Accredited Training Course Affiliates
What is an Affiliate?
An Affiliate is a partner of the provider of an Accredited Training Course (ATC) that will promote, sell, and deliver, or support the delivery of, the ATC on behalf of the ATC Provider. The ATC Provider must have a formal contractual relationship with the partner organization that ensures aspects of the course administration, promotion, and delivery covered by the Affiliate are performed in accordance with the requirements for an Accredited Training Course.
A partner may only perform such actions after the partner is officially affilated with the ATC and listed on the Register of Accredited Courses as an Affilate for the ATC. Affiliates may only use the course materials supplied by the ATC Provider and only use materials for a course with which they are affiliated.
What is required in order for an Affiliate to deliver an Accredited Training Course?
An ATC Provider must:
- Establish or have a contractual business relationship with a company they would like to have deliver, or support the delivery of, an Accredited Training Course.
- If the ATC Provider has licensed the course material from The Open Group, then the ATC Provider must obtain an extension to their Training Course Materials License that gives the ATC Provider permission for the licensed course material to be made available to a named Affilate.
- Enter into a new Accreditation Agreement and Accreditation Trademark License Agreement with The Open Group. The ATC Provider must enter into The Open Group Training Course Accreditation Agreement Version 1.4 (February 2015) or later as rights to utilize an Affilate are only available in the latest Accreditation Agreements. The ATC Provider must enter into The Open Group Certification for People Accreditation Trademark License Agreement Version 1.3 (January 2015) or later.
- Initiate the process with the Certification Authority to register an Affiliate.
- After an Affiliate has been added to the ATC entry in the Accreditation Register, ensure that delivery of the ATC through the Affiliate meets and continues to meet the Accreditation Requirements for so long as the Affiliate remains listed in the register.
An Affiliate must:
- Establish or have a contractual business relationship with a provider of an existing Accredited Training Course.
- Enter into a Commercial License with The Open Group for commercial use of the standard covered by the course.
- Enter into an Affiliate Agreement and an Accreditation Trademark License Agreement with The Open Group.
- If using its own systems for course administration and customer management or its own trainers, rather than those of the ATC Provider, submit its Quality Management System and/or Trainer documentation to the Certification Authority as part of the affiliation process.
- Once added to the entry for an ATC in the Accreditation Register, ensure that Affiliates's delivery of the ATC meets and continues to meet the Accreditation Requirements for so long as the Affiliate remains listed in the register.
- Ensure exam vouchers are purchased for each ATC attendee and provided to such attendee at no additional cost to the attendee.
Affiliates are required to be familiar with the Training Course Accreditation documents as well as the Affiliate specific documents located here.
The ATC Provider must initiate Affiliate registration with the Certification Authority, though the ATC Provider and Affiliate may work on completing the various legal agreements in parallel. The steps for adding an Affiliate who is authorized to deliver, or support the delivery of, an Accredited Training Course are:
ATC Provider contacts the Certification Authority with a request to add an Affiliate. ATC Provider must specify:
- Name of the Affiliate company and the name and email address for the primary point of contact at the Affiliate.
- If the ATC Provider has more than one ATC, then they must also specify with which ATC(s) they wish the company to be affiliated.
- Whether the Affiliate will be using their own Quality Management System for course administration and customer management or the ATC Provider's QMS.
- Whether the Affiliate will be using their own trainers or the ATC Provider's trainers.
- ATC Provider executes new Accreditation Agreement, a Training Course Schedule for each accredited course, and an Affiliate Schedule. The new Accreditation Agreement extends the rights to an organization to use Affiliates to deliver an ATC. If an ATC Provider has more than one Affiliate or wants a company to be affiliated with more than one ATC, the ATC Provider will only need to execute the new Accreditation Agreement once but will need to execute a separate Affiliate Schedule for each Affiliate - ATC combination. ATC Provider also executes the new Accreditation Trademark License Agreement and a Trademark License Schedule. If the ATC Provider has licensed Open Group course material, then the ATC Provider will also execute a side letter to the Training Course Materials License for the Affiliate's use of the course materials.
