We are pleased to support your marketing and promotional efforts by providing you with the 1992-1993 AppleFund Business Program.
The Business Program will provide you with all the information necessary for you to produce, claim and be reimbursed for your advertising and marketing activities.
What makes the AppleFund Business Program work is your participation. Keep letting us know what you like and want in the Program. We want to help. Don't hesitate to call us for information or assistance.
AppleFund Headquarters
1-800-421-9574
BUSINESS PROGRAM OBJECTIVE
To support our Reseller Business partners in generating product demand and in successfully promoting and selling Apple Computer products.
To subsidize the cost of collateral materials, seminars, events, and training that will help our Resellers and their employees continue to be informed and up-to-date on Apple Computer products.
BUSINESS PROGRAM OVERVIEW
The 1992-1993 AppleFund Business Program consists of two Funds: the Marketing Fund and the Product Bonus Fund. These Funds are made available to our Resellers to assist them in meeting the objectives of demand generation, technical education, and promotion of Apple products.
HOW THE BUSINESS FUNDS ARE ACCRUED
Business Program Funds are calculated at the end of each month, based on a percentage of the total net billing for Apple Computer products shipped that same month.
Resellers will have twelve (12) months from the date of accrual to use the Funds, followed by a 90-day claiming period to gather documentation and submit a claim for reimbursement.
Any month's Fund not used within fifteen (15) months (12 month usage period plus 3 month claiming period) of the accrual date will be forfeited. Expired Funds will not be reinstated.
Each month, Resellers will receive a Business Fund Summary Report that will indicate new accruals earned, claim activity, total Funds available, and Funds due to expire in 30-, 60-, and 90-day intervals.
The Marketing Fund and the Product Bonus Fund are both subject to the same accrual, expiration, and Program Guideline requirements.
MARKETING FUND
Marketing Fund dollars are offered to Resellers to generate demand and promote all Apple products.
These Funds must be used for promotional activities as defined in these Guidelines. Any menu item listed here can be funded out of the Marketing Funds.
PRODUCT BONUS FUND
Product Bonus Fund dollars are offered periodically to encourage Resellers to generate demand and promote selected products using these additional Funds.
Funds will be accrued on specific "bonused" products.
These dollars must be used for promotional activities tied to specific "bonused" products.
Apple will notify Resellers of the products and duration of these additional Funds.
Announcements will be made in the Dealer Bulletin as well as other Apple communication vehicles.
Product Bonus accruals may be combined with funds available through the Business Fund as long as the activity being performed features the specific "bonused" product(s).
Activities must meet the Marketing Fund menu requirements, but must also incorporate or feature the product being "bonused" to be eligible for reimbursement.
PRIOR APPROVAL
Some activities require prior approval from your Apple National Field Manager or Apple National Sales Manager, so be sure to discuss your planned activities with him or her before you begin. If you submit a claim form for an activity that you have not discussed with your Apple Sales representative, and he/she does not agree that the activity has value to Apple, he/she has the right to refuse to approve the claim.
Prior approval is also available from AppleFund Administration for advertising activities (see Special Services). This service provides a guarantee that your activities meet the Guidelines. Be sure to review this section for details.
CLAIM FORM INFORMATION
Claim Forms are available in electronic format on AppleLink as well as from AppleFund Headquarters at 1-800-421-9574. For additional copies of the AppleFund binder, please link: REVUE.
APPLEFUND BUSINESS PROGRAM TERMS AND CONDITIONS
The following is a compilation of some of the more common terms and conditions applicable to the Business Program. Resellers must comply with all requirements described in the Business Program Guidelines whether or not reprinted below.
GENERAL:
Compliance with the law, the AppleFund Business Program Guidelines, and the Dealer Agreement with Apple is the Reseller's responsibility.
Apple shall have sole discretion to determine the program terms and conditions, and eligible activities. Apple may modify or eliminate the program at any time, provided that Apple reimburses claims for expenditures incurred prior to the effective date of any such program change.
Apple may modify, suspend, or withdraw the Reseller's participation in the AppleFund program should the Reseller, in Apple's judgment, fail to abide by the terms and conditions of the AppleFund Program or the Dealer Agreement.
