AppleFund Program Guidelines for Authorized Apple Resellers
1993 – 1994
General Guidelines
Program Overview
The purpose of the AppleFund Program is to support Authorized Apple Resellers in Apple advertising and promotional activities.
Significant changes have been made this year in response to your requests for a more flexible program.
The 1994 Program will begin November 1, 1993 and continue through September 30, 1994.
Highlights include:
•Monthly Advance Promotional Payments without submitting an AppleFund reimbursement claim.
•Six month AppleFund Marketing Plan required to participate in the program and qualify for monthly Advance Promotional Payments.
•Simplified guidelines making it easier for you to plan and use accrued dollars.
•Revised Apple Logo, Name, and Trademark Guidelines.
1993 AppleFund Transition
Dollars will be accrued following the fiscal year 1993 AppleFund Program Guidelines through October 29, 1993. There are two reimbursement options available to access these accrued dollars.
Option One:
Continue to submit claims for reimbursement as you do today. These claims will be audited according to the 1993 AppleFund Guidelines. This option provides you with continual access to your 1993 program dollars throughout the year.
Option Two:
Continue to submit claims through November 30, 1993. Remaining dollars will be equally divided and paid to you in December, February, and May. You can submit claims for your completed activities and have the remaining balance sent to you in three payments.
To select how you want to be reimbursed for dollars accrued under the 1993 program, simply complete the 1993 Fund Transition form and submit to AppleFund Headquarters.
Your 1993 Fund Transition form is due by December 1, 1993. If you do not submit a form, you will automatically receive three payments as specified in Option Two.
AppleFund Program Guidelines
(page 2)
General Guidelines
Who is Eligible?
•Authorized Apple Resellers who have signed a current “Authorized Apple Dealer Sales Agreement.”
How are the Funds Accrued and Reimbursed?
•Funds are calculated each month based on a percentage of the total net billing of eligible Apple Computer products purchased during the previous month. Current accrual rates are available from your Apple Sales Representative or AppleFund Headquarters.
•You will be issued a monthly check for up to 100% of the accrued dollars earned on the previous month's qualified purchases. This is your monthly Advance Promotional Payment.
•You are required to submit a six month AppleFund Marketing Plan, approved by AppleFund Headquarters and your Apple Sales Representative, to be eligible for the Advance Promotional Payment.
•If an AppleFund Marketing Plan is not submitted, you will not receive accrued dollars.
•Each month, you will receive an AppleFund Reimbursement Notice which details accrued dollars, payments and Direct Deduct adjustments.
What is an AppleFund Marketing Plan?
•The AppleFund Marketing Plan is your commitment to use accrued dollars to promote Apple business. Twice a year, you are required to submit a six month AppleFund Marketing Plan. The plan must be completed to participate in the AppleFund Program.
•The AppleFund Marketing Plan is a tool for developing Apple promotional activities. You should work with your Apple Sales Representative to plan activities which focus on Apple products and solutions. Additionally, your Apple Sales Representative can help you leverage Apple advertising, promotions, and market center services.
•To further assist you with your planning, included are a set of eligible activities. Specifics on how you will perform these activities to sell Apple products must be detailed in your AppleFund Marketing Plan.
•You are required to perform the activities outlined in your approved AppleFund Marketing Plan. All activities conducted using accrued dollars must be focused on the sale of Apple products and must comply with the Apple Logo, Name, and Trademark Guidelines.
AppleFund Program Guidelines
(page 3)
General Guidelines
How is the AppleFund Marketing Plan Approved?
•Work with your Apple Sales Representative to complete the AppleFund Marketing Plan for each six month period. Follow the detailed instructions included on the form.
•Submit your completed AppleFund Marketing Plan directly to:
AppleFund Headquarters
P.O. Box 52118
Phoenix, AZ 85072
For Overnight delivery only:
1919 West Fairmont Dr. Suite 7
Tempe, AZ 85282
FAX: 1-602-438-0720
APPLELINK: AppleFund.HQ
•Once your AppleFund Marketing Plan has been received, AppleFund Headquarters and your Apple Sales Representative will complete the approval process. You will be notified if your plan has been approved. If there are problems, AppleFund Headquarters will notify you so that you can make the necessary changes and re-submit your AppleFund Marketing Plan.
•You must have an approved AppleFund Marketing Plan to be eligible to receive the monthly Advance Promotional Payment. Cut off dates for obtaining an approved plan will be communicated well in advance of the actual due dates.
•To inquire about the status of your AppleFund Marketing Plan call AppleFund Headquarters at 1-800-421-9574.
•If your planned activities change, simply update the AppleFund Marketing Plan for that period and re-submit to AppleFund Headquarters. Your requested changes will be reviewed and processed. You will be notified if your revised plan has been approved.
•AppleFund Marketing Plans are due 15 days prior to the beginning of the six month period to remain eligible for monthly Advance Promotional Payments.
•AppleFund Marketing Plan forms are available from AppleFund Headquarters, your Apple Sales Representative or AppleLink. The pathway is: Apple Sales and Marketing-Apple Programs-AppleFund.
What is AppleFund Direct Deduct?
•The AppleFund Direct Deduct option automatically deducts payments from accrued dollars.
•Direct Deduct activities will be indicated on your monthly AppleFund Reimbursement Notice.
•Activities that qualify for Direct Deduct are:
•StartingLine materials (literature, co-op advertising materials and videos)
•Apple Yellow Page trade name ads placed by Wahlstrom/West
•Charges incurred for AppleLink
•Apple-sponsored special events
AppleFund Program Guidelines
(page 4)
General Guidelines
What is the Apple StartingLine Program?
The Apple StartingLine catalog lists co-op, sales and marketing materials, all in one place. The catalog, distributed quarterly, includes literature, videos, Apple-logo merchandise, product art and much more. Materials available through StartingLine are eligible for AppleFund Direct Deduct.
AppleFund Terms and Conditions
•The AppleFund Marketing Plan must be received by December 1st, 1993 for the October 1993 – March 1994 time frame. April 1994 – September 1994 Marketing Plans must be received by March 15, 1994 or 15 days prior to the beginning of the next six month period.
•Failure to submit an AppleFund Marketing Plan and/or conform to the Apple Logo, Name, and Trademark Guidelines could result in suspension of payments or forfeit of accrued dollars.
•Authorized Apple Resellers may be audited at the discretion of Apple Computer, Inc. to verify program compliance. The scope of the audit will include: compliance to Apple Logo, Name, and Trademark Guidelines, as well as proof of performance with the activities stated in the AppleFund Marketing Plan.
•Accrued dollars belong to Apple Computer, Inc. until paid. Apple Computer, Inc. reserves the right to stop the monthly Advance Promotional Payment should you fail to meet all program requirements.
•The Authorized Apple Dealer Sales Agreement prohibits mail order of Apple products. All advertising in catalogs must include the following disclaimer: Purchase Apple products at Authorized Apple Reseller location only.
This catalog disclaimer must be a minimum of ten (10) point type, and must be visible on each page displaying Apple product.
•Apple Computer, Inc. cannot reimburse media or third party suppliers directly on your behalf.
•It is your sole responsibility to correctly report to government agencies, including I.R.S., any payments made, awards given, etc. under this program.
•If change in ownership of an Authorized Apple Reseller location occurs, the accrued dollars may be transferred as part of the sale transaction. An AppleFund Transfer of Balances Form must be completed and signed by both parties involved in the sale. The form is available on AppleLink. The pathway is: Apple Sales and Marketing-Apple Programs-AppleFund.
•Advanced Promotional Payments will be suspended for any Authorized Apple Reseller placed on credit hold.
•The AppleFund Program may be amended or terminated without prior notice. Commitments made up to the time of amendment or termination will be honored.
AppleFund Program Guidelines
(page 5)
Advertising
Eligible Activities
Print Advertising
•Newspaper /Magazine
•Preprinted Inserts
•Card Packs
•Billboards/Mass Transit
Broadcast
•Advertising on FCC-licensed radio and TV station
•Remote location broadcasts
•On-hold messages
•Public or cable televisionsponsorships
•:10 or :15 spots sponsoring newscasts, business program, etc.
