Customer Visit Program

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1 Customer Visit Program SYRACUSE INDIANAPOLIS COLLIERVILLE McMINNVILLE CHARLOTTE TYLER mi km PLANNING FOR A SUCCESSFUL VISIT

2 Dear Carrier Associate: The Carrier Customer Visit Program has been successful and has grown tremendously over the past three years. Last year, over 250 customers visited Carrier s manufacturing facilities in the United States. I strongly encourage you to bring your customers to our plants and let them see for themselves the world-class factories that distinguish Carrier from our competition. We have made some improvements to the overall program policies. Be assured we will continue to provide the level of service you ve become accustomed to. Please take a moment to read over some of the following process improvements: 1. Our facilities in Charlotte, NC, and McMinnville, TN, operate on a limited staff. As a result, if you require technical or marketing support during your visit, arrangements must be made in advance. All international visits must be communicated with the Export Manager and coordinated through the Customer Visit Office allowing two weeks advance notice at a minimum. We regret that a product manager may not be present at your visit if proper notification is not received. 2. It is imperative that you complete a Visitor Form prior to the customer visit. In order for us to ensure the customer s trip is as productive as possible, please provide a background of the job or order situation so that we can tailor the visit accordingly. You should offer us information about your customer s expectations prior to arrival. 3. To ensure a quality experience, we strongly encourage that a Carrier salesperson or representative is present for the entire visit. 4. If you require travel arrangements, we recommend that they be made through UTC s preferred agent, Carlson Wagonlit Travel. A travel arrangement form is attached for your use. You must complete and submit the form via fax or to Carlson Travel. A confirmation notice will be sent to you. If you choose to use a different travel agency, then please make sure you send me a copy of your itinerary. 5. Please be prepared to give me your corporate credit card account number for any incidental charges such as catering or transportation needs while your customers are visiting our plant facilities. This procedure will facilitate any chargebacks to your business offices and ensure all charges are posted correctly. We are looking forward to serving you and your customers when they visit Carrier Corporation in the United States. I ve attached some valuable information, including customer visit costs, visitor education, and general information about Carrier Corporation. Please don t hesitate to contact me if I can be of further assistance. Sincerely, Ms.Jaclyn P. Donati Manager, Communications Services and Customer Visits FAX: jaclyn.donati@carrier.utc.com 2

3 Carrier Customer Visit Sign-Up Two-week advance notice is mandatory! Visit to: Charlotte McMinnville Syracuse Other Account number for charges incurred during visit # This is mandatory. We will not process without an account number. U.S. Offices: This is your four-digit department number, not the job number. International Offices: You must provide a valid credit card number with the expiration date. Date of proposed visit: RGM name and city: Purpose of visit (be specific): Your name: Date of request: Title: Office: Telephone: Fax: Please verify spelling of all companies and individuals names. Visitors Company: Company: Company: Job name: Title: Relationship: Title: Relationship: Title: Relationship: Primary customer s address: City: State: Zip: Country: Telephone: Fax: Carrier attendees (We strongly encourage all visitors to be accompanied by a Carrier representative.): Title: Title: Have you already talked to anyone in Charlotte/McMinnville/Syracuse in preparation for this visit? If so, with whom? Site visit information Indicate area of concentration, historical details, and posture you would like taken during the visit (please be specific): Witness test information Are there any specific customer concerns the factory should be aware of prior to the testing? Health/diet restrictions Please indicate any health restrictions (climbing stairs, walking) and any dietary restrictions or requirements for each visitor; also any religious customs that would require special diet or needs (please call to discuss prior to visit): Safety It is Carrier s policy that safety glasses are worn in the factories at all times (we will provide these); hearing protection is also required in certain areas of the plant (also provided). Sneakers/open shoes are not allowed please advise your customers/visitors of this policy, especially since many of our visitors come in casual attire. Dress code Carrier has a casual dress code. Please let us know how your customers will be attired, and we will dress to their preference. This makes everyone involved feel more comfortable. If you do not know, please indicate this; and our people will dress in business attire. Business Dress Casual Dress Do Not Know 3 During your visit, will you need: Conference Room/Facilities Refreshments Lunch Arrangements. If yes, would you like to have lunch with someone from the factory? Whom? Note: The more information you can give us on this form, the easier it will be to make all the necessary arrangements therefore making this visit the best it can be! Additional comments/information:

4 Carrier Customer Visit Registration Form Dear Visitor, The UTC Travel Center will assist you and your customers with your travel arrangements. Please complete all sections of this form for each traveler and return by fax to or it to If you need further assistance, please call the UTCTC within the U.S. at or, from outside the U.S., call collect between 8:00 a.m. and 5:30 p.m. EST at Contact Joy Rowe Traveler information (please print legibly) Mailing Address: City: State: Country: Postal Code: 4 Phone: Fax: Carrier representative information Division Department Number: Phone: Fax: Credit card Only required when used for purchasing airline tickets and/or guaranteeing hotel reservations Credit Card #: Expires: Signature: Airline information First Class Business Class Coach Class Airline Preference (Accommodated if within Carrier policy): Frequent Flyer: Seat Preference: Aisle Window Other Special Meal: Arrival: From: To: Time: Airline & Flight #: Departure: From: To: Time: Airline & Flight #: Departure: From: To: Time: Airline & Flight #: Hotel information Hotel will be booked at a UTC preferred property Hotel Required (Enter credit card information above) Hotel Not Required Specify Cities: Airport Downtown Near Shopping Check-In Check-Out Smoking Preference: Non-Smoking Smoking Room: Single Double Other Transportation Car Rental Required: Yes No Other Car Type: Compact Midsize Full Size Van Other

5 Depending on the level of service you would like to provide for your customers, a range of fees will be charged to your business department or credit card. The following represent typical costs associated with a customer visit: Customer Recognition Gifts: Welcome Banner (12' x 3'): $160 plus shipping Gifts: Padfolio This is the typical gift package we provide Pen Set for each customer, along with Carrier Carry Bag brochures. Cost: $60/package All merchandise with a Carrier logo must be ordered prior to the visit through our UTC preferred supplier, American Identity. Catalogs featuring the merchandise may be ordered by calling Optional Gifts: Baseball Hat $ $12.50 Golf Shirt $ $38.50 Jacket $ $68.00 Swiss Army Knife $ Professional Van and Limousine Service with Driver:* In Charlotte, North Carolina, approximate transportation costs: 14-passenger van $65/hr (minimum of 3 hours) 8-passenger limousine $65/hr (minimum of 2 hours) 6-passenger limousine $60/hr (minimum of 2 hours) Prices do not include a customary 15% driver gratuity. In Nashville (McMinnville), Tennessee, approximate transportation costs: 15-passenger van $60/hr 8-passenger limousine $78/hr 6-passenger limousine $60/hr Prices do not include a customary 15% driver gratuity. In Syracuse, New York, approximate transportation costs: 15-passenger van $50/hr 10-passenger limousine $50/hr 8-passenger limousine $50/hr 6-passenger limousine or sedan $40/hr Prices do not include a customary 15% driver gratuity. All figures in U.S. dollars. *Taxicabs are also available in each of these cities as a usually less expensive mode of travel. 5

6 Carrier Corporation: Born of Innovation, Succeeding Through Customer Focus. Back in 1902, Willis Carrier had an idea simply put, an innovative system to treat air that changed the way people work, live, and play. His invention allowed industries to operate and communities to thrive in hot, humid conditions that had been inhospitable. Today, Carrier s familiar blue oval still symbolizes innovation in HVAC/R for businesses, homes and transport refrigeration. With headquarters in Farmington, Connecticut, Carrier does business in 171 countries, combining product excellence, technological advances and world-renowned customer service to lead in nearly every geographic market. Backed by an extensive global distribution organization, progressive research and engineering facilities, and the vast resources of United Technologies, Carrier now takes its leadership into the 21st century when worldwide demand for its products is expected to double. Meeting that demand are over 70 manufacturing facilities worldwide 10 million square feet of floor space all geared to meet the specific needs of local markets for world-class equipment. Lean production methods put the best of technology at the disposal of skilled employees. Global production teams ensure that innovations in process and method are adopted quickly. A network of supplier-partners keeps high-quality parts and components available when needed. And local cross-functional teams work to boost productivity, shorten delivery times, and maintain the highest product quality. Every undertaking is borne of an employee culture that manages quality issues with hard facts. The bottom line: customer satisfaction. Every action in a Carrier facility is in some way ultimately intended to benefit customers. But don t take our word for it: Come see for yourself. Distance Between Carrier Manufacturing Facilities: Miles/km Charlotte, NC Collierville, TN Indianapolis, IN McMinnville, TN Syracuse, NY Tyler, TX Charlotte, NC 622/ / / / /1508 Collierville, TN 622/ / / / /706 Indianapolis, IN 598/ / / / /1380 McMinnville, TN 366/ / / / /1137 Syracuse, NY 726/ / / / /2363 Tyler, TX 940/ / / / /2363 SYRACUSE As the world leader in Heating, Ventilation and Air Conditioning, Carrier is committed to continually improving the quality of comfort we provide to our customers. But our level of responsibility extends well beyond... Carrier Corporation has identified six specific areas which directly impact how we, as a world manufacturer, balance our customers needs for comfort with the environment s needs for responsible consumption. These symbols graphically represent our six areas of concentration and will serve as visual reminders of the importance of managing our finite resources. Each one of us at Carrier Corporation believes that, for generations to come, success will not only be measured by the quality of our products and systems, but also by how we have improved the quality of life. INDIANAPOLIS COLLIERVILLE McMINNVILLE CHARLOTTE TYLER mi km 2000 Carrier Corporation, Syracuse, NY Information subject to change without notice. 0400

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