Contractor Licensing Policy

Forrester licenses — and the benefits they provide — are intended for employees of Forrester’s client organizations. However, Forrester recognizes that there are situations in which clients would like a third-party consultant or independent contractor (collectively, “Contractors”) to engage with Forrester on their behalf. This Contractor Licensing Policy helps clients understand how they can assign licenses to Contractors while remaining compliant with the terms and conditions of their contract.

This policy is intended to clarify the conditions of most clients’ contracts. Please review your own contract for any details that are specific to your contract.

• Forrester clients must ensure that all Contractors or other individuals acting on their behalf have been assigned an appropriate license, purchased by the client for that Contractor.
• A client must have at least one Forrester Leader or Member license assigned to a client employee in order to assign a Forrester license to a Contractor.
• Clients should ensure all Contractors have a unique email address, assigned by the client organization, which enables them to engage with Forrester as a licensed user on behalf of the client.

• The client-designated license assigned to a Contractor is exclusively for Contractor’s support services to such client. Contractors may not use the license to serve any other Forrester client or any other parties.
• Clients and Contractors may not share a license nor transfer a license from one license holder to another without approval from Forrester.
• Forrester’s Intellectual Property is not to be shared with any non-licensed individuals, except for limited excerpts, as detailed in your contract. Please see your contract for full details regarding the specifics of sharing Forrester IP.
• Additional Information about sharing research, inquiry/guidance session usage and relevant restrictions (such as citations and password sharing) is also available on Forrester’s Client Resources and FAQs page, available to clients.
• Forrester clients are responsible for the proper use of, and liable for the misuse of, the licenses they assign to Contractors.

• Forrester clients intending to work with Contractors should discuss their intentions with their Forrester account manager and share this policy with the Contractor.
• Forrester’s primary point of contact will be a Client Leader/Member seat holder. We do not engage with Contractors in discussions about Forrester contracts and renewals.
• Forrester reserves the right to deny assignment of a license to a third party if such assignment is contrary to Forrester’s business model or presents any other issues or concerns.
• Clients working with third parties for limited transactional purposes, who do not want to assign a license but need to share a limited amount of Forrester research as part of these engagements (for example, a Forrester client preparing a press release with a PR agency) should speak to their Forrester account manager for guidance.
• Participation in Forrester research activities does not require a license. This includes conducting briefings or participating in evaluative research (e.g., Waves and Tech landscapes.)
• All contractors and other third parties that attend guidance, inquiry, advisory, and consulting sessions on behalf of a Forrester client may not share any Forrester-provided materials outside of the client’s organization.  Clients are responsible for ensuring any persons who attend these sessions are in compliance with this requirement.
• Contractors may be asked to refrain from attending certain sessions at Forrester events if Forrester believes attendance at such sessions presents competition or other concerns.
• Forrester’s Analyst Relations Council, and the associated benefits, are only for Forrester clients and are not available to any Contractors.