Apple shall reverse or recover from the Reseller any funds for products the Reseller resold or transferred in violation of the Dealer Agreement with Apple.
Certain activities may not be available to Resellers whose relationship with Apple is pending termination.
ACCRUALS:
Accruals reflect funds that Apple has set aside to reimburse Resellers for specific activities. Until Apple approves a Reseller claim for payment, the funds belong to Apple. Apple, at its discretion, shall determine the rate at which the funds accrue and may change or eliminate the accrual at any time.
Accruals are based on completed purchases net of any returns or adjustments.
Accruals automatically close:
(1) Twelve (12) months from the accrual date.
(2) Immediately upon termination of Reseller's authorized status.
Reseller will periodically receive accrual balance statements from Apple. Reseller must report any discrepancies to AppleFund Administration within ninety (90) days of the statement date or the statement will be deemed final.
Accruals are only transferable with Apple's consent.
ELIGIBLE ACTIVITIES:
To be eligible for reimbursement, ads and activities must satisfy all Business Program guidelines and not be in violation of any applicable regulations.
Ads must not be misleading as to price, product features, or specifications. Claims made must be accurate, complete, and verifiable.
Ads must not, in Apple's sole discretion, be detrimental to the prestige of Apple or Apple products, or be disparaging to competitors.
Ads must be clearly discernible as placed by an Authorized Reseller, not Apple, and state that products are only available at authorized locations.
Travel must be within the United States and may not be between Reseller locations.
The following reimbursement structure applies to all travel, regardless of the menu item:
Auto: 27¢ per mile or car rental
Hotel: Cost of room only
Air/bus/train: Round-trip coach fare when destination is over120 miles one-way from Reseller location.
Toll, parking, or taxi fare
CLAIMS:
Claims must be received at AppleFund Headquarters within ninety (90) days of ad/activity date. Claims may be submitted against closed accruals for up to ninety (90) days, at which time the Funds expire. Claims are considered closed upon submittal.
If a Reseller's AppleFund balance drops below zero for any reason, the entire debit is due to Apple immediately. This debit cannot be offset by anticipated accruals or credits from Apple.
If available accruals do not cover the total claim amount eligible for reimbursement, Resellers will be credited to the limit of available accruals. Claims may be resubmitted once, which must occur within ninety (90) days of the audit report date.
Apple may withhold or refuse reimbursement for any claim Apple reasonably believes to be invalid.
Resellers may not deduct the amount of claims from product invoices due Apple.
Apple will not directly reimburse a publication, broadcasting station, or other supplier for costs incurred by Resellers.
SHARED ADS:
Before purchasing space or airtime for an ad/commercial with multiple resellers, you must obtain prior approval from AppleFund Administration (link: APPLEFUND). Ads will be prorated, and appropriate reimbursement made to each participating Reseller. All locations in the ad must be identified as Authorized Resellers; any unauthorized locations must be identified as well.
TRANSFER OF BALANCES:
When there is a change of ownership of a Reseller location, both parties involved may choose to transfer accrued Funds as part of the sale transaction. Accrued Funds may be transferred between Authorized Resellers only by completing the AppleFund Transfer of Balances Form. The Form must be signed by both locations involved in the transfer. The Form is available on AppleLink. The pathway is Apple Sales & Marketing -> Apple Programs -> AppleFund Program.
If you have questions regarding a claim audit or your statement balance, please call AppleFund Headquarters at 1-800-421-9574. You may also call AppleFund Administration at 408-974-6150, or link: APPLEFUND.
SUBMITTING A CLAIM:
Complete an AppleFund Claim Form (see Claims Processes).
Attach required documentation (see claim checklist).
Obtain appropriate signatures.
Send the completed Form and documentation to AppleFund Headquarters.
PRINT ADVERTISING
ELIGIBLE ACTIVITIES:
Newspaper and magazine advertising
Preprinted inserts
Card packs
Billboards and mass transit advertising.
NOT ELIGIBLE:
Apple Computer, Inc. national advertising materials. These materials cannot be reprinted or used in any way by the Reseller.
REQUIREMENTS:
Authorized Reseller logo, as outlined in Apple Positioning.
Apple trademarks or credit lines, as outlined in Apple Positioning.
Product illustration/photo of either an Apple CPU/monitor/ keyboard, or peripheral.
