ILIA Carrier Factory Authorized Dealer Program Guide

FACTORY AUTHORIZED DEALERS

The Carrier® Factory Authorized Dealer program is much more than a label and a logo. It’s a program that reflects the vision and values exemplified by Willis Carrier, the inventor of modern air conditioning. Becoming a Factory Authorized Dealer requires a commitment to quality, customer satisfaction, education, training, and certification. It focuses on delivering real serviceimproving customer satisfaction with the Carrier brand by diligently evaluating and improving business practices at all levels.

The Factory Authorized Dealer distinction represents a dealer who embodies excellence - who delivers on the promise day in and day out. It represents a set of standards and integrity the dealer honors and the consumer will trust.

DEALER LOCATOR

The Dealer locator is a factory exclusive service to Factory Authorized Dealers that allows customers to search for dealers in their area and gathers third party reviews for them in one place. FADs will be listed above non-FADs on the Dealer Locator.

Priority Ranking = More Opportunity for Leads

CAPTURE MORE LEADS FROM THE FACTORY’S CONSUMER WEBSITE OR YOUR OWN WEBSITE 24/7

Meet growing customer expectations and capture more leads by offering the opportunity for a potential customer to schedule online with you at any time of the day either through the Factory’s consumer website or your very own dealership website.

The Factory has teamed up with Dispatch.me™ to deliver you online scheduling and other valuable tools. Leads from the Factory’s consumer website, or your own are, delivered directly to your inbox or to anyone you assign.

DEALER LOCATOR AND ONLINE LEAD GENERATION

ADD ONLINE SCHEDULING TO YOUR WEBSITE

As an added benefit of being a Factory Authorized Dealer, you can add online scheduling and expand your lead generation opportunities on your own dealership’s website by adding a personalized Schedule Now button to it.

When consumers visit your website and click on the “Schedule Now” button, they will be connected to your personalized online booking page. Similar to the leads that come from the Factory’s consumer website dealer locator, a lead notification will be immediately sent to your inbox when a customer submits an appointment request through your booking form. You can continue to manage these leads through the Dispatch.me portal, at no added cost.

COOL CASH

Cool Cash is a seasonal rebate program where homeowners can earn up to $1,550 by purchasing qualifying Carrier branded products.

View full program details by viewing the Spring 2023 Cool Cash Program Guide.

Promotion Objective

Carrier’s Cool Cash promotion is designed to promote sales of Carrier systems in the residential add-on and replacement market. Carrier aims to offer a competitive consumer rebate program to stimulate off-peak sales and to help drive sales mix to Infinity® Series Equipment.

2023 Spring Program Dates

Sales Period: March 6 - May 26

Claiming and Installation must occur within 45 of the date of sale. Last day of claiming is July 10, 2023.

• Promotion terms subject to (1) product availability and (2) change or cancellation without prior notice. No substitutions will be accepted. Contact your territory manager or Habegger marketing if you have questions.

For full promotion guidelines, refer to Spring 2023 Carrier Cool Cash Guidelines available on HVACpartners.

FACTORY AUTHORIZED DEALER AWARDS

CARRIER PRESIDENT’S AWARD

The President’s Award is an annual award presented to a select group of Carrier Factory Authorized Dealers who achieve high scores on a set of criteria established each year by the Carrier brand. The President’s Award uses a weighted matrix that levels the playing field among FAD’s of all sizes.

The award criteria will support and maintain a continual emphasis on sales leadership and on identifying dealers who are model Factory Authorized Dealers.

The following requirements must be met in order for the FAD to be eligible for the President’s Award:

• Be compliant with ALL FAD requirements - see the FAD requirements section on HVACpartners.

• Meet or exceed the required score on the President’s Award scorecard.

CARRIER DEALER HALL OF FAME

As recognition for a lifetime of service, the Carrier Dealer Hall of Fame raises up those individuals whose abiding integrity in action has been the result of their resolute commitment to high principles. In lean times as well as prosperous, these dealers have demonstrated an unwavering determination to be of service, to give back, and to stand behind each and every promise to their associates, employees, customers and communities.

The Carrier Dealer Hall of Fame is a lifetime achievement award, given to a person who exemplifies the dedication of a life and a lifetime of service and contributions to the industry, the Carrier brand, the employees, the customers and the community. Award criteria includes:

• Dealer (principal or owner) and his/her dealership must each have a minimum of 20 consecutive years of Carrier service where Carrier represents a significant/majority share of business

• Must be Factory Authorized Dealer

• Dealer should be toward the end of their career, as this is a lifetime achievement award

100% SATISFACTION GUARANTEE

Powerful consumer selling tool

Carrier® guarantee to the consumer/ “Authorized by manufacturer”

Used by successful retailers

Differentiates you from the competition

Adds value

DONE.

Expertly. Efficiently. Professionally.

RIGHT.

Right Technically. With the Right Parts. Right for the Environment. Right by You.

GUARANTEED.

If for any reason the original purchaser is not satisfied with their Carrier® system, the original installing contractor will repair the problem to their satisfaction or remove the Carrier® products and refund the purchase price, subject to the Conditions and Limitations

For more information

Go to HVACPartners.com.

After logging in, click on: Marketing Tools > Programs & Promotions > FAD > Quick Links > Satisfaction Guarantee

The 100% Satisfaction Guarantee is not to be used in situations where a regular warranty will suffice. The 100% Satisfaction Guarantee can only be used as the final step when all other means of resolving a problem have failed.

The Income Extension program is a dealer loyalty program that can supplement an enrolled Participant’s income beginning as early as age 62. The program is designed for the loyal dealership that aligns its operations and promotions with the brand.

Participants build credit towards the payment of a lumpsum deferred income benefit by continuous Dealer compliance with the Program eligibility requirements, some of which include:

1. Select Carrier as its supplier for at least 75% of its needs for heating, ventilation, and air conditioning (“HVAC”) equipment;

2. Be enrolled as a Factory Authorized Dealer (FAD) at the time of enrollment and maintain FAD status;

3. Advertise and identify exclusively with the Carrier or Bryant brand on all Dealer signage, vehicles, websites, and social media accounts;

4. Accurately complete and return annual paperwork;

5. Maintain at least one active accruing Participant in the program at all times;

6. Remain open for business

7. Purchase the minimum level of designated Carrier or Bryant products on behalf of the Participant for a total of at least five (5) years.

A dealer’s total annual purchases of Carrier branded “Designated Products” are reported to Carrier Corporation by the Distributor and, if the Dealer purchases the minimum level of Carrier Designated Product, the Participant received credit toward a deferred income benefit based on the tier levels set forth in the Program Benefit Schedule in effect at the time of purchase.

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GET REWARDED FOR PURCHASES YOU’RE ALREADY MAKING WHEN YOU RETIRE

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Contact your TM, go to www.fieldedge.com, call 800-226-7529 or email sales@fieldedge.com.

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WELLS FARGO RETAIL FINANCING

Wells Fargo, Bryant’s retail financing provider, offers a wide range of financing terms, interest rates & promotions, and the consumer approval process is quick and easy. Bryant Dealers can find a wealth of information on the latest offers, credit terms, application process, etc. at HVACPartners.com

Go to HVACPartners.com. After logging in, click on: Marketing Tools > Programs & Promotions > Incentives & Financing > Consumer Financing Or, contact Wells Fargo client processing via phone at: (800) 551-5111 or (888) 206 -0858

MICROF FINANCIAL SERVICES

Microf offers unique lease purchase options designed for homeowners with challenged credit or for those who cannot be approved for traditional prime financing offers.

Microf financing solutions differ from traditional loans:

• 100% financing available

• Minimum financial requirements

• Hassle-Free Financing

• Microf offers fast approvals

Offering multiple Financing and Leasing options in a single application has never been easier. Wells Fargo and Microf have joined forces to build an integrated application within the SpectrumAC platform. SpectrumAC provides a single source for all the current Wells Fargo products, promotional offerings, and for the Microf Lease-Purchase options for customers declined by Wells Fargo.

Microf’s SpectrumAC application waterfall with Wells Fargo

https://Microf.com

Enroll: https://dealer.microf.com/RegisterAsContractor/ Email: AM@Microf.com

Contractor Support Line: 855.498.8200

Contact Microf Account Managers to schedule a quick refresher training and/or enroll to offer Microf’s alternative lending option to your customers

Cool Cash Rebates

Dealers may not claim the EcoHome Financing Promotion on the same sale that a Carrier Cool Cash rebate is claimed.

FINANCING

IMPORTANT: The FAD must use either the Cool Cash rebate or a EcoHome Promotion financing plan, the factory authorized dealer can only claim reimbursement for either the rebate OR the financing, not both.

Carrier EcoHome Qualifying Plans

1 Please refer to the Wells Fargo Credit Card Agreement for details about credit costs and terms for consumers. Wells Fargo is a registered trademark of Wells Fargo & Company.

2 Rates effective March 13, 2023. The discount rate is the fee charged to you for regular or special terms; it will be deducted from the amount funded to you. We may change the discount structure in any way at any time by advising you in advance in writing.

1 Please refer to the Wells Fargo Credit Card Agreement for details about credit costs and terms for consumers. Wells Fargo is a registered trademark of Wells Fargo & Company.

3 No-Interest if Paid in Full: The interest accumulates during the promotional period. Interest is added into the customer account balance if the account is not paid in full during the promotional period. If the customer pays the balance in full before the promotional period expires, they pay no interest.

2 Rates effective March 13, 2023. The discount rate is the fee charged to you for regular or special terms; it will be deducted from the amount funded to you. We may change the discount structure in any way at any time by advising you in advance in writing.

4 Regular monthly payments are generally 3.5% of the amount financed, or $40, whichever is greater. See credit card agreement for details.

3 No-Interest if Paid in Full: The interest accumulates during the promotional period. Interest is added into the customer account balance if the account is not paid in full during the promotional period. If the customer pays the balance in full before the promotional period expires, they pay no interest.

4 Regular monthly payments are generally 3.5% of the amount financed, or $40, whichever is greater. See credit card agreement for details.

** Maximum rebate for qualifying financing offer is $1,500. If one unit is installed per residence, this is considered one claim and the maximum reimbursement is $1,500. If one system is installed per residence, this is considered one claim and the maximum reimbursement is $1,500. If multiple systems are installed per residence, each is considered one claim and the maximum reimbursement is $1,500 per system.

** Maximum rebate for qualifying financing offer is $1,500.

Updated: 02/28/2023

If one unit is installed per residence, this is considered one claim and the maximum reimbursement is $1,500. If one system is installed per residence, this is considered one claim and the maximum reimbursement is $1,500. If multiple systems are installed per residence, each is considered one claim and the maximum reimbursement is $1,500 per system.

Eligible Sales

Eligible sales must be to homeowners in the U.S. Only Carrier systems/units sold as a replacement for the homeowner’s existing system units or as an add-on to an existing home qualify. The following sales are NOT eligible for this promotion:

•Commercial or institutional applications

•Residential new construction applications or upgrades

•Multi-Family applications

•Investors/investment properties

Bryant Flex

Dealers may not claim the EcoHome Financing Promotion on the same sale that a Carrier Cool Cash rebate is claimed.

IMPORTANT: The FAD can use both Carrier Cool Cash and an EcoHome financing plan, however, the factory authorized dealer can only claim reimbursement for either the rebate OR the financing, not both.

Dealer Reimbursement

For each eligible financing reimbursement**, FADs have 45 days from the date of the sale to (1) install the qualifying equipment, (2) file the financing promotion claim on CarrierIncentives.com, AND (3) process funding through Wells Fargo Retail Services for the homeowner financing transaction.

See Full program details on HVACpartners.

EcoHome Financing is the year round financing offer specific to Carrier Factory Authorized Dealers, from Wells Fargo.

All Factory sponsored programs offered through Wells Fargo.

120 Months

1-20 Minutes

Full Year Financing, Cool Cash Sales Period, and when rates are more competitive than other financing options

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HABEGGER RESOURCES: HVAC PARTNERS AND MY LEARNING CENTER

All Carrier Dealers have access to the factory’s informational website, HVAC Partners. This comprehensive website is referred to as the “single source,” and that designation is not far off.

Upon logging into HVACPartners.com, dealers will find a wealth of information, available 24/7 on the web:

• PRODUCTS - Cut sheets on the entire Carrier product lineup are available, along with key product data. In addition to the basics. HVAC Partners contains a complete library of product data and literature.

• LITERATURE - A massive database of product literature is at your fingertips on HVAC Partners, including Installation Manuals, Product Data and Wiring Diagrams for Carrier equipment, new and old.

• MARKETING - Access to Marketing Programs, Financing Programs, Dealer Programs and Promotions, Cool Cash, the Ad Kit (including Radio, TV, and Print materials), Brochures, High-Quality Logos and Product Images... it’s all on HVACPartners.com

• PIC (Parts Information Catalog) - Found on HVACPartners.com, PIC is a comprehensive database of parts. Enter tour equipment model number (old or new), and instantly get your hands on a full list of part numbers and equipment schematics.

Not registered? go to www.hvacpartners.com and select “Register as a New User.”

My Learning Center

This online training portal provides both online and in-classroom courses that qualify for FAD Factory and Distributor training Credit. Visit www.mlctraining.com.

Self-Paced Online or Instructor-Led Online Courses

• Courses designed and taught by HVAC industry professionals

• Tactical, real-world information to drive business results and sales across the kitchen table

• Courses that can help you make more money and simplify running an HVAC business

• Online courses (both self-paced and instructor-led) are available and allow your staff to take courses without leaving the office

• Extensive selection of courses in multiple business areas

To enroll, log on to HVACpartners.com and navigate to the Learning Center > My Learning Center >> Click Checkout to pay with a credit card.

FAD 50% Co-op Program at 0 cost Incentive Trip Opportunity

FACTORY AUTHORIZED DEALER TIER BREAKDOWN

All FAD Benefits

Business Coaching

Evaluator Free EGIA Training

Trip Meeting 25% off Dist. Training 25% off Tech Training**

All FAD Benefits EGIA Business Coaching Business Evaluator Free EGIA Training Annual Trip Meeting

50% off Dist. Training 50% off Tech Training** Choose or Parts Rebate Program

All FAD Benefits EGIA Business Coaching Business Evaluator Free EGIA Training Tickets to EPIC Enhanced Annual Trip No Charge Dist. Training** No Charge Tech Training Choose or Custom Marketing Parts Rebate Program

For Pricing TM will provide details

* For companies with more than 35 employees, some additional costs may be incurred for this program

** Tech training by Habegger only, not HVAC Partners or Factory training events

HABEGGER RESOURCES: DEALER ADVISORY COUNCIL

ANNOUNCING HABEGGER'S DEALER ADVISORY COUNCIL

Meet your Illinois/Iowa Region Dealer Advisory Council. This group of dealers will help Habegger develop new initiatives as well as be the sounding board for the overall Habegger dealer base. If you have feedback on initiatives, talk to your TM, other Habegger team members, or talk to one of these gentlemen. They'll provide feedback based on all dealers not just themselves. Habegger is leading the way! Challenge accepted!

When programs, initiatives or events are communicated you'll see this DAC approved logo and you'll know it's created with the feedback and direction of this group of your peers.

Bill Birch Birch Heating & Cooling

Brent Braker Garber Heating and Air Conditioning

Bill Brandt Brandt Heating and Air Conditioning

Tom Gabrilson Gabrilson Indoor Climate Solutions

Bob Goskusky Town & Country Services

Joe Goskusky Town & Country Services

Randy Keys Schaal Plumbing, Heating and Cooling

Brian Kinman Arnold Brothers Heating and Cooling

Travis Rose Rose Heating and Air Conditioning

A comprehensive HVACR application that collects measurements, aggregates data, diagnoses faults, analyzes systems, and educates HVACR technicians.

2ND WEDNESDAY OF EVERY MONTH

I. What’s New

II. Tech Talk

III. Topic/Theme of Meeting

IV. Sales Initiatives / Promotions

ILLINOIS&IOWADEALERADVISORYCOUNCIL

SCAN THE QR CODE TO REQUEST ACCESS TO OUR PODCAST

COMPANY CONTACTS

OFFICE LOCATIONS

CEDAR RAPIDS

M-F 7:00a - 4:30p

1050 W. Bloomington Rd Store Manager: Bobby Davidson Champaign, IL 61821 bobbydavidson@habeggercorp.com phone: 217.351.4328 I fax: 217.352.4889

CHAMPAIGN

M-F 7:00a - 4:30p

740 Capital Drive SW, Ste C Store Manager: Mike Dennis Cedar Rapids, IA 52404 mikedennis@habeggercorp.com phone: 319.363.4328 I fax: 319.363.5665

PEORIA

M-F 7:00a - 4:30p

2220 West Altorfer Dr Store Manager: Dan White

Peoria, IL 61615 danwhite@habeggercorp.com phone: 309.691.4328 I fax: 309.693.2665

ROCK ISLAND

M-F 7:00a - 4:30p

437 2nd St Store Manager: Brett Molsberry Rock Island, IL 61201 brettmolsberry@habeggercorp.com phone: 309.793.4328 I fax: 309.793.7710

SPRING VALLEY

M-F 7:00a - 4:30p

515 South Spalding St Store Manager: Trent Giosta Spring Valley, IL 61362 trentgiosta@habeggercorp.com phone: 815.663.8437

SPRINGFIELD

M-F 7:00a - 4:30p

2900 Old Rochester Rd Store Manager: Steve Meyer Springfield, IL 62703 stevemeyer@habeggercorp.com phone: 217.789.4328 I fax: 217.789.6310