The Education Program is offered to Apple Authorized Education Sales Consultants (AESCs) as part of our continuing support for the successful promotion of Apple products.
Accruals and Eligible Activities
Education Funds accrue at the end of each month and are based on "Sales Compensation" only for earned sales to assigned Education accounts. Monthly accruals may be used for education ads/activities only, as outlined in these Guidelines. Education Funds are intended to be used for demand creation activities.
Refer to each menu item for complete reimbursement details. As you put together your ads/activities, please consult the Apple Positioning section for correct logo, trademark, and credit line usage.
Submitting a Claim
Complete an AppleFund Claim Form (see Claims Processes section).
Attach required documentation (see claim checklist for individual project).
Obtain appropriate signatures.
Send the completed Form and documentation to AppleFund Headquarters.
FYI
Some activities require prior approval from your Apple Education sales representative, 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 Education 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.
Claim Forms are available from AppleFund Headquarters at 1-800-421-9574. For additional copies of the AppleFund binder, please link: REVUE.
Reimbursements:
Reimbursements will be made weekly, provided that the AESC has sufficient accruals in the AppleFund Education Program account and the expenditure complies with the terms and conditions of the Program.
Accruals are available to reimburse qualifying activities for nine (9) months from the date of the accrual. At the end of nine (9) months, the accruals close. Claims for reimbursement must be made within ninety (90) days of the activity date. Accruals expire ninety (90) days after they close.
Claims submitted for reimbursement from the Education Fund are reviewed for compliance with the guidelines by AppleFund Headquarters. Claims are credited against the oldest available accruals, based on the date claims are received at AppleFund Headquarters. Expired funds will not be reinstated.
All claims must be received within ninety (90) days of the date the ad/activity takes place. AESCs are not reimbursed for late submittals.
AppleFund Education Program Terms and Conditions
The following is a compilation of some of the more common terms and conditions applicable to the Education Program. AESCs must comply with all requirements described in the Education Program guidelines whether or not reprinted below.
General:
Compliance with the law, the Education Program guidelines, and the AESC Agreement is the AESC’s responsibility.
Apple shall have sole discretion to determine the Program terms and conditions, and eligible activities. Apple may modify or eliminate the Program or any menu item at any time, provided that Apple reimburses claims for expenditures incurred (that are in compliance with the Guidelines) prior to the effective date of any such program change.
The AESC will periodically receive accrual balance statements from Apple. The AESC must report any discrepancies to AppleFund Administration within ninety (90) days of the statement date or the statement will be deemed final.
Accruals:
Accruals reflect funds that Apple has set aside to reimburse the AESC for specific activities. Until Apple approves an AESC 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 a percentage of "Sales Compensation" earned for sales to assigned Education accounts.
Accruals automatically close:
(1) Nine (9) months from the accrual date and expire ninety (90) days afterwards.
(2) Immediately upon termination of the AESC’s authorized status.
Apple may modify, suspend, or withdraw the AESC’s participation in the AppleFund program should the AESC, in Apple’s judgment, fail to abide by the terms and conditions of the AppleFund Program, or the AESC Agreement.
Accruals are only transferable with Apple’s consent.
Eligibility requirements:
To be eligible for reimbursement, ads and activities must satisfy all Education Program guidelines and not be in violation of any applicable regulations.
Ads and activities must not be misleading as to price, product features, or specifications. Claims made must be accurate, complete, and verifiable.
Ads and activities must not, in Apple’s sole discretion, be detrimental to the prestige of Apple or Apple products, or be disparaging to competitors.
Ads and activities must be clearly discernible as placed by an authorized AESC, and not by Apple.
Ads and activities must be focused on AESC’s Authorized Customers.
Claims:
Claims must be received at AppleFund Headquarters within ninety (90) days of ad/activity date. Claims are considered closed upon submittal.
If an AESC’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, the AESCs 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.
The AESCs may not deduct the amount of claims from merchandise invoices due Apple.
Apple will not directly reimburse a publication, broadcasting station, or other supplier for costs incurred by an AESC.