One descriptive copy line, as indicated in Apple Positioning.
Software may be included in advertising, provided the ad is at least 50% devoted to Apple.
REIMBURSEMENT:
100% of Apple CPUs or peripherals.
If the ad has multiple vendor products featured, the total amount will be:
prorated for the Apple portion if the other products are hardware.
prorated for the Apple portion if the other products are
software, and Apple is less than 50%.
100% if the other products are software, and Apple is more than 50%.
100% of cost for Apple's marketing communication materials (e.g., REVUE).
100% of production costs, based on local retail rates, less all frequency discounts and rebates.
WHEN SUBMITTING A PRINT ADVERTISING CLAIM, YOU MUST INCLUDE THE FOLLOWING:
Newspaper—Invoice showing net space cost less all applicable discounts and/or rebates is optional. If not submitted, current rate charts will be used to determine reimbursement. For more information, see Quick Claims option in Claims Processes section.
An original full-page tearsheet that shows the entire ad, plus the name and date of the newspaper.
Billboard/Transit—Invoice indicating the location and design of each board.
Color photograph of the board
Complete copy of the insert.
Itemized production invoices from primary suppliers. Photocopies are acceptable.
BROADCAST ADVERTISING
ELIGIBLE ACTIVITIES:
Advertising on FCC-licensed radio and TV stations.
Remote location broadcasts.
On-hold phone messages.
Public or cable television sponsorships.
:10 or :15 spots sponsoring newscasts, business programs, etc.
NOT ELIGIBLE:
Apple Computer, Inc. national advertising materials. These materials cannot be reprinted or used in any way by the Reseller.
REQUIREMENTS:
Prominent audible or visual identification as an Authorized Reseller location (audible only for radio).
Prominent visual use of Apple trademarks or credit lines as outlined in Apple Positioning (not applicable for radio).
Product illustration/photo of either a CPU, monitor, keyboard or peripheral for TV.
Audible descriptive copy, as indicated in Apple Positioning.
Software may be included, provided broadcast is at least 50% devoted to Apple.
REIMBURSEMENT:
100% on any Apple CPU or peripheral.
If the ad has multiple vendor products featured, the total amount will be:
prorated for the Apple portion if the other products are
hardware.
prorated for the Apple portion if the other products are software, and Apple is less than 50%.
100% if the other products are software, and Apple is more than 50%.
100% of production costs, based on local retails rates, less all frequency discounts, and rebates.
WHEN SUBMITTING A BROADCAST ADVERTISING CLAIM, YOU MUST INCLUDE THE FOLLOWING:
A station invoice indicating net cost, length of spot, time of day, and date each spot was broadcast.
A copy of each different script broadcast, including the ANA/RAB or ANA/TVB approved electronic tearsheet documentation on the notarized script copy.
YELLOW PAGES DISPLAY ADS
ELIGIBLE ACTIVITIES:
Yellow Pages display ads for Reseller's primary market area.
Neighborhood or special interest directories (e.g., business-to-business, Hispanic, military, or real estate).
Chamber of Commerce directory.
NOT ELIGIBLE:
Apple Computer, Inc. national advertising materials. These materials cannot be reprinted or used in any way by the Reseller.
REQUIREMENTS:
Authorized Reseller Logo, as outlined in Apple Positioning.
Apple trademarks or credit lines, as outlined in Apple Positioning.
Software may be included, provided the ad is at least 50% devoted to Apple.
REIMBURSEMENT:
100% for production and costs for actual space occupied by Apple Computer products.
If the ad has multiple products featured, the total amount will be:
prorated for the Apple portion if the other products are
hardware.
prorated for the Apple portion if the other products are
software, and Apple is less than 50%.
100% if the other products are software, and Apple is more than 50%.
WHEN SUBMITTING A YELLOW PAGES DISPLAY AD CLAIM FOR FULL-YEAR REIMBURSEMENT, YOU MUST INCLUDE THE FOLLOWING:
Itemized invoice from primary suppliers.
Original Yellow Pages tearsheet for each directory.
A Co-op Confirmation Report (obtain from Yellow Pages Company) and/or a copy of the contract with the Yellow Pages Company for each directory, including monthly and yearly breakdown of charges.
WHEN SUBMITTING A YELLOW PAGES DISPLAY AD CLAIM FOR MONTHLY REIMBURSEMENT, YOU MUST INCLUDE THE FOLLOWING:
First month only:
Same procedure as above.
Each additional month:
Copy of invoice and copy of original Claim Form.
YELLOW PAGES TRADENAME PROGRAM
ELIGIBLE ACTIVITIES:
Authorized Reseller store listings in the computer sections of Yellow Pages directories. This program is administered by Wahlstrom/West.
REQUIREMENTS:
All production and placement handled by:
Wahlstrom/West
Attention: Apple Computer Account Group
2200 W. Artesia Blvd.
Compton, CA 90220
1-800-228-5574; within California, call 213-635-8030
AppleLink: WAHLSTROM
REIMBURSEMENT:
100% of all participation costs.
Only Wahlstrom/West placements will be eligible for reimbursement. Wahlstrom/West may offer to process your claim as a Direct Deduct. For more information, contact Wahlstrom/West and see the Special Services section for more information on Direct Deduct.
WHEN SUBMITTING A YELLOW PAGES TRADENAME PROGRAM CLAIM, YOU MUST INCLUDE THE FOLLOWING:
Itemized invoice from primary suppliers.
Proof of activity.
Copy of cancelled check.
DIRECT MAIL
ELIGIBLE ACTIVITIES:
Catalogs.
Newsletters.
Training/seminar/event schedules.
Seminar/event invitations.
NOT ELIGIBLE:
Apple Computer, Inc. national advertising materials. These materials cannot be reprinted or used in any way by the Reseller.
REQUIREMENTS:
Authorized Reseller logo, as outlined in Apple Positioning.
Apple trademarks or credit lines as outlined in Apple Positioning.
Catalogs must include product illustration and descriptive copy as outlined in Apple Positioning.
Catalogs must include the following Apple catalog disclaimer, in a minimum of 10 point type and visible on each page displaying Apple product:
“PURCHASE APPLE PRODUCTS AT RESELLER LOCATION ONLY.”
If any printed piece includes product illustration, it must be accompanied by descriptive copy as outlined in Apple Positioning.
If printed material contains an illustration of a CPU, it must also include a monitor and keyboard.
Software may be included in a direct mail piece, provided the piece is at least 50% devoted to Apple.
REIMBURSEMENT:
If the direct mail piece has multiple vendor products featured, the total amount will be:
prorated for the Apple portion if the other products are
hardware.
prorated for the Apple portion if the other products are
software, and Apple is less than 50%.
100% if the other products are software, and Apple is more than 50%.
100% of distribution costs (e.g., mailing lists, rental/purchase, mail house service, postage).
100% of production costs (e.g., printing, advertising agency or commission fees), excluding employee salaries.
WHEN SUBMITTING A DIRECT MAIL CLAIM, YOU MUST INCLUDE THE FOLLOWING:
Itemized invoices from primary suppliers for all material, production, and distribution costs.
If in-house postage is used, include a signed letter from an officer of the company, stating quantity mailed and postage costs.
An original sample of the direct mail piece.
The agreement with Apple prohibits mail order of Apple products. Therefore all advertising in catalogs or other materials delivered through the mail must prominently display the above disclaimer that Apple products may be purchased only at retail location and cannot be ordered through the mail.
MERCHANDISING AND COLLATERAL
ELIGIBLE ACTIVITIES:
Point of sale materials.
Seminar or event materials.
Interior or exterior store signage.
Reseller Apple program literature (e.g., service contract information).
Merchandising and display racks.
Business cards, stationery and envelopes.
Exterior permanent vehicle customization.
Apple collateral.
NOT ELIGIBLE:
Customization of boats, motorcycles, race cars, hot air balloons, or aircraft.
Vehicle magnets or decals.
Generic stands, racks, desks, or other computer furniture.
REQUIREMENTS:
Authorized Reseller logo, as outlined in Apple Positioning.
Apple trademark or credit lines, as outlined in Apple Positioning.
Merchandising, point of sale, signage, stationery and vehicle customization must be 100% devoted to Apple.
Exterior store signage and permanent vehicle customization must prominently display the Authorized Reseller logo at least one-third the height of the Reseller's name.
