Organization IU Rate Card

The Organization IU Rate Card is the price list your organization will use for Intelligence Unit (IU) activity across Interchange. It applies once at the billing-organization level: buyer activity, Seller Account work, Murph, and other IU-rated capabilities draw from the same plan and wallet.

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The simple model

• Connect at no cost. Connecting an account, discovering it, and mapping it to an advertiser do not consume IUs.
• Pay for IU-rated use. When a capability has a published IU price, its usage draws from your organization’s one IU plan and wallet.
• Commit for a volume discount. A monthly commitment lowers the effective price of the included IUs. Overage uses the metered rate.
• Choose the package that matches the relationship. A Rate Card plan can combine pricing and IUs with contracted product rights, premium support, and proposal defaults while the same wallet continues to price metered usage.

There is no separate buyer, Seller Account, Murph, or BYOBA plan. BYOBA—bringing or building your own buyer agent—is simply one way to use the platform.

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One Effective Rate Card

The Rate Card shown for acceptance is the complete commercial result for your organization. Each plan on an exact published Rate Card revision is a complete commercial package: its pricing and IU allowance, entitlements, support, and proposal defaults travel together. It can incorporate one authorized adjustment source:

• a corporate percentage adjustment;
• a promotion or referral code;
• a negotiated private package, such as 500 IUs for $500; or
• an explicitly customized version of one published plan.

These are not separate terms scattered across the product. A Commercial Offer or code distributes the terms; the resulting Effective Rate Card is what you review, accept, and later see in Plan & Billing. It is versioned and snapshotted with the acceptance record so a later edit cannot rewrite what you accepted. Entitlements are enforced separately from billing, but the access bundle and support included in a plan appear beside its price. A new Offer selects one exact Rate Card revision and plan. It either uses the standard plan terms or records an explicit customization with its reason and exact differences. The Offer snapshots the resolved bundle revision, every canonical feature key it contains, any premium-support package, and the resolved proposal. A later plan or bundle revision cannot change an Offer already issued or a term already accepted. Draft revisions also preserve their commercial lineage. A successor identifies the published revision it carries forward; a deliberate fresh start records why no predecessor terms apply. If an operator abandons an unpublished draft, Scope3 retains its terms, lineage, actor, timestamp, and reason as immutable audit history. An abandoned draft is never published, offered for acceptance, or used to price activity, and it does not alter any revision your organization accepted.

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Rate Card plans

Rate Card revisions can publish plans such as Usage only, Subscription, Sales Agent Builder, Listing, Listing + Distribution, and Merchandising. Usage only and Subscription may be grouped as Core in the interface, but Core is only a presentation grouping. It is not a separate plan, contract object, or source of commercial authority. New Rate Card drafts start with those six editable plan defaults. The Listing and Listing + Distribution templates start private: Listing has no monthly commitment. Saving, enabling, and evaluating AI Business Rules is not an IU-rated activity today; other qualifying activity remains governed by the organization’s accepted IU Rate Card. Listing + Distribution requires pricing and publication approval before it can be offered. The currently published staging standard list remains Pay as you go, 250, and 1,000 until a successor Rate Card is published. Existing accepted plans remain readable and enforceable. The commitment, included quantity, overage rate, product rights, support, and proposal defaults belong to the selected plan. The standard USD commitments, included quantities, overage rates, and break-even points are on one page — How IU billing works — along with a calculator and worked examples. That page is the standard USD list; this page is about the exact revision and plan that govern your organization. Usage only provides no included monthly IU allocation. Once production billing is enabled, commitments will be billed at the start of each monthly period; metered usage and committed-plan overage will be billed after the period. The standard sizes are not yet published in production, so they are not a production offer today — they are available only where an effective Rate Card has been published in your environment and shown to your organization. Your confirmation always shows the exact version, term, list price, and effective price that would apply to you in that environment. The same Rate Card includes the complete activity schedule; several rows remain under calibration and are marked non-billable below. Whatever the standard list says, your Effective Rate Card is the authority. An authorized corporate discount, a promotion or referral code, a negotiated private package, or a customized Offer replaces the standard figures, and Plan & Billing shows the list price and the effective price side by side before you confirm. If your organization has been quoted something else, that quote — once it is an Effective Rate Card you accept — is what governs your charges. Prices are also published per currency rather than converted, so a card in EUR, GBP, or AUD carries its own published numbers.

