CO-OP RULES Co-op Program Summary... 2 Co-op Eligible Activities / Claim Documentation... 3

Transcription

1 CO-OP RULES 2018 THESE RULES AND PROCEDURES SUPERSEDE ANY PREVIOUSLY ISSUED PROGRAM GUIDELINES Please read these rules and prcedures carefully. The Dsan C-p Prgram requires cmpliance with all rules. Nn-cmpliance will result in a full r partial rejectin f the dealer s claim by Dsan Infracre Eurpe (DIEU) at its sle discretin. These rules and prcedures shuld be shared with yur marketing manager and C-p Prgram administratr. C-p Prgram Summary... 2 C-p Eligible Activities / Claim Dcumentatin Advertising... 3 Print Advertising... 3 Online Marketing... 3 Billbards Direct Mail / Marketing Trade Shws Events... 5 Open Huse... 5 Other Events... 5 Prmtin f Open Huse/Other Events Dealer Facility Branding Merchandise Brchures & Literature... 6 Examples f Nn-Eligible Requests... 6 Claim Schedules and Deadlines... 7 Hw t Apply fr Reimbursement... 7 Payment Prcedure... 8 Annual Funds Allcatin... 8 Other Infrmatin... 9 Annual Spending Cap... 9 Used Equipment... 9 Dsan Trademark Lg... 9

2 C-p Prgram Summary Eligible Activities 1. Advertising Print - Newspaper, trade and magazine paid advertising space Online Marketing - Online advertising, dealer website, search engine marketing, search engine ptimizatin Billbards - Billbard rental and prductin charges 2. Direct Mail / Marketing Printing csts and pstage 3. Trade Shws Bth space charges and bth branding csts 4. Events Open Huse/ Other - Grund rent r csts fr the creatin f grund space fr machine demnstratin/display, pre-apprved lcatin branding and direct mail r print ads prmting the event Quarry Days - participatin fees 5. Dealer Facility Branding Pre-apprval dealer facility branding prjects 6. Merchandise Merchandise items purchased nly frm Dsan nline shp 7. Brchures Literature purchased nly frm Dsan Media Hub Brandstre Claims Deadlines Claims fr January t June 2018 must be submitted by 15 July 2018 Claims fr July t December 2018 must be submitted by 15 January 2019 Claim prcess 1. Fill in C-p Reimbursement Claim Template in English (Excel file) 2. Attach dcumentatin f the activity (phts f events, cpies f ads r print screens) 3. Attach third-party invices fr the activity 4. Send the claim t the C-p Team by cp.emea@dsan.cm 5. C-p Team cnfirms the apprved amunt by 6. Issue and invice t: DOOSAN INFRACORE EUROPE B.V. Wilgenweg 2, Grt Ammers, 2964AM, Netherlands 7. Send the invice by t Dsan_Accunts_Payable_Waterl@dsan.cm and in cpy C-p Team cp.emea@dsan.cm 2

3 C-p Eligible Activities / Claim Dcumentatin General Infrmatin: Each dealer must prvide prper dcumentatin (explained further belw) in rder fr C-p activity claims t be prcessed. Advertising (with the exceptin f used equipment listings) must be 100% Dsan-related t qualify fr reimbursement with exceptin f Bbcat brand fr dual branded dealers. Advertising that cntains nn-dealer names and lcatins will be denied in ttal. C-p reimbursement is available at 50% f eligible ad csts, unless therwise specified, prvided that the dealer has available C-p funds upn time f claim submissin/receipt. Dsan and Bbcat dual branded dealers: C-p reimbursement at 25% f eligible ad csts is available, fr advertising and events dedicated t Dsan and Bbcat. 1. Advertising Print Advertising This includes newspaper, trade and magazine paid-fr advertising space. Ads must include the current Dsan lg, current pictures, authrized dealer name, lcatin, phne number and brand-cmpliant dealer website address, if applicable. N ther brands ther than Dsan Bbcat can be listed. Claims: must include cmplete cpy f advert and invice Online Marketing Creating a strng nline presence is nw very imprtant fr marketing success as a significant amunt f custmers carry ut research nline befre appraching the dealer t purchase. Dealer Website Website setup and develpment fees are eligible fr C-p reimbursement prviding an verall effrt and investment is made t nline marketing campaigns Search Engine Marketing (SEM) C-p reimbursement is available t dealers wishing t utilise Search Engine Marketing (SEM), specifically Pay-Per-Click (PPC) advertising. Lcal search includes keywrd advertising n Ggle, utilising master business prfiles and respnse measurement. Search engine ptimizatin (SEO) fees are eligible fr the C-p reimbursement. 3

4 C-p Eligible Activities / Claim Dcumentatin Cn t.. Online Advertisements This includes any advertisement placed n relevant lcal r reginal websites. T be eligible fr C-p reimbursement, claims fr Web banner ads must include the fllwing: Reference t the current Dsan lg and authrized dealer name Have an active URL - link destinatins like pages n yur dealer website r special landing pages yu may have designed t supprt the Web banner ad. Analytics (such as Ggle Analytics) yur prvider will give yu t measure effectiveness - the number f impressins, click thrugh rate and screen sht f the placed ad. Billbards Designs must cntain reference t Dsan prducts, and the Dsan lg must be prminently displayed. Billbard rental and prductin charges (e.g. painting, printing f psters) are eligible fr reimbursement n lcally prduced billbards, as lng as said billbard design received prir apprval fr C-p use. If planning a new billbard prgram, cntact the C-p Team fr mre infrmatin prir t cmmitment. Claims: Billbard claims must include a picture f each billbard panel listed n a detailed invice. Phts and dcumentatin are required with each claim submissin. 2. Direct Mail / Marketing Direct mail campaigns are eligible fr C-p credit n printing csts and pstage. Mails must cntain references t current Dsan prducts nly (r Dsan and Bbcat fr dual branded dealers). Creative pre-apprval can be cnfirmed by ing: cp.emea@dsan.cm Claims: Direct mail claims must include riginal mailer and invice. 3. Trade Shws Bth space charges are eligible fr C-p reimbursement. Bth may nt cntain cmpetitive equipment, nr may it cntain nn-apprved third-party attachments. A minimum f 70% f the space must be ccupied by Dsan equipment r displays. DIEU des nt validate reimbursement frm the C-p prgram at a trade shw where DIEU already has a presence. Display materials (e.g. banners, signs) must be visible in phtgraphs and must meet Dsan brand identity standards. Pre-apprved branding f Trade Shw stand is eligible fr C-p reimbursement. T get the preapprval, cntact cp.emea@dsan.cm Direct mail r print ads prmting the event are eligible fr reimbursement, hwever, they must refer t Dsan prducts and services nly (r Dsan and Bbcat fr dual branded dealers). Claims: Trade Shw claims must include Trade Shw basic infrmatin (name, date, lcatin, industry, number f visitrs) space cntract/paid invice and phts f each display area at time f shw(s). Early requests fr reimbursement f pre-shw space depsits are nt allwed. Only after cmpletin f the shw may the dealer submit a claim fr the shw space and branding. Ensure that Dsan cmpliant signs/banners are n display. Claim must be accmpanied by phts taken at the crners and sides f the display twards the centre f the bth. 4

