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Member Orientation & Reference CORPORATE OFFICE: 2010 W PARKSIDE LANE, SUITE 100 PHOENIX, AZ 85027 855.988.7233 phone n 855.932.9669 fax OFFICE LOCATIONS: n Phoenix, AZ n Mesa, AZ n Tucson, AZ n Dallas, TX WEBSITES: n www.valuecardalliance.com n www.valuecardalliance.com n www.valuecardalliance.com n www.valuecardalliance.com

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Contact Information For your convenience, we have provided this space for you to fill in your personal VCA contact information. Member Business Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Account Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Contact Name. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Log In User Name. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Password. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Trade Broker Name. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Trade Broker Email . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Local VCA Office Address. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Local VCA Office Phone. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .


Table of Contents The Value Card Alliance Network. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Putting VCA to Work for You. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Transaction Materials. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Advertising Using VCA. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Your Monthly Statement. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 VCA Rules & Fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Tax Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 VCA Online . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Directory & Membership Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 VCA Marketplace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10 Travel Options & Advertising. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 VCA Healthcare Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Your Personal Barter Budget. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Your Business Barter Budget . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14


Value Card Alliance Network Improve your Bottom Line

As the fastest growing barter exchange on the west coast, Value Card Alliance has taken the commercial trade concept to a whole new level.

VCA dollars earned from new customers can be used to offset current and future cash expenses, keeping cash in your bank account.

VCA will help your company generate new sales, increase revenue and improve your bottom line.

Value Card Alliance Trade Directors and our online Marketplace make it easier to buy and sell products and services.

Generate Sales Gain new customers by selling your products and services through the Value Card Alliance exchange for VCA dollars. Get access to thousands of potential new customers through the industry’s largest privately owned exchange.

To attract new customers: n Promote your business through your Trade Broker n Advertise

Increase your Revenue New sales made in VCA dollars increase revenue and provide more purchasing power.

your business using our website, www.valuecardalliance.com, newsletters and email blasts

n Treat

VCA customers the same way you would like to be treated

FOR DINING OPTIONS, GO TO WWW.VCADINING.COM n FOR iPHONE APP, GO TO APP STORE AND DOWNLOAD VCA MARKETPLACE n

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Putting VCA to Work for You Membership Provides:

As a seller, you can accept sales online, using a VCA transaction slip or any signed document authorizing payment of VCA dollars. Sellers should call the authorization number at 885.988.7233x3 or go online to www.valuecardalliance.com to receive an authorization guaranteeing payment. Once authorized, funds are immediately transferred to the Seller’s account. It’s that simple.

n Thousands of members who

are potentioal clients

n A 24/7 authorization

process for transactions, eliminating collections

n A line of credit (subject

to VCA terms and conditions)

Account Management VCA records sales as deposits and purchases as withdrawals to your account.

We offer credit lines upon approval and help market your business. Does your bank do that?!

Monthly statement detail your transactions, just like a bank statement.

Value Card Alliances are created...

Ad executive books hotel space for presentations...

Contractor buys flowers for his girlfirend...

Florist launches an ad campaign to increase sales... 2


Transaction Materials VCA Transaction Slips

Other Transaction Options

Transaction slips are your Value Card resource for tracking sales. These are not required, but are commonly used by vendors who wish to differentiate VCA sales from cash sales.

n

Pay online at www.valuecardalliance.com

n

Signed invoices authorizing payment through VCA

n

Faxes and or emails from buyer authorizing payment through VCA

TRANSACT IO N S L IP

Transaction Slip

Scrip or Gift Certificate Scrip is a prepaid transaction, similar to currency. It is useful for employee incentives, customer relations and more. There are two types of gift certificates. The first is a restaurant certificate, valid for all VCA members. The second is a business specific certificate valid for a specific VCA vendor.

Restaurant Scrip

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VCA Transactions Buyer Transactions

Authorizations are not required for transactions using scrip. Payments are guaranteed as long as scrip rules are followed (i.e., expiration dates, etc.).

To make a purchase, check your VCA online Directory (www.valuecardalliance.com) or call your Broker. Identify yourself as a VCA member. Speak with the contact person provided by your Trade Broker or listed in the Directory. Have your VCA account number or scrip available to complete the purchase.

Note: It is not necessary to send VCA your transaction documents. Once you have received an authorization, the funds have been transferred to your account. Buyers have 30 days from their next statement to dispute charges. Sellers should keep their proof of purchase. Redeem VCA restaurant certificates by mailing to the VCA office.

Seller Transactions When a customer identifies himself as a VCA member, discuss your products and services as you would for a cash customer. Inform him up front if only certain products are available through VCA. If you only accept scrip, let the buyer know they will need to purchase it from their local VCA office.

Questions? Call your Trade Broker.

Transaction History n

Log in to your account.

n Under

n

Remember to get an authorization number before providing your product or service. This is for your protection­—it not only guarantees the buyer’s account has the funds for the transaction, but it transfers those funds to your account.

Transaction, click on My Transactions. Select the Date Range you wish to view.

Online Account Balances Your account balance and current account summary is available at the top of many pages while navigating the Value Card Alliance site.

Complete the buyer and seller information on any documents you would use to complete a normal sale. The seller is responsible for collecting and remitting taxes for transactions. 4


Understanding Your Statement

1

2

4 3 5

1. Statement period 2. Detailed statement transactions 3. Credit line available

4. Statement ending balance 5. Total service fees due

Statements: Current & Previous You will receive your monthly statement by email (postal mail is available upon request). Statements for current and past months are also available online. n

Log in to your account at www.valuecardalliance.com

n

Under the Logged box, click on My Statements.

n

Click on the date of the statement you wish to view. 5


VCA Rules & Fees Primary Rules

Fees

n Sell all products and

On a monthly basis VCA charges cash and VCA dollar transaction fees based on each transaction value. Fees are paid automatically by credit card or bank EFT through our Autopay system.

services for 100% VCA (up to $5,000 per transaction). VCA can offset cash costs, resulting in net profit increase. n Charge members using your

Each transaction fee is 5% in cash plus 2.5% in VCA dollars. This is in addition to a $5 monthly cash fee.

regular sale prices. Discounts, promotional pricing and coupons are not required.

Members whose credit cards are declined or have insufficient funds will lose Preferred Status benefits, including lines of credit. Unlike other exchanges, Value Card Alliance charges no initial membership, annual or minimum fees. No hidden charges.

Value Card Alliance Rules and Procedures provide a framework for a fair and equitable transaction environment for all members. To view complete rules, visit the VCA site at www.www.valuecardalliance.com

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Tax Accounting FAQs About VCA Transactions & Income Taxes

The following information relates to VCA transactions and state and federal taxes. Please read it carefully.

Q: Are there any taxadvantages or disadvantages? A: VCA revenue should be viewed as cash. There are no inherent tax advantages or disadvantages in using VCA. Generally speaking, as with cash income, business related VCA dollar purchases are deductible. Consult your tax advisor for further clarification. Q: What constitutes income in VCA transactions? A: VCA revenue is earned by members when VCA dollars are posted to your account. Q: In what year are VCA dollars taxable? A: VCA dollars earned from your VCA sales should be included as income for the tax year in which they were earned. Q: How do I know how much VCA income to include in my tax return? A: VCA will compute the proceeds from your sales, submit a 1099-B Form to the IRS at year end and provide you with a copy of this information. More Questions? Contact your Tax Advisor.

n VCA sales, like cash sales,

must be included in income reported to the IRS. n With VCA dollars, there are tax consequences just as though it were cash. For more information, talk to your tax advisor. n The TEFRA Act of 1982 designated exchanges and marketplaces such as Value Card Alliance as third-party record keepers on a par with banks, credit card companies, and other custodians of taxpayers’ financial records. n Exchanges also have a responsibility to provide the IRS with information on the trade sales of each member on Form 1099-B, “Proceeds from Broker and Barter Exchange Transactions.” You, as the taxpayer, are required by law to give your trade exchange your taxpayer identification number (your Employer Identification Number or Social Security number), which is needed to prepare the 1099-B Form. 7


VCA Online Accessing the Website

Log In/Log Off

The website is your 24 hour, seven day a week Trade Broker.

To access the website, log in with the email address provided to VCA and the password generated by the VCA system or set up by you.If you have not received your password or you are not able to gain access, click on Forgot Your Password? or call your local VCA trade broker.