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Pricing adjustments and private offers

If Scope3 has authorized a corporate discount for your organization, it applies once across the plan—not separately to buyer and Seller Account activity. Before you confirm, Plan & Billing shows the list price, discount, and effective price. Discounts do not stack. A negotiated package is shown as its own private Effective Rate Card, not as a second hidden discount. For example, an Offer for 500 IUs at $500 shows that commitment, included quantity, and overage price directly. It also shows the selected plan’s entitlement bundle, support, and activities that are included rather than IU-rated. The package price is the complete subscription economics; there is no second “platform access” fee. Only one complete Offer is effective for acceptance at a time. A later discount or Rate Card change never rewrites an accepted term. Changes apply through a new offer or successor term that you can review.

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Product access and premium support

When a plan includes product access, the Offer shows an immutable bundle identity and revision plus the exact feature keys included. Scope3 validates those keys against its canonical feature registry before issuing the offer. An unregistered feature, an alias in place of its canonical key, or a feature that is not contract-gated cannot be issued as an authoritative entitlement bundle. A plan can also include premium support. The Offer preserves one of two simple forms: unlimited premium support, or a monthly premium package with included hours. Additional support follows the Enterprise agreement or statement of work; it is not an automatically metered IU activity. Coverage windows, severity targets, onboarding allowances, and escalation policies are not separate commercial fields. Acceptance preserves these exact product and service terms in the acceptance record and creates each contracted product right against that same record atomically. Runtime-gated rights become usable only while the accepted terms and governing contract are in force. The paid right to operate agents for clients is one such runtime right; sales-agent registration access, registration, deterministic certification, and certification evidence are free and cannot be sold in an entitlement bundle. Setup rights remain explicit fulfillment obligations; acceptance does not silently assign a support owner or bypass payment standing for chargeable operations. Each plan also declares the default feature profile that presents those rights as one coherent product experience. The profile is not a second plan or an independent grant of access: Interchange validates that every entitlement the profile requires is included and active. When you accept a plan, its entitlements and default profile are provisioned together; if they are incompatible, neither change is applied. An approved beta or operator-assisted profile transition follows the same rule and cannot add a commercial right that the organization does not already hold. Renewals preserve the accepted profile revision with the successor term rather than silently adopting a later profile definition.

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Rollover

On a committed plan, unused included IUs can carry into the next monthly period up to 50% of that next period’s included quantity:

• the 250 plan can carry at most 125 IUs; and
• the 1,000 plan can carry at most 500 IUs.

Carried IUs expire after that one successor period and cannot accumulate again. Pay as you go provides no monthly allocation to roll over. Setup and promotional credits never roll over.

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Enhanced Reporting

Connecting and mapping an account costs nothing. Enhanced Reporting is 4 IUs per connected account per billing period after its account-level Enhanced Reporting control is enabled and that exact account’s existing reporting subscription completes a successful sync. The control is set for one exact connected account; it does not enable sibling accounts or change ordinary connection and campaign features. An enabled account without a reporting subscription or successful sync draws no IUs. It is a required term on every new Rate Card, so your accepted version prices it and that accepted price is the one that applies to you. Ordinary connection, synchronization, and campaign actions are included. This is an activity price, not a buyer plan. Five eligible accounts draw 20 IUs for the billing period against the organization’s shared plan and wallet.