REIMBURSEMENT:
100% StartingLine materials.
100% of material and production costs if developed by a 3rd party or Reseller.
Vehicle customization is limited to one vehicle per location, per calendar year.
WHEN SUBMITTING A MERCHANDISING OR COLLATERAL CLAIM, YOU MUST INCLUDE THE FOLLOWING:
Itemized invoice from primary suppliers.
Samples or color photographs of merchandising or signage produced by 3rd party or Reseller.
SALES INCENTIVES
Sales Incentives must be used by the Reseller to encourage their internal organization to increase sales of Apple product.
Be sure to get an AppleLink or a letter from your Apple National Field Manager or Apple National Sales Manager before initiating a Sales Incentive activity. These activities require Apple National Field Manager or Apple National Sales Manager prior approval on events exceeding $5,000 in total.
ELIGIBLE ACTIVITIES:
Any incentive item (Apple or non-Apple products) purchased and used to encourage the sale of Apple product.
Products purchased as an incentive under the Own-An-Apple Program (Reseller employees only).
Travel, food, and lodging incentives (e.g., vacation trips, boat cruises).
Event tickets, gift certificates, or American Express Gift Checks®.
NOT ELIGIBLE:
Reseller principal or owner participation in incentive programs.
Reseller-produced gift certificates to be used at Reseller location.
Cash, dollars-off dealership coupons, savings bonds, items for resale, donations, auctions, or competitive products.
REQUIREMENTS:
Must be 100% devoted to selling Apple product.
Reseller must obtain an itemized receipt signed by each incentive winner who receives prizes valued in excess of $25.
Resellers must provide winners of incentives valued in excess of $600 (plus tax) with IRS form 1099.
Reseller-produced incentive items must correctly display the Authorized Reseller logo, as outlined in Apple Positioning.
Apple trademark or credit lines, as outlined in Apple Positioning.
REIMBURSEMENT:
100% of Apple or non-Apple products
100% of Apple Merchandising catalog purchases.
100% of 3rd party promotional items purchased/developed by the Reseller.
100% of travel, food, and lodging.
Maximum employee incentives: $3000/employee/calendar year.
WHEN SUBMITTING A SALES INCENTIVES CLAIM, YOU MUST INCLUDE THE FOLLOWING:
Itemized invoice from primary suppliers.
For incentives valued at $5,000 or over, National Field Manager or National Sales Manager must sign Claim Form to signify prior approval.
An original sample or color photo of Reseller-produced incentive items.
SALES PROMOTIONS
Sales Promotions must be used by the Reseller to promote the sale of Apple product to customers.
Be sure to get an AppleLink or a letter from your Apple National Field Manager or Apple National Sales Manager before initiating a Sales Incentive activity. These activities require Apple National Field Manager or Apple National Sales Manager prior approval on events exceeding $5,000 in total.
ELIGIBLE ACTIVITIES:
Any promotional item used to promote the sale of Apple equipment.
Apple products purchased for promotional awards.
Travel and lodging incentives.
Event tickets, gift certificates, or American Express Gift Checks.
Promotional store drawings, store openings, promotional mailings, or giveaways at seminars and events.
NOT ELIGIBLE:
Reseller-produced gift certificates to be used at Reseller location.
Cash, dollars-off dealership coupons, savings bonds, stock, items for resale, donations, auctions, or competitive products.
REQUIREMENTS:
Resellers must obtain an itemized receipt signed by each winner who receives prizes valued in excess of $25.
Resellers must provide winners of promotions valued in excess of $600 (plus tax) with IRS form 1099.
Reseller-produced promotional items must correctly display the Authorized Reseller logo, as outlined in Apple Positioning.
Reseller-produced promotional items must meet Apple trademarks or credit lines requirements, as outlined in Apple Positioning.
If other vendors' products are featured, Resellers will be reimbursed only for the portion of the promotion devoted to Apple products.
Advertising or direct mail materials must meet their specific requirements.
REIMBURSEMENT:
100% of Apple products.
100% of items purchased from the Apple Merchandising catalog.
100% of 3rd party promotional items purchased/developed by the Reseller.
100% of Promotional events with multiple vendor products will be prorated to cover only the Apple portion.
100% of travel, food, and lodging.
