Dealer - Shearer Supply

ComfortPlus Spring Promotion 2014 - Dealer
Program Goal
The program goal is to improve high-end product system sales by the dealer having an opportunity to
customize their offer to best suit the customer’s needs with one of the following:
-Offering an instant cash rebate to the consumer at the time of sale; or
-Providing a strong financing option with a low monthly payment
The process is also designed to:
• Provide a powerful closing tool
• Make the transaction as paperless as possible!
• Drive high mix
• Promote American Standard’s Industry-leading Nexia technology
1. PARTICIPATION IN THE COMFORTPLUS CONSUMER PROGRAM
To be eligible for the ComfortPlus program, the American Standard Heating & Air Conditioning participating
dealer must accept the terms and conditions for the program for 2014. This is done electronically
through the PCC when submitting their first claim under this promotion.
Dealer contribution shall be 50% of the Homeowner Credit (for either the rebate or financing offer).
2. GENERAL PROGRAM GUIDELINES
Features of the Program
The ComfortPlus program provides the dealer salesperson with two strong options that will close sales at
the kitchen table. The dealer will receive a set dollar amount based on the system that is sold. These funds
can be used to subsidize the dealer’s offer of an instant rebate or special financing terms. The dealer and
the consumer must decide which option is best for their particular situation. Whichever option the consumer
chooses, the salesperson will be armed with the best consumer offer in addition to the best HVAC products
available.
Program Periods
Standard Promotion Periods
•
Purchase period: March 15 – May 31, 2014

Claim must be submitted no later than 30 days after sales date.
Customer Care Extended Promotion Period:
•
Purchase period: June 1 – June 30, 2014