From this site you can: n View items for sale n View your statements n Buy products and services n Check your account balance n View the Member Directory n Make changes to your profile n View rules and procedures n Pay your fees n Shop in the VCA Marketplace

To log in: n Go to www.valuecardalliance.com n Enter your email address and password. n Click on Go. For security purposes, login sessions automatically expire after a period with no activity. We recommend that you log off from the site when you leave our site or your computer. To log off, simply close your web browser.

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Think Smarter; Think Barter You can search for local and national members in multiple ways. These include “sort by� directories or specific search criteria.

Membership Search

Directory

n Type

in your search criteria

n Log

n Click

on a Category

n Log

n Choose

Local

into your account

n Choose Full List n A new window will

with your selection

into your account Search Global or

Choose a local Arizona only search or a nationwide Alliance search.

pop up

Full List is sorted by Category and provides you with a list of all local vendor members.

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The VCA Marketplace Shopping the VCA Marketplace

n Your

item is now listed for sale and may be purchased in the VCA online Marketplace

VCA Marketplace is a fantastic resource for using VCA trade dollars. Items are available across the country 24 hours a day, seven days a week. n Log on to your account n Select one of the Marketplace features n Click on a category or product n View the ad n Add an item to your shopping cart n Check out n Congratulations! You just made an online purchase

When a purchase has been made, the funds will be transferred immediately to your account and you will be notified of shipping instructions.

Email/Fax Updates You will receive a daily email update from our office and a weekly fax with local and national information highlights including: n Classifieds n Travel n New Members n Information updates

There is a quick search located in the upper right hand corner of each page for nationwide searches of products and services.

Placing an Ad VCA clients you may place an ad in any of our publications or on our website at no charge and with few limitations.

Posting a Marketplace Item

Ads in our emails/faxes must be received by email by the Monday prior to the publication date.

Have a product or service that you would like to offer the local or national market? You can create an online barter store anytime. n Click on List Items n Select Add Item n Fill in the appropriate information n Type in your item description n Upload up to five photos 10


VCA Travel Options Value Car Alliance is the leader when it comes to barter travel. With over 10,000 destinations worldwide, we are confident we can make your next vacation or business trip surpass your expectations. Booking travel through VCA saves time and cash, easily adding up to thousands of dollars yearly. Our talented team is dedicated to making your travel unforgettable. Making travel arrangements is time consuming, so don’t waste precious time searching for

accommodations. VCA’s travel department can help you and your staff find travel quickly and efficiently.

Advertising works. How does it work? Determine your primary target market, strategize how to reach them and be consistent in your efforts. It is not always easy to remain focused and it usually requires money. VCA’s marketing team possesses the knowledge and resources to help guide your business towards a successful long term campaign—without the use of cash. Know the value of advertising to bring in new business.Contact your local VCA Trade Broker to discuss how we can design a whole new marketing campaign or work in concert with your existing cash efforts. Options include: n Radio n Television n Direct Mail n Newspapers n Magazines n Internet n Public Relations 11


VCA Healthcare Solutions Overview

Why Offer Health Benefits?

VCAHCS is the first fully automated health care package on barter in the US. This program allows employers to purchase individual wellness packages for their team members. Medical flex spending packages are available in several price ranges. The determined amount can be used for covered services with any Wellness provider in our network with no out-of-pocket expense to the employer or team member. Included is an interactive informational database of providers, plus member personalized, privatized medical and dental websites.

Whether your business is small or large, providing health care assistance to your employees/ team members will help retain existing employees and secure quality staff in the future. Some form of health care assistance is becoming a necessity, especially if your company involves any procedures that may pose health risks to workers.

Increase Employee Loyalty A major benefit of offering health assistance for your business is employee loyalty. With this incentive, employees work with more commitment, increasing productivity and profits. Health care assistance is also a tax deductible business expense. The VCAHCS (which is 100% VCA) offers discounts for teams of 10+ persons.

Online Tools Members can reduce paperwork through easy tracking. With online enrollment, members have quick access to eligibility, ID cards and member materials. The Value Card Alliance Health Care Solutions portal allows benefit administrators to change member status directly from their desktops, add/delete employees and transfer benefits. Once the account is active and online, full immunization charts for each family member, can be uploaded, medical records stored securely and accessed from any computer in the private portal.

