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. 2 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. 3 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. 4 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. 5 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. 6
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