Transfer of Balances
If one AESC purchases another, or there is a change in account assignment, accruals may be transferred only when a completed AppleFund Transfer of Balances Form, signed by both selling and purchasing parties, is submitted to AppleFund Administration. 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.
Signature Requirements Summary
SIGNATURES ARE NOT REQUIRED FOR:
AppleLink
Print Advertising*
Broadcast Advertising (Radio and Television)*
Campus/School Displays*
Direct Mail/Newsletters*
Print Advertising*
Promotional Items*
Training (Apple training classes only)
*Expenditures of $15,000 or more require Apple Education sales representative or ECDE pre-review and signature. Expenditures of $25,000 or more require Apple District Sales Manager (DSM) pre-review and signature.
APPLE EDUCATION SALES REPRESENTATIVE OR ECDE SIGNATURE IS ALWAYS REQUIRED FOR:
Merchandising and Signage
Promotions and Sales Incentives
Seminars and Events
ECDE SIGNATURE IS ALWAYS REQUIRED FOR:
Consultants/Specialists and Student Reps
Seed Units
Special Projects (Apple DSM signature also always required)
Training (excluding Apple-sponsored training classes)
AppleLink
You can claim your monthly AppleLink bill and long distance access charges for reimbursement. The process is simple. Just submit an AppleFund Claim Form and include the following:
An Apple invoice highlighting your AppleLink charges.
A copy of your long distance telephone bill with the AppleLink access charge highlighted.
ADVERTISING
Prior to initiating any Advertising activity above $15,000, please contact your Apple Education Sales representative or ECDE, and obtain his or her agreement. See the SPECIAL Services section for Prior Approval information.
The Advertising category includes:
Print
Broadcast (Radio and Television)
Yellow Pages Tradename Program
Print Advertising
Qualifying Media/Activities:
Newspapers, preprinted inserts, ad supplements, catalogs, targeted publications, event programs.
Costs for color ink.
Minimum Production Requirements:
Must include Authorized Education Sales Consultant (AESC) logo, shown legibly, correct trademark notations or credit lines (see Apple Positioning section).
Descriptive copy is required (see Apple Positioning section).
Must include at least one Apple CPU, monitor, and keyboard, in illustration/photo.
Software solutions and non-competitive hardware products may be included, provided ad is at least 50% devoted to Apple.
An ad featuring only an Apple printer (illustration/photo required) that is 100% Apple-dedicated and includes no mention of any Apple CPU, monitor, or keyboard, nor any competitive products, is eligible for reimbursement. The Apple CPU, monitor, and keyboard requirements are waived.
Apple Education sales representative must sign off on all expenditures of $15,000 or more. Apple DSM must sign off on expenditures of $25,000 or more.
Reimbursement:
Up to 100% of actual space costs (less frequency discounts and rebates) at the local retail rate, production costs (layout, typesetting, photography), applicable sales tax on qualifying expenses.
Advertising agency commissions, not to exceed 15% of total media invoices.
Nonreimbursable Expenses:
Reprints of Apple Computer, Inc., national advertising, fees, retainers, or any other expenses not outlined above.
When submitting a Print advertising claim, you must include the following:
Itemized production invoices from primary suppliers.
An original full-page tearsheet that shows the entire ad plus the name and date of the newspaper.
Complete AppleFund Claim Form with appropriate Apple signatures, when required.
For quick newspaper reimbursement: Submit tearsheet and other production invoices. Newspaper invoice is not required (tear sheet must include name and date of publication). For more information, see the Quick Claims option, Claims Processes section.
Broadcast advertising
Qualifying Media/Activities:
FCC-licensed radio and TV stations, remote location broadcasts, public television sponsorships, cable television.
:10 or :15 donuts around newscasts, education programs, etc.
Minimum Production Requirements:
Must include Authorized Education Sales Consultant (AESC) logo, shown legibly, include audible AESC identification, and include correct trademark or credit lines (see Apple Positioning section).
Descriptive copy is required (see Apple Positioning section).
Must include at least one Apple CPU, monitor, and keyboard, in illustration/photo.
An ad featuring only an Apple printer (illustration/photo required) that is 100% Apple-dedicated and includes no mention of any Apple CPU, monitor, or keyboard, nor any competitive products, is eligible for reimbursement. The Apple CPU, monitor, and keyboard requirements are waived.
Apple Education sales representative must sign off on all expenditures of $15,000 or more. Apple DSM must sign off on expenditures of $25,000 or more.
Reimbursement:
Up to 100% of the actual airtime costs at the local retail rate, production costs (video or audio tape, studio time), public television sponsorships, reimbursement for :10 or :15 spots, and applicable sales tax.
If advertising has been placed by an advertising agency, agency commissions will be paid at 100%, not to exceed 15% of total media invoices.
Software solutions and non-competitive hardware products can be included, provided ad is at least 50% devoted to Apple.
Nonreimbursable Expenses:
Rebroadcast of Apple Computer, Inc., national advertising.
When submitting a Broadcast advertising claim, you must include the following:
Itemized production invoices from primary suppliers. Photocopies are acceptable.
A notarized original of the Electronic Proof of Performance tearsheet, provided by the station. It must state number of ads run, date of each ad, rate per spot, and total cost. TV scripts must include both audio and visual portions of the commercial.
Paid media invoice that shows actual net rate per commercial, with length, time, and date for each spot.
Complete AppleFund Claim Form with appropriate Apple signatures, when required.
Yellow Pages Tradename Program
Claims submitted for listing prior to October 1, 1992 will receive reimbursement. after October 1, 1992 NO NEW LISTINGS will be reimbursED.
Qualifying Media/Activities:
AESC store listings in the computer section of Yellow Pages directories, under the Apple Computer Yellow Pages Tradename Program handled by Wahlstrom/West (must be listed before October 1, 1992.).
Production/Special 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
Program Information:
Contact Wahlstrom/West for details.
Reimbursement:
Up to 100% for participation costs, including applicable sales tax.
Nonreimbursable Expenses:
Costs for agency placement expenses, or any expenses not outlined above.
Listing costs in programs other than the Wahlstrom/West program.
When submitting a Yellow Pages Tradename Program Claim, you must include the following:
Solicitation form provided by Wahlstrom/West identifying the AESC’s listing, each directory, and annual rate. Photocopies are acceptable.
Copy of cancelled check (both sides) issued to Wahlstrom/West.
Complete AppleFund Claim Form. No signatures are required.
NOTE: Yellow Pages Display listings placed before October 1, 1992 will continue to be reimbursed. No new listings will be reimbursed after October 1, 1992.
Campus/School Displays
Please contact your Apple ECDE prior to initiating any activity involving Campus/School Display activity over $15,000 or more, or to waive the AESC logo requirements. Apple DSM must sign off on all expenditures of $25,000 or more.
Qualifying Activities:
Campus signage devoted exclusively to Apple.
Portable computer displays dedicated to Apple.
Literature racks purchased from the Apple Merchandising Program catalog.
Production/Special Requirements:
All displays must show and identify at least one Apple personal computer system.
The 6-color Apple logo must be included on all campus and school displays.
AESC logo requirements can be waived on campus and school displays only, with pre-review and sign off of the Apple Education sales representative or ECDE.
All displays must include the proper legal Apple registration marks and trademarks. Credit lines may be waived.
Reimbursement:
Up to 100% of display space rental and installation costs, display production costs (layout, typesetting, photography), applicable sales tax.
Any display in which competitive CPUs and peripherals are featured will not qualify for reimbursement. (Exception: One competitive CPU may be mentioned or shown as part of an Apple Desktop solution, but may not be sold or featured.)
Displays featuring software or non-competitive peripherals (products not offered by Apple) as components of an Apple solution may receive full reimbursement, as long as the products do not exceed 50% of the total Apple display.
When submitting a Campus/School Display claim for full-year reimbursement, you must include the following:
Itemized production invoices from primary supplier(s). Photocopies are acceptable.
An itemized invoice showing installation date, months posted, and number of displays. Photocopies are acceptable.
Completed AppleFund Claim Form.
When submitting a Campus/School Display claim for monthly reimbursement, you must include the following:
