SPRING 2016 BRYANT BONUS SPRING 2016 CONSUMER PROMOTION DEALER HANDBOOK

Transcription

1 SPRING 2016 DEALER HANDBOOK BRYANT BONUS SPRING 2016 CONSUMER PROMOTION Sales Period: April 1 to June 30, 2016 Installation Deadline: July 15, 2016 Rebate Claiming Deadline: July 31, pm CT Note that this dealer handbook outlines the Bryant Bonus program eligible in Canada. Other dealer handbooks are visible on hvacpartners.com, however do not apply here.

2 Table of Contents Key Reminders & Updates:... 2 Consumer Offer... 2 Terms and Definitions:... 3 Equipment Names... 3 MyHVACpin... 3 Key Dates:... 3 Bryant Promotion Website:... 3 Contacts for Promotional Support:... 3 Dealers:... 3 Homeowner (individual consumer):... 4 Homeowner Eligibility:... 4 Not Eligible For This Promotion:... 4 Qualifying Products:... 4 Unit Only Sale: Definition... 4 System Sale: Definition... 4 Multiple Unit Rebates:... 4 SNAP Home Finance... 5 Dealer Application... 5 Who to Contact at SNAP... 6 Snap Rate Sheet... 7 Submitting a Rebate Claim:... 8 Important Notes:... 8 Illegal Activity:... 8 Promotion Deadlines:... 8 Re- Issuance of a Filed Claim... 9 Dealer Rebate Cost and Billing:... 9 Rebate Activity Reports:... 9 Rebate Materials:... 9 Business Development Funds (BDF): Dealer Program Enrollment: Auto- Enrollment Note: AwardperQ s Enrollment Form Rebate Matrix

3 Key Reminders & Updates: 1. Homeowners must claim their rebate by logging on to before 6:00pm Central Time on July 31, Rebates are paid to homeowners in the form of a prepaid debit card. 3. Please see the Spring 2016 rebate grid for eligible products. 4. The rebate split contribution for dealers is 40% of the rebate cost across all products. 5. All product rebates on this grid (system AND unit-only), excluding ductless splits & IAQ must include the sale of a standard Bryant branded thermostat, Bryant control or Bryant air purifier. Standard air Purifiers include Evolution series (GAPAA, GAPAB) & Preferred Series (PGAP) 6. The inclusion of an Evolution Control is a requirement with systems as noted with an x 7. Introduction of AwardperQ s - Dealer Salesperson rewards program! 8. SNAP Financial 90 day deferral is being offered once again for this promotion dealers must sign-up to participate with SNAP Home Finance. Consumer Offer: Homeowners can earn a standard equipment rebate of up to $1,465 for the purchase of a Bryant 987M Furnace, 280ANV Heat Pump & Evolution Control, Evolution Wi Fi Bundle or Control, Evolution Air Purifier, Steam Humidifier OR Homeowners can earn a Geothermal equipment rebate of up to $1,715 for the purchase of a Bryant GZ-Evolution 2-Stage Split, FE- Evolution System Fan Coil, SYSTXBB- Evolution Control, Evolution Air Purifier and Steam Humidifier Bryant dealers must be signed- up to participate in the Bryant Bonus Promotion in order to promote these offers. PLUS Homeowners do not have to pay for 90 days (no payments, no interest). There is no charge to the homeowner or Bryant Dealer for the 90 day deferral cost. Bryant dealers must be signed up to participate with SNAP Home Finance in order to participate in this promotion. See the SNAP Home Finance section within this publication for details. EXCLUSIVE FAD 36 MONTH, 0% APR AVAILABLE Normal Financing rate of 12.58% is now available to YOU our loyal FAD - at an all-time low 5.65% rate*. *PROMOTIONAL RATE: >$10, %, <$10, % - Additional system and individual unit-only rebates are also available. See the rebate grid at the back of this publication for eligible products. - The consumer rebate value is cost shared - your Bryant dealer share of the Bryant Bonus is 40% of the rebate cost refer to the dealer contribution matrix at the back of this publication. - All rebates will be paid via a prepaid Debit Card only. - Rebate offers cannot be combined. - The Bryant Bonus promotion is designed to promote sales of Bryant systems in the residential add-on and replacement market. 2

