customer has achieved the pro-rata Adjusted Committed Spend, no reconciliation charge will apply; or

(b) a lower Committed Spend, however the reconciliation rules above will apply and a reconciliation charge may be payable.

In both (a) and (b) above the Minimum Period will be superseded by a new Minimum Period as follows:



*Minimum Period

New Minimum Period

24 month

Where a Customer migrates within:

(a) First 12 months

(a) 24 month

(b) Second 12 months

(b) 12 month

12 month

12 month

Spend under the superseded Minimum Period will not count towards the Committed Spend for the new Minimum Period.

(c) another BT package without incurring reconciliation charges provided that the Customer has achieved the pro-rata Adjusted Committed Spend under the BT Accumulate Contract and the contract for the new package has:

(i) an equivalent or greater initial Minimum Period (24 months); and

(ii) the same or greater Committed Spend; and

(iii) all of the Lines in the BT Accumulate Inventory are transferred to the new Contract.

CONDITIONS

1. BT Accumulate is provided under BT's Conditions for BT Accumulate. See http://www2.bt.com/static/i/btretail/panretail/terms/bt1117.htm

2. The services/lines included within the Inventory are provided on the applicable standard terms and conditions for those services/lines ("Standard Contracts") as amended by the BT Accumulate terms and conditions.

3. When signing the application form for BT Accumulate, customers must confirm:

(a) the Inventory to BT. The Inventory will contain details of the services/lines to be included in the package, including the eligible lines, calls and pricing packages of any Subsidiary; and

(b) the nominated account to which any Single Quarterly Credit per Customer and/or reconciliation charge will be applied.

4. The services/lines do not have to remain within the Inventory for the Minimum Period however where they are withdrawn from the Inventory this may impact upon the Customer's ability to meet the Committed Spend and reconciliation charges may therefore become payable. If the Customer wishes to terminate the services/lines that are included within the Inventory, they must withdraw them from the Inventory and terminate in accordance with the provisions of the Standard Contract. Early termination charges may be payable.

EXCLUSIONS

The following lines and services are excluded from BT Accumulate and spend on these services is not Eligible Spend or Contributory Spend.

Residential Lines and calls (including residential Broadband lines and calls) Service Provider Calls and Access lines; Payphone lines rented at the standard payphone line rate; Temporary Lines/Temporary Service Lines; Rented Card Phone Line; Lines not provided by BT; Payphone Lines rented at concessionary rates; BT Service Lines, Telepoint; Private Circuits, and Business Start up Lines.

BT Accumulate cannot be taken in conjunction with:

BT Exchange Line Credit Scheme

BT Access Credit Scheme

BT Business One Plan

BT Business Reward

BT Business Flex

BT Business Complete

Additional Information

Direct Debit is the preferred payment method.