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Complete activity schedule

Every Rate Card shows the same complete activity list. Each row shows its standard unit and starting price, plus any customer-specific override. An override can set a custom IU price or waive the activity; activities without an override continue to use the standard. The row status is part of the Rate Card. Published means an admitted meter may debit the accepted IU balance. The v4 catalog contains exactly the three published rows below. The accepted Rate Card freezes its catalog version and resolved rows, so later catalog changes do not rewrite the agreement. Existing accepted v0-v3 Rate Cards keep their earlier catalog and terms. Historical agreements that predate the complete schedule retain only the activity charges they explicitly contained. Showing the newer catalog does not add a charge to one of those agreements; an activity absent from that immutable snapshot stays absent until a successor Offer is accepted. Interchange media-buy qualification uses the latest authoritative delivery totals for that buy and billing period. If a correction leaves both impressions and spend at zero before invoicing, the provisional IU is removed. If the correction arrives after invoicing, it is handled through the normal auditable one-IU credit or reversal process against the original period. A later positive correction can reinstate the same unit once, but cannot create an additional unit for that buy and period. Customer approval actions, retries, routing, caching, and internal model calls never create additional charges. Human expert support and Scope3-operated modular-source fulfillment are contracted managed services, not metered IU activities. Custom modular-source composition is included with Premium and Enterprise through the Merchandising profile, not a per-source usage charge or separate entitlement.

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New Seller Account setup credit

When an effective Rate Card makes the offer available, a seller billing organization receives one 100-IU credit on its first IU plan acceptance. You do not need to be a new customer: if your organization has been with us for a while and is accepting an IU plan for the first time, the credit is yours too. The credit is valid for 60 days, and it can be spent on any IU-priced activity — it is not limited to setup work. The 60 days run from your signup commit as a fixed window, not a number of billing periods, so it does not move with your billing cycle. Usage & credits shows the exact expiry date rather than asking you to derive it. Seller Account provisioning may complete asynchronously without moving that window. One credit per billing organization: later Seller Accounts do not create additional credits. It does not roll over, has no cash value, and does not stack. A valid promotion or referral code can attribute the same credit and may carry an authorized pricing or access adjustment, but it cannot add a second credit or change the program’s value or expiration. The preview is recomputed after the code is entered, and the adjusted Effective Rate Card—not the code itself—is the accepted record. The setup-credit offer is available only within the controlled staging pilot; it is not currently available in production and does not create billable usage.

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Acceptance and renewal

When an effective Rate Card is available, Settings → Plan & Billing shows:

• the exact Rate Card version and effective date;
• every eligible plan size;
• your complete Effective Rate Card, including any corporate adjustment, promotion, referral, or explicitly customized package;
• the exact entitlement-bundle revision, included feature keys, and premium-support package when the offer carries them;
• a frozen customer proposal, when assigned, containing the scope, initial term, renewal and notice terms, and the exact monthly and/or term-prepayment choices;
• included IUs, rollover, overage, billing timing, and term; and
• the governing agreement and renewal posture.

The online proposal and its downloadable PDF come from the same immutable Offer snapshot. The PDF is labeled Draft — not yet accepted until the Offer has been accepted. An accepted PDF records the canonical Offer version, acceptance date, and selected payment choice; alternatives remain visible as not selected. If the negotiated terms change, Scope3 revokes or supersedes the Offer and issues a new version; it does not edit the version you were sent. The organization name on the proposal comes from the organization account, not from a separate sales profile. If it is incorrect, Scope3 updates the organization record and issues a new Offer. Billing contacts, payer name, tax information, and billing address likewise remain in the organization’s Billing information. When an Offer contains multiple payment choices, the administrator selects one before accepting. The client submits only that option’s key; Scope3 resolves and stores the complete frozen option as immutable acceptance evidence. A full-term prepayment is one exact price in the Offer currency for the complete service term; it is not a partial-term payment or a rounded number of monthly payments. After acceptance, Set up payment opens the organization’s payment setup. Automated term-prepayment collection is not yet self-service, so Scope3 coordinates its invoice or ACH funding separately and does not run monthly base charges for that schedule. After acceptance, invited staging organizations may also see the exact included allocation, remaining balance, overage rate, rollover policy, observed usage, and projected month-end usage on Usage & credits. These staging figures do not create charges or enforce entitlements. Only a verified organization administrator can accept a plan. An agent, API credential, service account, or impersonated support session cannot make that financial commitment. If the offer changes while you are reviewing it, the confirmation reloads and asks you to review the new version. Signup may present the current Terms of Service and IU Rate Card in one flow, but the acceptances remain distinct: the record preserves the exact agreement, Rate Card version, selected plan, complete adjustments, prices, actor, and time. An existing organization without an accepted plan will receive the same Choose an IU plan action after a Rate Card becomes effective. Interchange never silently accepts a paid plan on its behalf. The plan task also lets an administrator Continue without a paid plan or Decide later. Continuing without a plan dismisses automatic login prompts for only the exact Rate Card revision reviewed; a successor revision may be shown again. Deciding later allows Interchange to show the task on the next login. In either case, Settings → Plan & Billing keeps the manual Choose an IU plan action available while the offer remains current, so you can return without waiting for another prompt. One acceptance applies to the billing organization. If you accepted from a Seller Account task, the buyer view shows the same plan; if you accepted from a buyer task, the Seller Account view does too. Standard plans and private offers marked pin exact renew through immutable monthly terms at the accepted price. An offer marked review required stops before automatic renewal and requires a new explicit commercial decision. A later Rate Card or adjustment never silently reprices the current term. Ending the IU plan at term is an organization-wide decision: it prevents the next shared plan term from starting, rather than ending only one buyer or Seller Account capability. Individual capabilities are enabled or disabled separately.