4 Terms and Definitions: Equipment Names Bryant equipment models are referred to by series: Evolution System, Preferred Series or Legacy Line. MyHVACpin MyHVACpin number is a four or five digit identification number that uniquely identifies a person - in this case, the Sales Associate. For a homeowner to submit a claim and a Sales Associate to receive sales credit, each Sales Associate must have his or her own MyHVACpin number. When a person becomes a registered user of HVACpartners.com (meaning they have their own user name and password), they also are assigned a unique personal identification number, referred to as a MyHVACpin number. Dealers must enter this number when filing claims in order to receive credit for the sale. Sales Associates can learn their MyHVACpin number in one of the following ways: Log onto HVACpartners.com, click on My Profile, and scroll to the field labeled MyHVACpin Contact the distributor s HVACpartners Administrator (who can look up the Sales Associate s profile listed in HVACpartners.com) Call Bryant Solution Center at (888) Important: The HVACpartners ID number is not the same as the MyHVACpin number: HVACpartners ID identifies a company/dealer location MyHVACpin number identifies a person - in this case, the Sales Associate Key Dates: Promotion Period: April 1, 2016 to June 30, 2016 Installation Deadline: July 15, 2016 Claiming Deadline: July 31, 2016 by 6:00 p.m. Central Time Dealer enrollment: April 1 July 15, 2016 Only Bryant systems or units purchased from participating dealers between April 1, 2016 and June 30, 2016 and installed by July 15, 2016 are eligible for the Bryant Bonus promotion. This promotion is not retroactive for homeowners who purchased qualifying equipment prior to April 1, Bryant systems or units purchased after June 30, 2016 do not qualify for the Bryant Bonus promotion. Any dealer enrolled during the previous consumer promotion will automatically be enrolled in the 2016 Spring program unless Carrier Enterprise Canada (CEC) has designated otherwise. Bryant Promotion Website: All reimbursement claims must be filed at Training materials on use of the website are on HVACpartners.com on the Bryant Bonus page. Contacts for Promotional Support: Dealers: Promotion information or additional forms, contact Bryant Canada* Promotion information, contact Bryant Solution Center at for claim submission *Carrier Enterprise Canada Contact List: BC - Lorne Hepperle AB, SK & MB - Tammy Romman ON, NB, NS - Sonal Nagar QC Louise Davidson lorne.hepperle@carrierenterprise.com tammy.romman@carrierenterprise.com sonal.nagar@carrierenterprise.com louise.davidson@carrierenterprise.com 3

5 Homeowner (individual consumer): Pre- sale questions, contact their Bryant dealer, or Consumer Relations at Rebate questions, contact the Bryant Bonus Claim Center at for rebate claim & processing questions, claim status confirmation, or other rebate claim- specific inquiries Homeowner Eligibility: Homeowners in Canada are eligible for the Bryant Bonus promotion. Only Bryant systems sold as a replacement for the homeowner s existing system or as an add-on to an existing home system qualify. Not Eligible for this Promotion: Commercial or institutional applications Residential new construction applications or upgrades Multi- family applications Investors/investment properties Qualifying Products: The Bryant Bonus Rebate Grid illustrates the products that qualify for the Spring 2016 Bryant Bonus promotion. Unit Only Sale: Definition A rebate incentive exists for non- system unit only sales. Reference the Spring 2016 rebate grid for what products are eligible for unit-only sale rebates. Specifically, the row and column labeled Unit Only. Evolution unit-only product rebates require a Bryant branded control to qualify. If any other control, thermostat or air purifier is used, or none of these 3 are used, there is no rebate value. Refer to the rebate grid for eligible controls. System Sale: Definition To qualify for a system sale, the homeowner must purchase a Bryant indoor unit (furnace, fan coil), a Bryant outdoor unit (air conditioner or heat pump) and a Bryant branded control, thermostat or air purifier. The Bryant indoor unit, the Bryant outdoor unit, and the control must be included in the Spring 2016 rebate grid. No substitutions will be accepted. All product rebates on this grid (system AND unit-only), excluding ductless splits & IAQ must include the sale of a standard Bryant branded thermostat, Bryant control or Bryant air purifier. Standard air Purifiers include Evolution series (GAPAA, GAPAB) & Preferred Series (PGAP). Only Bryant branded controls designated on the rebate grid may be used to qualify. No competitive controls or other Bryant/Carrier Corporation brand (Totaline, etc.) controls may be used. Multiple Unit Rebates: Homeowners are eligible to receive multiple unit rebates for multiple purchases of the same product with eligible Bryant branded controls, thermostats or air purifiers. However, multiple unit rebates require the completion of multiple rebate claim forms, one unit rebate per claim form. For example, if a homeowner purchases two Evolution furnaces with two eligible Bryant branded controls, the dealer must complete two (2) separate rebate claim forms and file two claims on Bryantpromotions.com. The homeowner will receive two (2) debit cards, one for each claim. Multiple rebates will not be combined together into one debit card. 4

