Transferring a WMP to Another Account

Here is the process for changing a purchaser account for a Plan, Benchmark, or Complete site:

Scenario A: Your organization purchased a WMP and would like to change the Purchaser username (email address) on the account. 

Please contact LAMPS Support via email (support@hcinfo.com) or the Help link and provide the following information: 

• Exact site name
• Email address of the existing Purchaser
• New email address you would like on the account

In most cases, if the existing username (email address) has no e-learning courses, the existing and new usernames have no other LAMPS accounts or permissions, and if the username change is not as a result of an organization change (e.g., merger or acquisition), HC Info can make the change.

Scenario B: You would like to "transfer" a WMP from one organization to another. 

As an example, your facility may have purchased a WMP from a LAMPS WMP Partner and would like the WMP transferred to your own organization or to another Partner. 

In this scenario:

• Both parties--the current and proposed new account holders--must agree to the transfer. Contact the current WMP account holder to request the transfer of the WMP (see the sample email below). 
• In some cases, the current account holder will request compensation for its setup of the WMP and/or for the remaining subscription period. The LAMPS Support team will be happy to answer questions but will not become involved in negotiations between the parties or in any other way act as an intermediary between the transferor and transferee.
• HC Info must approve the transfer. If the Receiver is the facility for which the WMP was established, or is another HC Info authorized WMP partner, then it is very likely that the transfer will be approved. If the requested Receiver is a company that is not an HC Info authorized WMP partner, then HC Info will not do the transfer. In this situation, we recommend that the WMP be transferred to the facility--the facility can then hire whom it wishes to help with its WMP.
• Prior to the transfer, the current account holder may want to remove certain documents (e.g., ones it considers private or proprietary) from the WMP, and remove its employees from the team members list. However, in the spirit of cooperation, the current account holder should not remove water system data or Legionella, disinfectant, or temperature test results. 
• To request a Scenario B transfer:

1. The current account holder (Transferror) must send an email from the account holder address to support@hcinfo.com, with the following text: 

"Please transfer the following WMP from ______________________ [current account holder email address]) to ______________________ [new account holder email address]:

• Site name: ______________________
• Site address: _________________________________
• Exp date: _________________

2. The proposed new account holder (Receiver) must also send an email to support@hcinfo.com, agreeing to have the WMP transferred to its username (email address). If the Receiver is unwilling to accept the WMP without first reviewing it (e.g., over concern that the WMP was not set up or updated properly), then the Receiver could ask the Transferror to add a Reviewer as an audit/read-only user to the WMP so the WMP can be viewed but not changed. In this case, the Reviewer username should NOT be the same Receiver username (new account holder) because that could block the transfer mechanism.