Go to www.ValueCardSolutions.com

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Think Smarter; Think Barter Use these pages to estimate your expenses Note: Not all items will be available in every marketplace. Your Trade Broker can guide you.

PERSONAL Expenses Apartment Rental

$ ____

Kennels

$ ____

Alterations

$ ____

Landscaping Services

$ ____

Amusement Parks

$ ____

Lighting Fixtures

$ ____

Appliance Refinishing

$ ____

Mattresses

$ ____

Art

$ ____

Medical Services

$ ____

Awnings/Canopies

$ ____

Nurseries

$ ____

Bakeries

$ ____

Optometrists

$ ____

Bathtub Refinishing

$ ____

Party Rentals/Services

$ ____

Beauty Shops & Barbers $ ____

Pet Grooming

$ ____

Bed/Bath Linens

$ ____

Pet Supplies

$ ____

Caterers

$ ____

Pool Cleaning/Service

$ ____

Children’s Camp

$ ____

Real Estate

$ ____

Chiropractors

$ ____

Real Estate Services

$ ____

Cleaning Services

$ ____

Restaurants

$ ____

Contractors

$ ____

Schools

$ ____

Clothing/Shoes

$ ____

Sports Equipment

$ ____

Daycare

$ ____

Tanning

$ ____

Drycleaning

$ ____

Travel

$ ____

Dentists/Orthodontists

$ ____

Upholstery

$ ____

Floor coverings

$ ____

Vacuum Cleaners

$ ____

Florists

$ ____

Veterinary Services

$ ____

Furniture

$ ____

Water/Air Purification

$ ____

Giftware

$ ____

Wedding Services

$ ____

Health Clubs

$ ____

Window Tinting

$ ____

Hot tubs

$ ____

Window Treatments

$ ____

Jewelers

$ ____

Total Estimated Purchases:s $ ____ 13


BUSINESS Expenses Accounting Service

$ ____

A/C Services Architects Awnings/Canopies Banquet Facilities Carpet Cleaning Catering Cleaning Supplies Computer Repair Computer Software Courier Services Contractors Floor Coverings Graphic Design Janitorial Lawyers Medical Services Moving & Storage Office Furniture Pest Control Plumbing Services Printing Real Estate Real Estate Services Rental Space Schools & Training Security Systems Silk Screening Stationery Phone Equipment Upholstery Uniforms Window Tinting

$ ____ $ ____ $ ____ $ ____ $ ____ $ ____ $ ____ $ ____ $ ____ $ ____ $ ____ $ ____ $ ____ $ ____ $ ____ $ ____ $ ____ $ ____ $ ____ $ ____ $ ____ $ ____ $ ____ $ ____ $ ____ $ ____ $ ____ $ ____ $ ____ $ ____ $ ____ $ ____

Advertising Agencies Direct Mail Graphic Design Incentives Magazines Mailing Services/Lists Public Relations Radio & TV Signs & Graphics Specialties Vehicle Wraps Web Services

$ ____ $ ____ $ ____ $ ____ $ ____ $ ____ $ ____ $ ____ $ ____ $ ____ $ ____ $ ____

Travel/Entertainment Car Rental Hotels & Motels Limousine Services Night Clubs Restaurants Theaters

$ ____ $ ____ $ ____ $ ____ $ ____ $ ____

Automotive Accessories Body & Paint Detail Auto Glass Maintenance/Repair Tinting Towing Transmissions

$ ____ $ ____ $ ____ $ ____ $ ____ $ ____ $ ____ $ ____

Total Estimated Purchases: $ ____


Member Orientation & Reference CORPORATE OFFICE: 2010 W PARKSIDE LANE, SUITE 100 PHOENIX, AZ 85027 855.988.7233 phone n 855.932.9669 fax OFFICE LOCATIONS: n Phoenix, AZ n Mesa, AZ n Tucson, AZ n Dallas, TX WEBSITES: n www.valuecardalliance.com n www.valuecardalliance.com n www.valuecardalliance.com n www.valuecardalliance.com

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VCA Member Orientation