6 SNAP Home Finance Dealer Application In order to participate in this promotion, you must be signed-up with SNAP Home Finance. The sign-up process is simple. Complete the Dealer Application form electronically and submit it as instructed. Upon approval of your application, SNAP will contact you and provide the necessary documents to use while visiting customers. Here is the link for the Dealer Application: In addition to the 90 day deferral for this limited time offer, you may also offer your customers monthly payment programs through SNAP as per their rates and payment schedules. A Monthly Investment Calculator is included with these materials to assist you in determining payments for your customers, as well as a rate sheet. 5

7 Who to Contact at SNAP Sales Account Management Team Ontario Steven Smith Cell: Phone: British Columbia Calvin White Phone: Manitoba & Saskatchewan Joe Puleo Phone: Prairie Provinces Dixie Van Dusen Cell: Phone: ex 141 Quebec + Maritimes Annie Lachapelle Cell: ex 125 Phone: alachapelle@snapfinancial.com Consumer Account Inquiries Phone: consumers@snapfinancial.com Web: Vendor Services Phone: sales@snapfinancial.com 156 Front St W Toronto ON M5J 2L6 Pre- Installation Approvals Web: Call Centre: ipad Application Post Installation Funding Phone funding@snapfinancial.com Fax:

8 Snap Rate Sheet 7

9 Submitting a Rebate Claim: Dealer Sales Associates should perform the following steps after the equipment installation is complete and the Homeowner s final payment is made: 1) Provide all of the information requested in the Dealer section of the rebate claim form. Be sure to include the MyHVACpin number. 2) Help the homeowner complete the Homeowner section of the rebate claim form to ensure completeness and accuracy. 3) Advise homeowners to apply for their rebate by entering their claim online at This website can be accessed 24 hours a day. After submitting a claim, the system responds with a confirmation number, which the homeowner should retain for reference and tracking purposes. 4) Remind homeowners of the claim submission deadline of July 31, 2016, and that claims beyond that deadline will be rejected. 5) Give the white copy of the rebate claim form to the Homeowner. 6) Take the yellow and pink copy of the rebate claim form back to the dealership. 7) Attach a copy of the sales ticket to the yellow copy and place in dealer s job file. 8) Mail the pink copy to your regional contact at Bryant Canada. The dealer and Bryant Canada should keep their copies of the rebate claim form on file until: All rebates are paid Invoices have been paid Once homeowners submit their claim online, the rebate will be paid in the form of a pre- paid debit card in 4-6 weeks. Important Notes: I. No rebates will be accepted unless the correct and valid dealership HVACpartners.com ID number is used. Homeowners without this information will be directed to contact their dealer to obtain the correct HVACpartners.com ID number. II. Neither dealers nor their sales associates may claim the rebate for the homeowner. In addition, Bryant may not claim the rebate for the homeowner. Furthermore, third parties may not claim the rebate for the Homeowner. Debit cards will only be paid out to the homeowner who made the purchase. Illegal Activity: Dealers may not charge the homeowner for any portion of the rebate, as this activity is considered fraud and is illegal. Promotion Deadlines: Accounting guidelines and regulations will not permit claim exceptions to be funded from the factory beyond the published deadline. Missed deadlines due to rebate claim system errors will be addressed on a case- by- case basis. o To be eligible for consideration, dealer must provide proof of system issues/errors by submitting screenshots or other supporting documentation that show the actual error/issue. o Dealers must contact Bryant for assistance with the error and provide the required substantiating information before the Spring 2016 claim processing deadline of July 31, o A claim being reviewed due to system issues/errors does not guarantee claim acceptance or payment. 8