5 C-p Eligible Activities / Claim Dcumentatin Cn t.. 4. Events Open Huse Grund rent r csts fr the creatin f grund space fr machine demnstratin/display are eligible fr C-p reimbursement. Fd & drink csts and fees fr hire f hstess / ther staff are nt eligible fr reimbursement. Claims: Open Huse claims must include Event basic infrmatin (date, lcatin, number f visitrs) space cntract/paid invice and phts at time f event. Early requests fr reimbursement f preevent space depsits are nt allwed. Only after cmpletin f the event may the dealer submit a claim fr the event space and branding. Other Events Glf Days / Racing Days The event lcatin csts are eligible fr C-p reimbursement, fr example the cst f hiring a glf curse fr a ne day event. The event shuld als be prmted n site with display materials such as Dsan banners, visuals, and machines (if pssible) t ensure the brand is prminent. Fd & drink csts, fees fr hire f hstess / ther staff are nt eligible fr reimbursement. Quarry Days (in CZ) are eligible fr C-p reimbursement participatin fee nly. Dem Days (in CZ) are nt eligible fr C-p reimbursement. Claims: Event claims must include Event basic infrmatin (date, lcatin, number f visitrs) space cntract/paid invice and phts at time f event. Early requests fr reimbursement f pre-event space depsits are nt allwed. Only after cmpletin f the event may the dealer submit a claim fr the event space and branding. Prmtin f Open Huse/Other Events Direct mail r print ads prmting the event are eligible fr reimbursement, hwever, they must refer t Dsan prducts and services nly. Claims: Event prmtin claims must include riginal mailer and invice fr direct mails and/r cmplete cpy f advert and invice fr print ads. 5. Dealer Facility Branding Facilities Branding Prjects are eligible fr C-p reimbursement. Pre-apprval f such prjects are required and will be subject t the dealer s C-p prgram. Facilities branding will include the dealer s premises/dept bth internal and external areas, Parts cunter r shp and service vehicles. A detailed plan and cst estimate shuld be discussed with the district manager and submitted t the C-p Team thrugh cp.emea@dsan.cm fr final apprval. 5

6 C-p Eligible Activities / Claim Dcumentatin Cn t.. 6. Merchandise All merchandise including gifts and clthing are eligible fr C-p reimbursement prvided they are purchased frm the Dsan nline shp Cp supprt is nt eligible fr items that are part f an existing sales prmtin where discunted prices are already applied. 7. Brchures & Literature Prduct and service related brchures & literature that are lcated n the Brandstre sectin f Dsan Media Hub are eligible fr C-p reimbursement. Examples f Nn-Eligible Requests (Nt an Exhaustive List) Materials cntaining anther brand in additin t Dsan prducts (see exceptin fr trade shws, used equipment and Bbcat fr dual branded dealers) Spnsrships Training fees r any expenses incurred fr any frm f training Website maintenance fees Finance charges Membership and license fees (including CRM Salesfrce) Dealer, third party prduced, hand-ut literature (e.g., brchures, catalgues, with the exceptin f rental brchure) Event insurance Merchandise (clthing & prmtinal items) nt purchased frm Dsan nline shp Creative charges and agency fees/cmmissins Advertising that includes nn-dsan Cmpany lgs, prducts, part r services Advertising that cntains nn-current Dsan trademark lgs Advertisements using the Dsan trademark as a nun when referring t Dsan prducts. The Dsan trademark must be used as an adjective when referring t a specific prduct. Rent a Dsan wheel lader = Crrect Rent a Dsan = Incrrect Ads that aren't legible (e.g., pr printing quality, print t small t read) Prductin charges, and psitin fees fr print advertising Undesirable advertising as determined by DIEU in its sle discretin Advertising shwing prducts in unsafe applicatins Prviding services in lieu f payments - If yu allw use f a Dsan prduct at n charge, and receive advertising fr that usage, n C-p paid n the agreed value. Advertising design csts fr direct mail Advertising r prmtinal expenses within anther dealer s area Advertising using TV, Radi r Yellw Pages 6

7 Examples f Nn-Eligible Requests Cn t.. Trade shw bth space where less than 70% f the space is devted t Dsan prducts r displays and/r cmpetitive equipment is displayed Trade shw displays that cntain materials nt meeting brand standards Nn-space/build related trade shw charges (e.g., electricity, hstess, transprtatin fees) Items ther than print and space preparatin csts fr Open Huse events Cmpetitive equipment: Prducts branded by anther manufacturer that are als ffered by Dsan Bbcat, whether dealer is cntracted t sell the Dsan equipment r nt, the items are still cnsidered cmpetitive t Dsan. Fr example, Takeuchi excavatrs are cmpetitive t Dsan excavatrs. Dem Days that take place in CZ Claim Schedules and Deadlines The C-p Prgram is effective frm 1 January t 31 December. Claims shuld be submitted n a semi-annual basis within the prgram year and will fllw the belw schedule: First Half Year 2018 Secnd Half Year January 30 June 1 July 31 December Deadline fr claim submissin: 15 July January 2019 Cnfirmatin f refunded amunt t 15 September February 2019 dealer: Deadline fr issuing invice t DIEU: 30 September February 2019 Claims in first half year cannt be carried ver t secnd half year. Hw t Apply fr Reimbursement Cmplete the C-p claim reimbursement frm (in excel file frmat nly, d nt send in pdf frmat) Send claim frm with all evidence (i.e. invices frm third parties and pictures, cpy f advertising related t eligible claims) t DIEU cp.emea@dsan.cm and cc t the district manager by the deadline dates mentined abve. *Ensure all claims are sent t the main C-p and nt just t the district manager All evidences i.e. invices must be addressed t the dealer name with a date within the year. Befre sending, all claims shuld be discussed with the district manager fr further guidance. 7

8 Payment Prcedure The C-p Entitlements will be cnfirmed by by DIEU and will be paid based n an invice t be issued by the dealer. In rder t be valid, the invice will have t be addressed t DIEU and mentin VAT number: NL B03 Item descriptin: 2018 C-p Prgram H1/H2. The invice needs t be sent t Dublin Accunts Dept by nly Dsan_Accunts_Payable_Waterl@dsan.cm and in cc.t cp.emea@dsan.cm The invice details (address) need t be as detailed belw: Dsan Infracre Eurpe Wilgenweg 2, Grt-Ammers 2964AM, Netherlands DIEU will nt accept reimbursement when dealers prvide services in lieu f payments. Only thirdparty invices will be accepted t dcument eligible investment. Dealers are nt entitled t deduct a C-p Allwance amunt frm their due payments t DIEU, even if the amunt has been signed ff by the district manager. Once the C-p Entitlement(s) is cnfirmed DIEU reserves the right t ffset Entitlement(s) amunt(s) frm current distributr s accunt. DIEU reserves the right t ffset Entitlement(s) amunt(s) frm current distributr s accunt if there are mnies wed t DIEU. In the event that part f this debt relates t late payment interest charges then DIEU reserves the right t ffset this payment against thse invices. Annual Funds Allcatin The annual funds allcatin will be calculated n the dealer s previus year s sales revenue and dealers shuld prvide a Media Plan f the C-p activities that are intended in the cming year in rder t qualify fr C-p supprt. The Media Plan shuld be discussed with the district manager and submitted at the same time as the DPP Marketing Plan during the last quarter f the year. A request fr an increase in funds allcatin can be made thrugh the district manager prviding a Media Plan is cmpleted and submitted. The funds allcatin request must include the cmplete C-p amunt fr each apprved frm f C-p activity the dealer intends t carry ut during the prgram year. All funds allcatin requests must be apprved by the C-p Team. Once the funds allcatin request is apprved, yu will receive an cnfirmatin. DIEU reserves the right t reduce the dealer s funds allcatin r suspend the prgram at any time during the curse f the prgram year at its sle discretin. Annual funding allcatin will be reviewed mid-year. If less than 40% f the yearly allcatin is spent, DIEU reserves the right t reallcate nt used resurces t dealers leveraging the benefit f the C-p Prgram. In the case f a new dealer being established after 1st January, the dealer and district manager will cmplete a funds allcatin request fr the remainder f the year. 8

9 Other Infrmatin Annual Spending Cap Spend levels will be mnitred thrughut the year fr balanced marketing spend. DIEU reserves the right t withhld C-p funds shuld the dealer s expenditures exceed this recmmendatin Used Equipment Used equipment adverts are eligible fr C-p reimbursement and these ads may include used cmpetitive equipment when said equipment was acquired frm a Dsan equipment sale r trade. Use f ther manufacturer branding/lgs is nt eligible. Dsan Trademark Lg Only authrised Dsan dealers are permitted t use the Dsan trademark lg in their advertising. Dsan brand identity standards must be fllwed. See examples belw. The brand guidelines can be fund n the Dsan Media Hub under GUIDELINES. Apprved trademark lgs: 9