Yellow Page Display & Trade Name Ads
•Yellow Pages display ads for Reseller’s primary market area
•Neighborhood or special interest directories
•Chamber of Commerce directories
Direct Mail
•Catalogs
•Newsletters
•Taining/Seminar/Event schedules
• Seminar/Event invitations
(next column)
Required Content
•Authorized Apple Reseller Logo
•Apple trademarks or credit lines
•Product illustration/photo of either an Apple CPU/monitor/keyboard, or peripheral
•Prominent audible or visual identification as an Authorized Apple Reseller location (audible for radio only).
•Prominent visual use of Apple trademarks or credit lines
Product illustration/photo of either an Apple CPU/monitor/keyboard, or peripheral (Does not apply to radio)
•Authorized Apple Reseller Logo
•Apple trademarks or credit lines
•Authorized Apple Reseller Logo & Apple trademarks or credit lines
•Catalogs must include the catalog disclaimer statement. All advertising in catalogs or other materials delivered through the mail must include the following disclaimer: Purchase Apple products at Authorized Apple Reseller location only This catalog disclaimer must be a minimum of 10 point type, and must be visible on each page displaying Apple product
•Product illustration/photo of either an Apple CPU/monitor/keyboard, or peripheral
AppleFund Program Guidelines
(page 6)
Merchandising, Sales Promotions and Incentives
Eligible Activities
Merchandising & Collateral Materials
•Point-Of-Sale Materials
•Seminar materials
•Interior or exterior removable store signage
•Apple Reseller program literature
•Merchandising and display racks
•Business cards, stationery, and envelopes
•Exterior permanent vehicle customization
•Apple collateral, brochures and pamphlets
Sales Promotions
•Promotional items used to promote the sale of Apple products
•Apple products purchased for promotional awards
•Travel and lodging promotions
•Event tickets, gift certificates, or American Express Gift Cheques
•Promotional store drawings, store openings, promotional mailings, or giveaways at seminars and events
Sales Incentives & Premiums
•Any incentive item purchased and used as an award in a program to encourage the sale of an Apple products
•Apple products purchased as incentive awards
•Travel, food and lodging incentives
•Event tickets, gift certificates, or American Express Gift Cheques
(next column)
Required Content
•Authorized Apple Reseller Logo
•Apple trademarks or credit lines
•Exterior store signage and permanent vehicle customization must display the Authorized Reseller logo at least one-third the height of the reseller’s name
•Authorized Apple Reseller Logo
•Authorized Apple Reseller produced promotional items must meet Apple trademarks or credit line guidelines
•Authorized Apple Reseller Logo
•Apple trademarks or credit lines
AppleFund Program Guidelines
(page 7)
Seminars, Events, and Training
Eligible Activities
Seed/Demo/Training Equipment
•Placement of Apple product at potential customer sites for evaluation
•Installation of Apple product in Authorized Apple Reseller training rooms
•Apple product required for Apple self-paced training courses or reference and support materials
•Apple product used for customer demonstrations
•Short term rental for product evaluation
Seminars & Events
Hosted or Attended by Reseller
•Apple sponsored symposium, seminar, events or programs
•Apple dedicated trade shows
•Industry association fees, e.g., CTIA (Computer Technology Industry Association)
Training
Hosted or Attended by Reseller
•Apple sponsored sales, service or technical training
•Apple Training Alliance (ATA) courses
•3rd party certification or technical training dedicated to Apple
(next column)
Required Content
•Seed/Demo/Training Equipment must be used for market development, training, or sales generation activities
•Must be an Apple sponsored or Apple focused sales, service or support seminar or event
•Trade shows, industry events, or conferences with Apple Focus
•Apple product or solution oriented
AppleFund Program Guidelines
(page 8)
Service and Support
Eligible Activities
•Apple CPU and/or CD ROM drive dedicated to service business operations
•Apple produced manuals or CD ROM discs
•Service certification course fees or support training
•Software or hardware diagnostic tools purchased from Apple only/Take-Apart Tools
•Service management software application running on the Macintosh platform
•Service contract business literature/support business literature
•Apple Technical AnswerLine™ or Apple Support Professional subscriptions
•AppleLink Fees
(next column)
Required Content
•Improvement of the performance of Authorized Apple Reseller’s staff in the service or support of Apple products during pre and post-sale activities
Apple Dedicated People
Eligible Activities
•System engineers supporting Apple focused solutions
•Technical support for Apple installations
•Consultants developing Apple oriented networks, solutions, etc.