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Billing cycle and fee invoices

Once charging is enabled for your organization (it is switched on per organization, never silently — accepting a plan does not itself start charging), your IU plan bills on the calendar month:

• Commitment at cycle start. The plan’s monthly commitment is charged at the start of each calendar month, at the price fixed in your accepted terms.
• Overage during the cycle. Usage beyond your included and rolled-over IUs accrues as overage at your plan’s per-IU rate. For organizations paying by card, accrued overage is charged automatically once it crosses a threshold, so month-end never brings one large surprise; any remainder settles when the cycle closes.
• A fee invoice at cycle close. Every charged month produces a numbered fee invoice — plan commitment, overage (IUs × rate), and payments applied — on Settings → Plan & Billing → Payment & invoices. Invoice numbers are sequential with no gaps, and an issued invoice’s charges never change; payments are appended as they settle.

Commitment billing and usage billing are switched on separately. Your organization can have commitment billing on while usage billing is still off; the reverse cannot happen. While usage billing is off, overage still accrues and stays visible on Usage & credits, but it is not charged and no overage line appears on your fee invoice — so a month in which you used more than your included and rolled-over IUs can still invoice as the commitment alone. Overage that a closed month did not bill is not collected later: issued invoices never change. If usage billing is switched on during a period, overage already accrued in that same open period becomes chargeable. Organizations paying by card are charged automatically against the saved card. Invoiced organizations receive the fee invoice only and pay on their existing terms — no card charge is made. If a card charge fails, the standard payment recovery ladder applies: retries on a published schedule, email notices, and a self-serve pay now action on Plan & Billing that clears the failed-payment status once it succeeds. Plan & Billing also reports unresolved dunning-backed holds, while reaching the account’s cap records an internal hold. In the current alpha, neither hold is consulted by a production authorization path, so it does not automatically block new paid platform activity. Viewing, reporting, exporting, and fixing your payment method remain available.

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For agents and API clients

GET /api/v2/billing/iu-rate-card is the canonical organization offer read. GET /api/v2/billing/fee-invoices lists the organization’s fee invoices, and GET /api/v2/billing/fee-invoices/{invoiceNumber} returns one invoice with its line items. Agents should use the typed open_iu_plan_task tool to open the same portable plan-selection task rather than reconstructing it from a generic API call. Its model-visible receipt is deliberately bounded; the authenticated app receives the exact commercial state. get_iu_rate_card_offer remains available only as a compatibility read for deployed clients. Acceptance and renewal changes are direct human commitments. The task invokes app-only operations to append the displayed, declined, deferred, or accepted outcome and to schedule or reinstate renewal. Every response is idempotent and tied to the exact Rate Card revision; an accepted outcome links to the immutable acceptance record. These commit operations are not model-visible. The older storefront-rate-card REST paths and storefront-named tools remain deprecated compatibility aliases; new clients should use the organization IU names.

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Separate from media pricing

IUs price platform activity. Existing media-pricing arrangements cover media spend and their accepted contract fee terms. This Organization IU Rate Card does not replace, amend, or silently remove those terms. Plan & Billing can show both because an organization may owe both platform/IU charges and media charges, but each is a separate commercial stream.

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