JOHNSON CONTROLS DFS MARKETING SUPPORT FUNDS PROGRAM POLICY GUIDELINES (CO-OP PROGRAM)

Transcription

1 JOHNSON CONTROLS DFS MARKETING SUPPORT FUNDS PROGRAM POLICY GUIDELINES (CO-OP PROGRAM) EFFECTIVE DATES VERSION: 3.0 January 1, 2019 December 31, 2019 SUPERSEDES: 2.0 PROGRAM OUTLINE Johnson Controls, Inc. ( JCI ) is offering a marketing support program to provide funds for the purpose of marketing and brand-building activities in local markets for Duct-Free Mini-Split (DFS) products. HOW THE PROGRAM WORKS Authorized UPG distributors and Source 1 branches purchasing Duct-Free Mini-Split (DFS) products may choose to participate in the program, in which funds accrue to an on-line account. When participants have accrued dollars, and qualifying marketing activities and expenditures have occurred, on-line claims can be submitted in order to receive the accrued support funds from JCI for the qualifying claims. Receipt of support funds are subject to participant s adherence to the following eligibility requirements. PARTICIPANT ELIGIBILITY REQUIREMENTS 1) Have an authorized account with Johnson Controls to sell DFS. 2) Provide adequate staff and support to administer DFS programs as determined at JCI s sole discretion. FUND ACCRUAL Funds in eligible participant accounts will begin to accrue at the beginning of each calendar year. Co-op funds will be earned on standard pricing only. Any product purchased through a project Internal Pricing Adjustment (IPA) is not eligible to earn co-op funds. All co-op fund earnings will be calculated at 2% of qualifying purchases. QUALIFYING MARKETING ACTIVITIES The following marketing activities are reimbursable at 100%: Training Tuition at one of JCI s VRF/DFS Training Centers. Travel and lodging expenses are not eligible. DFS Point of Sale Materials Approved materials include product displays, signage, banners, literature display racks. 2018

2 Digital Advertising (NEW!) Digital advertising is now offered and facilitated through the co-op site and reimbursed at 100%. The following marketing activities are reimbursable at 50%: Approved Sales and Training Meetings Participant-sponsored meetings must have a JCI DFS representative in attendance to qualify. Note: DFS Co-op support will only fund the meeting as a percentage of the representation during the meeting. For example, if DFS products are one of four products presented at the meeting, DFS funds can only be used for up to 25% of the cost. Sporting Events Funds can be used for purchasing tickets for customers to attend sporting events. Funds for these activities are limited to a maximum of 20% of the annual total fund accrual at the time of purchase. Apparel and promotional items DFS branded apparel and items sold at Sales Promotion Materials Johnson Controls produced product literature. Exhibits, Trade Shows, and Vendor Fairs - Cost of exhibit space. When more than DFS products are displayed, only the DFS portion of the display will be eligible for support funds. Other If Funds are to be requested for any other advertising or sales promotion, advance written approval is required. Contact your DFS Regional Sales Manager to initiate the approval process. Newspaper Advertising Funds may be used to advertise DFS in conjunction with their business. Fund use is for space costs only in accredited daily, weekly and Sunday ABC (Audit Bureau of Circulations) papers. In general, advertisements, where the brand name occupies only a fraction of the space, acceptable support fund charges will be computed on that fraction of the cost. Consumer or Trade Print Advertisement - Space costs only for advertisements. Radio and Television - Spot announcement costs for 10-, 15-, 20-, 30-, and 60-second advertisements. Billboard and Transit Advertising - Space costs. Local Consumer or Trade Direct Mail - Cost of postcards, mailing and mailing lists. Vehicle Identification - Decals and other DFS Regional Sales Manager approved vendor produced vehicle identification materials. PROGRAM ADMINISTRATION AND ACCOUNT ACCESS Channel Fusion, an approved JCI vendor, administers the DFS Marketing Co-op Support Program ( Administrator ) for the DFS Business team. As such, Channel Fusion processes all claims submitted by the Participant according to the guidelines herein. UPGnet.com provides access to the Funds Action Center (FAC), the website tool for monitoring funds, submitting claims, and tracking the status of funds and activity. The link within the FAC provides comprehensive details regarding claim status. The FAC website is the only method of tracking claim status. The FAC also displays DFS Johnson Controls credit memo numbers so that participants may reconcile their Fund accounts. In order to administer the Fund, the participant must have access to UPGnet.com. Permission-based access is granted by the participant s UPGnet.com system administrator, who determines the user level access for the FAC. HOW TO SUBMIT CLAIMS FOR ACCRUED FUNDS Participants can submit claims on-line via the FAC website. The FAC website provides the easy ability to upload paid receipts, photos, and invoices for the marketing activity (ies). The FAC website provides an easy to follow process for submissions.

3 Notes: Internet address: UPGnet.com (Marketing Action Center >> FAC >> Submit Claim and upload paid receipts, photos, etc. for marketing activities) DO NOT SEND FUND CLAIMS TO Johnson Controls, your Regional Account Manager, or to the DFS BUSINESS TEAM, as claims will be returned. It is recommended that qualified claims be submitted within 30 days after completion of the program or purchase. The last date for claiming prior year s funds is January 31. Late submissions will be not be considered. Funds not claimed by January 31 will revert to the DFS Business team. There will be no exceptions. If the Fund account does not have sufficient funds to cover the amount of the claim, Administrator will provide partial credit on the claim. The remaining claim amount will be placed in a pending status until sufficient funds are available, at which time the remainder of the claim will be paid. Administrator will also issue partial credit on any claims that do not meet the approval criteria and is authorized to reduce the amount of the claim. This will eliminate the need to re-submit the claim. In the event of a question or dispute, the participant should contact the DFS Regional Sales Manager and provide details of the claim as well as the reason they feel the claim is valid and eligible for funding. Note: JCI DFS Sales Management will have the sole right to refuse any material for any reason, therefore denying support Funds. APPENDIX: INELIGIBLE FOR DFS CO-OP SUPPORT PROGRAM Examples of media and materials NOT eligible for Funds: Advertising or promotions that include any competitive products, brands, or their likeness. Congratulatory advertisements or donations such as advertisements in bulletins, yearbooks, athletic or theatrical programs, sports team sponsorships, etc. Memberships to trade organizations. Religious or political publications. Advertising agency fees (local or national agencies). Customer gifts, meals, etc. Computer software not supported by the DFS Business team. Locally produced signs. Hotel rooms for meetings. 2018

4 Transportation costs to or from meetings. Travel expenses. Truck painting and/or repairs. Shipping, electrical, and labor charges for displays and exhibits, including telephone charges from exhibit. Shipping charges for any item. Federal, state and local sales and use taxes. Office supplies such as price lists, speed memos, purchase orders, service orders, labels and stationery (letterheads, envelopes, scratch pads, and calling cards), etc. Participant-prepared catalogs, newsletters, literature, or price sheets. REQUIRED DOCUMENTATION TO PROCESS A CO-OP CLAIM: Expense Type Reimbursement Level Required Documentation Training 100% of fees* Registration confirmation and receipt Point of Sales Support Materials 100% of invoiced cost* Copy of invoice of purchase of JCI approved POS materials Digital Advertising 100% of invoiced cost* Invoicing/reimbursement to be processed through program administrator Sales and Training Meetings and Events Limited to 50% of total items below. Sporting Events Apparel and Promotional Items Sales Promotion Materials Exhibits, Trade Shows and Vendor Fairs 50% of ticket cost and limited to 20% of available funds 50% 50% Up to 50% of exhibit or display expense for proportion of DFS product Receipt and photocopy of ticket(s) Order confirmation and receipt from JCI Company Store items below. items below. Photo of display/booth clearly showing portion devoted to DFS products.

5 Print Advertising Radio Advertising 50% of space cost 50% of time cost Original invoice showing all discounts. Full-page tearsheet. Affidavit (supplied by radio station) copy of script, station invoice showing cost of time including all discounts. TV Advertising Outdoor Advertising 50% of time cost 50% of leasing cost Affidavit (supplied by TV station), storyboard, station invoice showing net cost of time including all discounts, and video (i.e. mp4 file) of ad Copy of leasing agreement, copy of paid invoice indicating the date the board was posted, and photograph of billboard. Direct Mail 50% of printing and postage Invoice from each supplier, postage receipt showing number of pieces mailed and rate per piece Vehicle Identification 50% of printing cost Invoice from supplier, photo of decal on vehicle(s) *100% reimbursement for training tuition and/or point of sale materials is limited to distributor personnel or distributor locations. Marketing materials must meet the published Brand Standards Guidelines (documents posted in UPGnet.com for eligibility) Examples include but are not limited to: Prominent display of the brand name and the correct brand logo in the ad. No misrepresentation of any product price, mechanical features, benefits, or warranty. No offensive, misleading, confusing language that might be deceiving to customers. AUDITS The DFS Business team reserves the right to audit participant Fund expenditures. Audits may occur at random intervals. Participants selected for auditing will receive notice 30 days in advance. Participants must provide easy access to all information related to support fund expenditures. Failure to comply will result in the denial of any pending or future claims. 2018