10 Re- Issuance of a Filed Claim In the event a filed and accepted rebate claim from the Spring 2015 Bryant Bonus promotion needs to be re-issued, please note and follow these important dates and stipulations: Spring 2016 rebates may be reissued 90 days from the end of the Spring promotion period. Rebates from previous Bryant Bonus promotions will no longer be re- issued. For any re- issuances, the Bryant dealer may incur a $50 processing fee. Bryant may invoice the dealer in full for each re- issuance. Dealer Rebate Cost and Billing: The cost of the homeowner rebate is shared by the dealer, Bryant Canada (distributor), and Bryant (factory). Dealers are responsible for 40% of the cost of the rebate (See dealer rebate contribution grid within this publication). Bryant Canada will invoice the dealer at the end of this program. Rebate Activity Reports: Dealers can use the Reports feature at to view Rebate Activity Reports. The report updates are provided on a daily basis indicating the previous day s activity. This data is subject to change, however, any time during the promotion due to adjustment requests, product returns, etc Rebates Materials: Program materials for this promotion consist of consumer glossy sell-sheets and rebate claim forms. Bryant Bonus 3-ply rebate claim forms are required for each rebate claim. Claim forms for the Spring promotion can be ordered from your local Bryant distributor contact. If you are being auto enrolled for this Spring promo, you will be automatically sent a supply of forms. Rebate claim forms from previous Bryant Bonus promotions will not be accepted and should be discarded. 9

11 BDF (Business Development Funds): Business Development Fund dollars from the end-user media communications portion of marketing funds may be used to advertise and promote Bryant Bonus (See Bryant BDF Advertising policy posted on dealerscanada.com.) The ad templates shown, are available to download from dealerscanada.com and customize for your local use. Dealer Program Enrollment: To participate in the Bryant Bonus program, dealers should notify the distributor (Bryant Canada). In turn, the distributor will use HVACpartners.com to enroll the dealer in the promotion. Only registered dealers are eligible to participate in the Bryant Bonus promotion. Distributors may un-enroll a dealer from further participating in the program. If a dealer attempts to claim a reimbursement after the dealer un-enrollment date became effective, the Bryant Bonus Claim Center will reject the reimbursement claim. Upon enrollment, dealer will be sent a supply of consumer glossy brochures and rebate claim forms. Auto- Enrollment Note: If you participated in the Fall 2015 Bryant Bonus promotion and had claims go through, you do not have to re-enroll for this Spring 2016 promotion. Consumer rebate glossies and claim forms will be sent to you automatically. DO NOT use obsolete forms from previous promotions. If you participated in the Fall 2015 promotion and do NOT wish to participate in this Spring 2016 promotion, please contact your regional Bryant Canada office. Bryant may un- enroll a dealer from further participating in the program. However, dealers will still be financially responsible for any rebates that may have been issued before the un- enrollment became effective. If the consumer attempts to claim a rebate after the dealer un- enrollment date became effective, the claim will be rejected. 10

12 AwardperQ s: Description: The Bonus Bucks promotion offers homeowners the opportunity to earn rebates. and now you (Bryant Dealer Salesperson) can earn something too! It's simple, following the same key dates for the Bonus Bucks consumer promotion, for every Bonus Bucks qualifying sale, a dealer salesperson can earn AwardperQs (see points grid). When a Bonus Bucks claim is submitted by your customers, AwardperQs points are automatically deposited into your online AwardperQs account. Make sure to include your my HVACpin number on the rebate claim form, otherwise AwardperQ s points cannot be issued Award Point Benefits: Industry leading award selection - Low value items high value. Award points accumulate with other programs for increased purchasing ability Factory Ductless Program. Award Points never expire can be accumulated for larger purchases. Account communications - notification when deposits are made, Monthly of account balance and account activity. Excellent Customer Service 11