Installation by and Claim must be submitted no later than 30 days after sales date
** New Claim Guidelines—Claims must be entered no later 30 days after sales date.
SP406A
Eligible Products
See attached equipment list (Exhibit “A”) for a listing of eligible systems and corresponding dollar amounts.
Advertising
•
Dealers may advertise “up to $1,100 rebate” if they are promoting the Platinum ZM or Platinum ZV
system with the Acculink Control..
•
Dealers must advertise the total homeowner credit.
3. HOW IT WORKS WITH THE DEALER
The dealer will select the proper product/system they will offer to the customer, and at the time of sale, will
show the consumer the ComfortPlus merchandisers provided by American Standard. The dealer will decide
which offer it will provide to the consumer, and together they will choose the option that best meets the
consumer’s needs.
Example:
The dealer proposes a Platinum ZM 20 split AC with a Platinum ZM furnace, and a Platinum ZV control
to the Jones family:
•
Total installed price on this job is $12,000.
•
The dealer will receive a credit of $550 ($500 for the Platinum ZM System, $50 for Platinum ZV Control)
towards one of the following:
1.
$1,100 Instant Rebate; or
2.
Special financing terms through Wells Fargo.
•
If the dealer chooses Instant Rebate, the dealer invoice to the customer must show the total price and
the entire homeowner portion of the instant rebate.
•
If the dealer chooses Financing, the Promotional Financing Term must be listed on the invoice (i.e.
5.9% APR, 36 Months 0% APR).
•
The dealer will claim the sale on the PCC, the PCC will validate the system qualifies for the promotion
•
The dealer will also receive a $35 SPIFF
4. GENERAL OVERVIEW OF CLAIM PROCESS
Online claims
To receive the matching funds for ComfortPlus promotion, the dealer will be required to enter the sale
data on the ComfortPlus website, which is accessed via ASDealernet/Marketing Center/Promotional
Claim Center. The information required for this claim will be a valid consumer name, mailing address (with
zip), one telephone number and the equipment installation address (if different from the mailing address).
Note: Equipment serial number validation will be used for the claim, so it is imperative that participating
dealers collect all serial number information from all equipment (not packaging/shipping information), and
return these serialized codes back to the office with the signed paperwork/invoice!
Important: Dealers may submit claim of Qualifying Equipment only after the system has been installed in
the homeowner’s residence. Dealers and distributors may have credits reversed if it is determined a
claimed Qualifying Equipment was returned and installed in a different residence.
A report will run at the end of each week of the active program period and credits will be processed
accordingly.
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SP406A
Online Reporting Summary
For the ComfortPlus promotion, “real time” daily/monthly summary reports will be made available on the
ASDealerNet claim system. The dealer can also use this software to run reports of claims in the system on a
daily/weekly/monthly basis.
Claims Auditing
-If a dealer claim is selected for an audit, American Standard Heating & Air Conditioning will notify the
Distributor via email. Required information (i.e. claim forms, invoices, proof of performance, etc. – see these
guidelines in their entirely for a complete list of documentation requirements) must be provided to American
Standard Heating & Air Conditioning within 10 days of notification.
-If reimbursement is received on any claim that is later determined to be ineligible by American
Standard, ACES will debit the Dealer’s account in the amount of the ineligible claim.
Important Financial Guidelines - Claims
All claims must be for eligible products outlined on this program, products submitted for incentives of any
kind under this Sales Plan cannot be submitted against any other incentive program.
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SP406A
Exhibit “A” – Equipment Schedule for 2014
APPROVED SYSTEMS (must include AS Control)
Credit to
Homeowner
Dealer
Credit
Platinum ZV & Gold ZM standalone furnaces
$200
$100
Gold XM Heat Pump/Hybrid/Gas Electric or Platinum ZM Air Conditioning
Packaged Units
$300
$150
Gold XI Split Systems with American Standard Indoor Unit
$400
$200
Platinum XM Split Systems with V/S Indoor Unit
$600
$300
Platinum ZM Heat Pump/Hybrid/ Gas Electric Packaged Units
$600
$300
Platinum ZM Split Systems with V/S Indoor Unit
$1000
$500
Variable Speed Platinum XV Split Systems with V/S Indoor Unit
$600
$300
Variable Speed Platinum ZV Split Systems with V/S Indoor Unit
$1,000
$500
American Standard Ductless MiniSplit & MultiSplit System
$200
$100
BONUS ITEMS1
Dealer Credit
Platinum ZM Control
Credit to
Homeowner
$100
Silver XM Control
$25
$12.50
SPIFF ITEMS1
Dealer Spiff
Platinum ZM Control
$35
Silver XM Control
$15
1
$50
Bonus/Spiff items are only eligible when included with an approved system. Claims on these items
without an approved system will not receive an incentive.
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SP406A
Exhibit “B” – Advertising Disclaimer Requirements
The following disclaimers must be used in their entirety for each offer made available under ComfortPlus
through advertising. Please update the effective dates for each offer in accordance with the program
dates. Different program dates will apply for Customer Care dealers and non Customer Care
American Standard Dealers.
Instant Rebate:
Instant cash rebate available only on eligible systems and subject to dealer
participation. Cannot be combined with other offers. This offer is valid from March 15, 2014 through May 31,
2014.
Financing:
Special financing offers subject to approved credit. Ask dealer for credit terms and conditions. Cannot be
combined with other offers. This offer is valid from March 15, 2014 through May 31, 2014.
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SP406A
CONSUMER Equipment Eligibility and Offer
Products are eligible based on availability and must be sold/installed/claimed during the promotion period.
No substitutions or exceptions.
Eligibility is based upon a American Standard comfort system configuration and use of American Standard products.
At least one American Standard Comfort Control must be included with each system/product purchase.
The financing program for each eligible American Standard product/system is listed below.
SPLIT SYSTEMS (must combine Outdoor Unit, Indoor Unit and American Standard Control)
Consumer
Eligible Outdoor Model Numbers
(Outdoor unit must be combined with matching ELIGIBLE indoor unit & control)
Promotional Credit
Model Family
Outdoor + Indoor + Control
Platinum ZV Split System
Platinum ZM Split System
Platinum XV Split System
$1,000
$1,000
$600
Platinum XM Split System
$600
4A7A6 (4A7A7); 4A6H6 (4A6H7) -- Variable Speed Indoor
Gold XI Split System
$400
4A7A5 (4A7A6 -- H1000 Models); 4A6H5 -- Any American Standard Furnace or Air Handler
4A7V0; 4A6V0 -- Variable Speed Indoor
4A7Z0; 4A6Z0 -- Variable Speed Indoor
4A7V8; 4A6V8 -- Variable Speed Indoor
PACKAGED SYSTEM (must combine eligible Packaged System and American Standard Control)
Model Family
Platinum ZM Gas, Heat Pump,
Dual Fuel
$600
4YCZ6, 4WCZ6, 4DCZ6
Gold XM Gas, Heat Pump, Dual
Fuel & Platinum ZM Cooling
$300
4WCY4, 4YCY4, 4DCY4, 4TCY4
95% Variable Speed Furnace (must include American Standard Control)
Model Family
Platinum ZV, Gold ZM Furnace
$200
AUHM, ADHM, AUH2-9V, ADH2-9V
Bonus Items (Must be included in Qualified System Submission)
Model Family
AccuLink Platinum ZV Control
Silver XM Control
$100
$25
AZONE950
ACONT624
Dealer Spiff
Promotion Claims that include the following Nexia Controls are eligible for a dealer incentive
Model Family
AccuLink Platinum ZV Control
Silver XM Control
$35
$15
AZONE950
ACONT624
American Standard Privacy Policy Disclosure Statement
As part of this program and within American Standard’s sole discretion, American Standard collects various information to support its development and delivery of quality products, services, and programs
to its customers. Information you provide may be used to evaluate your reaction to and interest in American Standard products and services, to provide dealers and vendors with information concerning
your interest or purchase of American Standard products and services, and to conduct marketing and research activities including analyzing the collective characteristics and behaviors of American
Standard’s customers. American Standard protects collected consumer information in accordance with its Privacy Policy. A copy of this Policy is available at www.American Standard.com.
Amendments, Modifications, or Exceptions
American Standard reserves the right to amend, modify, or cancel the program, or any portion at any time
©2014 American Standard. All rights reserved.
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