- Affiliate downloads, prints, signs, and returns the Affiliate Agreement and Accreditation TMLA, including the Affiliation Schedule and Trademark License Schedule. If Affiliate has not already entered into a Commercial License for use of the applicable standard, the Affiliate will need to do so at this time. The applicable Commercial Licenses are available here:
- Pay the affiliate fees. This may be done by the ATC Provider or by the Affiliate.
- Affiliate must complete the Accreditation Checklist, indicating for each item how they will meet the requirements, either directly using things from the ATC Provider or providing their own.
- Affiliate must submit the Accreditation Checklist to the Certification Authority. If the Affiliate is using their own QMS or trainers, then the QMS documentation and/or Trainer Credentials must be submitted as well.
- The Certification Authority will perform an audit of the Accreditation Package and will inform the organization of the result.
- After the Affiliate has been added to the Accreditation Register entry for the ATC, the Affiliate will then be able to promote, sell, and deliver, or support the delivery of, the affiliated Accredited Training Course.
Frequently Asked Questions
Q. What is the difference between an Affiliate and a Broker?
A. An Affiliate is involved in the delivery of, or supports the delivery of, an Accredited Training Course. A Broker only helps to advertise, promote, and/or market an Accredited Training Course but is not involved at all in the delivery of the course. Commercial training organizations should be Affiliates and not Brokers.
Q. Why do Affiliates need a Commercial License?
A. A Commercial License is required for any organization that wishes to use an Open Group standard for commercial purposes. Delivering or supporting the delivery of an Accredited Training Course is considered a commercial exploitation of an Open Group standard.
Q. What are the obligations of an ATC Provider when using an Affilate to deliver an ATC?
The ATC Provider is responsible for ensuring that the ATC delivered thru their Affiliates meets and continues to meet the Accreditation Requirements for so long as the Affiliate remains listed in the Register of Accredited Courses.
In particular, the ATC Provider is responsible for:
- Ensuring the competence of their Affiliates’ trainers (when the Affiliate is using its own trainers)
- Ensuring that the Affiliate delivers the courses correctly
- Ensuring that the Affiliate is using proper procedures for course administration and customer management and that the Affiliate is operating in accordance with the documented quality management system (whether the Affiliate is using its own QMS or that of it's sponsor ATC Provider)
- Ensuring that exam vouchers are ordered as required and provided to all attendees
- Ensuring that any integral exams are proctored only by the sponsor ATC Provider’s proctors who have been registered with the Certification Authority
- Ensuring that The Open Group’s trademarks in general and the Accreditation Logo in particular are used only as permitted within the program
Q. May an organization be affiliated with more than one Accredited Training Course (ATC)? Be affiliated with ATCs in different programs or from different ATC Providers?
A. Yes. An organization that wishes to deliver a partner's ATC must go through the affiliation process for each ATC they wish to deliver. An organization may deliver more than one ATC in a given program (e.g., courses targeted at different levels of certification) and may deliver ATCs for different Open Group Certification for People Programs (currently TOGAF, ArchiMate, and Open FAIR). The organization does not need to partner with the same ATC Provider for each program in which it wishes to deliver training. The only requirement is that the organization be listed in the applicable Accreditation Register, in the entry for each ATC it wishes to be affiliated with, prior to delivering or supporting the delivery of the course.
Q. May an Affiliate use a combination of its own trainers and the ATC Provider's trainers?
A. Yes. When submitting the Trainer Credentials, the Affiliate should indicate that it will be using some of the ATC Provider's trainers as well as its own.
Q. Can an Affiliate provide proctors for IBT based examinations?
A. No. In programs where integral examinations are allowed, if the ATC is delivered by an Affiliate, the proctor must be an employee or contractor of the ATC Provider and not of the Affiliate.
Q. What happens to an Affiliate's status if the Accredited Training Course with which the organization is affiliated loses it's accreditation?
A. All rights the organization had as an Affilate for a course will cease when the course ceases to be accredited. This includes any rights to promote the course as accredited or purchase exam vouchers.