13 To find your myhvacpin#: log onto HVACpartners.com, click on My Profile, and scroll to the field labeled MyHVACpin; or Contact the distributor s HVACpartners Administrator (who can look up the Sales Associate s profile listed in HVACpartners.com); or Call Carrier Expert Central at (800) CANADA SPRING 2016 PRODUCT REBATE. Claim rebate at: Ensure your HVACpin# is included on the Bonus Bucks claim form. Product sold between April 1, 2016 June 30, 2016 Homeowners must claim rebates by 6:00pm CT, July 31, 2016 (1 system limit per rebate form) A. Dealer Section To be completed by Dealer Please print legibly or type. Dealership Name Dealership HVACpartners ID # Dealer City Dealer Sales Rep First Name My HVACpin # (from HVACpartners My Profile) Date of Sale Phone Number ( Province & Postal Code M.I. Last Name Date of Installation ) Awardperqs Points Grid: Spring 2016 Bryant Award Points Promo%onal Period: April 1 Jun 30, 2016 Installa%on Deadline: Jul 15, 2016 Claim Deadline: Jul 31, 2016 (by 6:00pm CT) x = addition of an Evolution(R) control is required with systems as noted. All product rebates on this grid (system AND unit-only), excluding ductless splits & IAQ must include the sale of a standard Bryant branded thermostat, Bryant control or Bryant air purifier. Furnaces Fan Coils Standard air Purifiers include Evolution series (GAPAA, GAPAB) & Preferred Series (PGAP). Eligible products must be listed on this grid. 1986TB is compatible as a system match with 280ANV Extreme Heat Pump. 986TA gas furnace & 280ANV Extreme Heat Pump are not compatible as a system match. Evolution System Preferred Series Evolution System Preferred Series Legacy Line Factory Authorized Dealer Award Points payouts are highlighted in ORANGE Modulating M 2-Stage T 925T, 925S, 926T, OVM, OVL FE FV FX Unit-Only Rebates: VS 189BNV x 475 x 325 x 375 x x 350 x Evolution System 2-Stage 180, x 475 x 325 x 375 x x 350 x Air Conditioners 1-Stage x 375 x 225 x 275 x x 250 x Preferred Series 127, 126, Evolution Extreme 280ANV x 475 x 325 x 375 x 300 x 350 x 18VS 288BNV x 475 x 325 x 375 x x 350 x Heat Pumps Evolution System 2-Stage 289, x 375 x 225 x 275 x x 250 x Stage x 350 x 200 x 250 x x 225 x ** 125** Preferred Series 226, ROMOTION TERMS SUBJECT TO (1) PRODUCT AVAILABILITY AND (2) CHANGE OR CANCELLATION WITHOUT PRIOR NOTICE To redeem your AwardperQ s points, follow these steps: go to Click on DEALER LOGIN, and use your hvacpartners sign- on info Choose AWARDS CENTER Redeem your points for the latest selection of top- quality, brand name merchandise and exciting new experiences! 12

14 Enrollment Form Spring 2016 Bryant Bonus Promotion Company Name: Bryant Account #: Dealership HVACPartners ID#: Contact Dealership: Address: Dealer Principal Signature: Address: City: Province: Postal Code: Telephone: Fax: By completing and returning this enrollment form to your Carrier Enterprise Canada distributor, you the dealer agr ee to participate in this promotion and follow the established guidelines and rules. Only Bryant systems or units purchased from participating dealers between April 1, 2016 and June 30, 2016 and installed by July 15, 2016 are eligible for the Bryant Bonus rebate. This promotion is not retroactive for consumers who purchased qualifying equipment prior to April 1, Bryant systems or units purchased after June 30, 2016 do not quali fy for the Bryant Bonus rebate. All claims must be processed by 6:00 p.m. CT on July 31, 2016 in order to qualify for the Bryant Bonus rebate. Rebate values and qualifying product are listed within this communication. G.S.T. /H.S.T. is included in the rebate value. Dealer will be invoi ced back for their rebate share after the end of the promotion. Return this completed form to Carrier Enterprise Canada to be enrolled in the Spring 2016 Bryant Bonus Promotion. DISTRIBUTOR ROUTING British Columbia - Lorne Hepperle Fax: Alberta, Sask. & Manitoba Tammy Romman Fax: Ontario & Atlantic Provinces - Sonal Nagar Fax: Quebec Louise Davidson Fax:

15 Rebate Matrix Spring 2016 Bryant Bonus Promotion *Units or systems marked with an asterisk ( * ) receive an additional rebate when used with Evolution Connex Controls as shown. -Evolution Connex Wi-Fi Bundle (SYSTXBBECW01) + $150 -Evolution Connex Wi-Fi Control (SYSTXBBECC01-A) + $150 Access Touch Control WI-FI SYSTXBBECW01-A + $150 -Evolution Remote Promotional Period: April 1 - June 30, 2016 Installation Deadline: July 15, 2016 Claim Deadline: July 31, 2016 (by 6:00pm CT) Furnaces Fan Coils x = addi'on of an Evolu'on(R) control is required with systems as noted. All product rebates on this grid (system AND unitconly), excluding ductless splits & IAQ must include the sale of a standard Bryant branded thermostat, Bryant control or Bryant air purifier.. Evolution System Preferred Series Evolution System Preferred Series Legacy Line Standard air Purifiers include Evolu'on series (GAPAA, GAPAB) & Preferred Series (PGAP) 1986TB is compa'ble as a system match with 280ANV Extreme Heat Pump. 986TA gas furnace & 280ANV Extreme Heat Pump are not compa'ble as a system match. Eligible products must be listed on this grid. Modulating T, 925S, 926T, 2-Stage T FE FV FX 987M OVM, OVL Unit-Only Rebates: $200* $150* $75 $150* $50 19VS 189BNV $200* $1000*x $900*x $600 $900*x $600 Dealers are responsible for 40% of the cost of the rebate. Air Conditioners Heat Pumps Evolution System 2-Stage 180, 187 $175* $950*x $875*x $300 $800*x $500 1-Stage 186 $150* $550*x $550*x $300 $550*x $350 $1000*x Preferred Series 127, 126, 123 $100 $300* $300* $200 $350 $175 $100 Evolution Extreme 280ANV $300* $1100*x $1000*x 986TB 1 18VS 288BNV $200* $1000*x $900*x $600 $900*x $600 Evolution System 2-Stage 289, 286 $175* $1000*x $850*x $400 $850*x $600 1-Stage 285 $150* $550*x $550*x $350 $550*x $350 $250 Preferred Series 226, 225 $100 $350* $350* $250 $350* $175 $150 Note: Carrier Enterprise Canada will invoice dealers their 40% share at the end of this program. Evolution Stage Split Two GZ $600 $1500 (When sold with any Bryant furnace or fan coil) Geothermal Evolution Two Stage Units Geothermal systems Preferred Two Stage require a Bryant control Split GC $1500 (Must be sold with a Bryant furnace or fan coil) GS $400 $1000 (When sold with any Bryant furnace or fan coil) Preferred Two Stage GT, GP Preferred Water to GW Water $1000 (Must be sold with a Bryant furnace or fan coil) Evolution Controls Controls shown in this category qualify for rebates shown by themselves. Purchase of a Bryant branded system or unit is not required. Ductless Split Systems Must be sold as a Ductless Split System Evolution Connex Wi-Fi Bundle SYSTXBBECW01 Evolution Connex Wi-Fi Control SYSTXBBECC01-A Evolution Remote Access Touch Control WI-FI SYSTXBBECW01-A Evolution System F, $150 K $300 Preferred Series System P, RD, RC, RF, $200 T, MA IAQ Products Bryant branded control not required Evolution System Preferred Series Perfect Air Purifier GAPAA, GAPAB $150 Air Purifier PGAP $100 Ventilator ERV, HRV $65 Humidifier STM $65 Humidifier LFP, LBP, SBP, WBP $25 UV Light UVL $25 ROMOTION TERMS SUBJECT TO (1) PRODUCT AVAILABILITY AND (2) CHANGE OR CANCELLATION WITHOUT PRIOR NOTICE