100% of material and production costs.
Maximum customer incentives: $6000 per winner, per calendar year.
WHEN SUBMITTING A SALES PROMOTIONS CLAIM, YOU MUST INCLUDE THE FOLLOWING:
Itemized invoice from primary suppliers.
For promotions valued at $5,000 or over, Apple National Field Manager or Apple National Sales Manager must sign Claim Form to signify prior approval.
An original sample or color photograph of Reseller-produced promotional items.
SEED/DEMO/TRAINING UNIT EQUIPMENT
Resellers have the option of purchasing Apple Seed/Demo/Training equipment, or renting Apple Seed equipment to conduct the following activities:
ELIGIBLE ACTIVITIES:
Placement of Apple product at potential customer sites for evaluation.
Installation of Apple product in Reseller training rooms.
Apple product required for Apple self-paced training courses or reference and support materials.
Apple product used for customer demonstrations.
NOT ELIGIBLE:
Apple product taken out of Reseller inventory.
Rental of non-Apple products.
Rental fees exceeding three (3) months.
Purchase of non-Apple products.
PURCHASING OPTION:
Authorized Resellers may purchase a total of twenty (20) Unit configurations per location, per calendar year. The first five (5) systems per location will be reimbursed at 100% and the additional fifteen (15) systems will be reimbursed at 50%. See System Requirements for eligible configuration details. In no case shall the total amount of Seed/Demo/Training units purchased exceed twenty (20) unit configurations per location per calendar year.
Authorized Resellers may buy direct or choose to use Apple's equipment financing option. This finance option allows a Reseller to make monthly payments for six (6) months. The principal and interest payment will be 100% reimbursed on Apple's approved financing program. See AppleFund Seed/Demo/Training Equipment financing programs on AppleLink for more information.
RENTAL OPTION:
Authorized Resellers may place an unlimited number of Seed Units, using the Apple Authorized Seed Rental Provider(s). Apple will reimburse 100% of the rental fees and related charges for up to and including three (3) months per system.
For a current list of Authorized Seed Rental Providers, see the AppleFund folder on AppleLink. The pathway is Apple Sales & Marketing -> Apple Programs -> AppleFund Program.
REQUIREMENTS:
Units must be used for market development, training, or sales generation activities.
Minimum configuration is required (e.g., CPU, keyboard, and monitor).
Any Apple peripheral may be added to the minimum configuration and counted as one unit.
Any LaserWriter configuration can be rented or purchased independently from an Apple CPU minimum configuration and may be counted as one unit.
Purchased Seed/Demo/Training Units must be kept at the Reseller location for a minimum of one year.
Apple rented seed units must be acquired through Apple Authorized Seed Rental Providers. For details, see AppleFund folder on AppleLink.
REIMBURSEMENT:
100% of rental cost for maximum of three (3) months, when rented through an Authorized Seed Rental Provider only.
100% of Apple-approved finance program (principal and interest)—limited to six (6) months; limited to five (5) units. 50% of next fifteen (15) units.
100% of Reseller cost of the Apple System for configured Seed/Demo/Training Units, not to exceed five (5) total systems per location, per calendar year. Additional fifteen (15) total units at 50% of Reseller cost.
SEED/DEMO/TRAINING UNIT SYSTEM CONFIGURATIONS:
The minimum configuration is a Complete System (i.e., Apple CPU, keyboard, and monitor). A configuration may include, but is not limited to, a CD-ROM drive, scanner, modem, printer, and expansion cards (Apple only). All items in each claimed configuration must be rented or purchased together on the same purchase order. (Exception: LaserWriter printers can be rented as stand-alone products.)
WHEN SUBMITTING AN APPLE SEED/DEMO/TRAINING UNIT PURCHASE CLAIM, YOU MUST INCLUDE THE FOLLOWING:
Signed Apple Seed/Demo/Training Unit Agreement (see AppleFund folder on AppleLink).
All associated invoices for each unit must be submitted with one Claim Form.
Copy of billing statement from finance company for interest expense.
Apple or Franchise Headquarters invoice.
WHEN SUBMITTING AN APPLE SEED/DEMO/TRAINING UNIT RENTAL CLAIM, YOU MUST INCLUDE THE FOLLOWING:
