2014 GM Business ChoiCe - Parts Midwest...• 2012-2013 Accessory or Upfit Cash: 14-36B1 For Business Choice eligible vehicles sold on/after october 1, 2013: gM Fleet action Center

2014 GM Business ChoiCe DeALeR ReADiness GuiDe

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Closing sales, Building owner loyalty and inCreasing serviCe retention rates...

Business Choice is a simple, customer-centered program that offers our customers an industry exclusive combination the competition can’t match. Business Choice combines a scheduled maintenance plan with an Upfit Cash Allowance or GM Accessory Cash Allowance. For you, this means Business Choice pays off two levels:

1. It assists commercial customers with upfitting their work vehicles so it helps you close deals

2. It has one of the highest levels of owner loyalty across our commercial customer base and for you this translates into increased repurchase rates

The program is a win-win for you and your customers:

• Offering a maintenance component increases purchase consideration by 72%

• No other manufacturer – not Ford, Dodge/Ram or Nissan – offers their commercial customers a combination of vehicle specific upfit cash AND scheduled maintenance

– Ford doesn’t offer maintenance at all

– RAM/Dodge offers maintenance as one of three options – upfit cash, a graphics package, or maintenance

• Commercial customers rely on their vehicles to get the job done so downtime is expensive for them. This makes reducing downtime their #1 priority. Commercial customers want you to be a ‘trusted’ advisor and the Multi-Point Vehicle Inspection can help you fulfill that role. Use it to:

– Identify and fix necessary problems when the customer’s truck is in your shop

– Disclose future service needs and schedule a service appointment for those needed services

– Increased dealer profitability

Take full advantage of the program’s features and benefits. The GM Accessories or upfit cash options and the Business Choice or divisional Maintenance Plan give you a powerful tool to help close upfitted commercial vehicle sales.

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a siMPle struCture

For 2014, your commercial customers benefit from an unbeatable combination of vehicle specific upfit cash AND scheduled maintenance.• 2012-2013 model vehicles are eligible for the Business Choice Business Maintenance Plan as shown below• 2014 model year vehicles will receive the Chevrolet Maintenance Plan as shown below

GM Business Choice is also “stackable” with other incentives that may be available at time of delivery.

2012-2013 My Business Choice Business Maintenance Plan

2014 My Chevrolet Maintenance Plan

2 Years / 30,000 Miles1 2 Years / 24,000 Miles1

Up to four maintenance events for diesel2 enginesUp to six maintenance events for gas engines with dexos 1 Four maintenance events (gas or diesel3)

Lube-Oil-FilterSingle rear-wheel tire rotations4

Multi-point vehicle inspection4

Lube-Oil-FilterSingle rear-wheel tire rotations4

Multi-point vehicle inspection4

1 Whichever comes first. 2 Diesel Exhaust Fluid not included. 3 Diesel Exhaust Fluid included. 4 Fluid top-offs, air filters and wheel alignment and balancing not included. Dual-rear wheel tire rotations may be subject to an additional charge.

uPFit CasH and gM aCCessories

Cutaways:• Customers can receive a

$500 – $1,200 variable Upfit Cash allowance with a minimum $500 upfit purchase. The Upfit Cash Allowance can also be applied to a body transfer.

Cargo vans: • Customers can receive

a $500 – $1,200 variable Upfit Cash allowance with a minimum $500 upfit purchase.

– or –• No-Charge Ship Thru

Packages from Adrian Steel on any one of three qualifying packages

3 Commercial Bin – R7T 3 ProAccess – R7Q (PRP) 3 Left-hand Door – R7T (E26)

Chassis Cabs: Customers can

receive $750 toward eligible

upfit equipment or a body transfer.

Heavy duty truck: Customers can choose between:• $1,000 toward eligible

GM Accessories

1500 truck, Passenger van and avalanche: Customers can choose between:• $400 toward eligible

GM Accessories

– or – – or –

• $500 Upfit Cash

• Plus an additional $500 Upfit Cash good toward the purchase of a snow plow upfit.* The customer can also choose to apply this amount toward a snowplow transfer and purchase of a new mounting bracket. This additional Upfit Cash gives your customer a total of $1,000 to make their truck snow-plow ready.

• $200 Upfit Cash

• Plus an additional $200 Upfit Cash good for the purchase of a snow plow upfit.* The customer can also choose to apply this amount toward a snowplow transfer and purchase of a new mounting bracket. This additional Upfit Cash gives your customer a total of $400 to make their truck snow-plow ready.

* To qualify, the vehicle must be equipped with the VYU snow plow prep package.

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CustoMer eligiBility

To be eligible for Business Choice, your customer has to be able to answer “Yes” to three simple questions. Your customer will also need to furnish you with a copy of an eligible business document to verify their small business ownership.

types of CustomersA sampling of potential GM Business Choice customers include: • Construction • Agriculture • Service • Retail • Plumbing • Heating & Cooling/Electrical • Manufacturing • Transportation • Landscaping • Delivery • Painting • Catering

eligibility QuestionsAny customer who can answer “Yes” to these three questions is eligible for GM Business Choice:1. Are you a business owner?2. Is the vehicle used in the day-to-day operation of your business and not solely for

transportation purposes?3. Can your customer provide an eligible business document?

eligible documentsTo verify their small business ownership, your customer may present any of the following eligible business documents.

Note: For any vehicle, complete or incomplete, that is submitted for a Business Choice claim that is reported sold in the name of the individual in lieu of the name of the qualified commercial business name, the dealership must obtain and retain an eligible document that provides proof the individual is the business owner.

For audit purposes, keep a copy of the eligible document the customer provides and retain it in the vehicle deal jacket.

• GM Fleet Account Number (FAN) DBA (Doing Business As)

• Sales Tax License • State Business License or

State/Federal Business Tax ID Certificate State Occupational License for Trade (For example: Plumbers, Electricians, Contractors, etc.)

• Municipalities (in lieu of Bid Assistance; vehicle must be in the name of the Municipality)

• Municipal Business License

• Prior-year Schedule C (Form 1040) or Schedule F (Form 1040 - Farmers Only)

• Crop or Livestock Insurance• Federal Land Use Restriction

and/or Land Grant Subsidiary Documentation

• Commercial General Liability Insurance Policy/Public Liability Insurance and/or Workmen’s Compensation Insurance Policy

• State or Federal Authorized Business Website (must have .gov website address)

• Pocket List of Railroad Officials Guide (only eligible when Railroad Operators Incentive is not used)

• 2012 Business Tax Forms• Timber Registration Number• Agriculture ID• Farmer’s General Liability

Insurance • Articles of Incorporation• Tax Form 1120-S• Tax Form 1065

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Filing a ClaiM

To file a successful GM Business Choice claim, follow these simple but very important steps:

• Access GM Global Connect; this requires a valid user name and password

• Click the Workbenches link in the upper left hand corner

• Click on Business Administration, then click on the Sales and Incentives link

• Then click on the appropriate Business Choice link as shown below.

• The next step of the process is to complete the online claim submission:

– This step includes a number of screens with fields for inputting customer and vehicle information

– Review all the information entered to be sure it is accurate and click the Submit Claim button at the bottom of the screen

This will generate hard copies of the following forms:

3 Business Maintenance Plan Customer Acknowledgement Form

3 GM-Non Disclosure of Parts form

eligible delivery Codes:

When reporting the sale, be sure to use one of the eligible delivery codes below to ensure a given GM Business Choice claim is processed successfully:

018 Retail Business Organization Purchase

029 Retail Business Organization Lease

014 Fleet Leasing Company

035 Fleet Purchase Business Organization

036 Fleet Purchase – Non-federal Organization

note: use delivery Code 018 for businesses as well as individual proprietors regardless of how the vehicle is registered.

2014 Program dates & vehicle eligibility

• The 2014 Business Choice program runs October 1, 2013 through September 30, 2014

• Eligible models include the 2012/2013/2014 MY Chevrolet Express, Silverado, Avalanche and the GMC Savana, and Sierra.

note: effective september 30, 2013, 2011My vehicles are no longer eligible for Business Choice.

dealers have until January 2, 2014 to file a Business Choice claim for any vehicles delivered on or before september 30, 2013.

• Go to: 1. “Workbenches” 2. Business Administration 3. Sales & Incentives• Select appropriate link as

shown below

“Business Choice” for vehicles delivered on or before 9/30/13

“Business Choice - 2014” for vehicles delivered 10/1/13 and later

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Filing a ClaiM (Cont.)

• the final step in the process is to make sure all documents are signed by an authorized member of dealership management and the customer

note:• Provide the customer a copy of the fully signed

Business Maintenance Plan Customer Acknowledgement Form

• Copies of the fully signed Business Maintenance Plan Customer Acknowledgement Form and GM-Non Disclosure of Parts Form must be retained in the deal jacket for audit purposes

• Cargo, Cutaway, Chassis Cab and Box Delete/ZW9 vehicles do not require an eligible business document for proof of business ownership be retained in the vehicle’s deal jacket

• To validate the upfit has been completed, the deal jacket must also include copies of the internal RO or invoice of the upfit installed on the unit

For complete step-by-step instructions on how to file a successful 2014 program year Business Choice claim, go to the Resources tab on the GM Business Choice portal (accessed through GM Global Connect).

The Business Choice Business Maintenance Plan is activated when the claim is submitted. The Business Choice Maintenance Plan service events are tracked within the Investigate Vehicle History (IVH) function and can be viewed under ‘Applicable Warranty’ section. Every Service Advisor should scan every VIN to determine remaining service events when writing up a commercial customer’s RO to minimize the potential for customer confusion or dissatisfaction.

note: to enable your dealership to easily obtain the customer’s

signature on the Business Maintenance Plan Customer acknowledgement Form, the

gM Business Choice claim submission must take place prior

to or at the time of delivery.

2014 Business Choice Program year

(vehicles reported as delivered on or after 10/1/13)

When reconciling your claims submissions versus payments, look

for the following incentive codes:

HuP – adrian ship-thru Packages

HuQ – adrian ship-thru Charge-back

Hdu – upfit Cash

Hda – gM accessories upfit Cash

HdM – Maintenance only

For more information refer to the administrative messages listed on

the following page.

global warranty system Codes for 2012-2013 My

Business Choice Business Maintenance Plan

The following codes will be used in the Global Warranty

system to trigger your dealership’s payment for 2012-2013 MY Business

Choice Business Maintenance Plan customer events:

gas engine – 0600593

diesel engine – 0600603

2013 Business Choice Program year

(vehicles reported as delivered on or before 9/30/13)

When reconciling your claims submissions versus payments, look

for the following incentive codes:

HuM – adrian ship-thru Packages

Hun – adrian ship-thru Charge-back

HuC – upfit Cash

HaC – gM accessories upfit Cash

HMP – Maintenance only

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resourCes

More information:http://www.gmfleet.com > solutions > your Business > small Business / Commercial > Business Choice offers

Starting from the home page, click through to a description of the program, eligible vehicles and incentive amounts and customer eligibility criteria.

For more information on the 2014 Business Choice program, refer to the following administrative Messages:

• Adrian Steel Ship-Thru: 14-36A• 2014 Accessory or Cash Upfit: 14-36B• 2012-2013 Accessory or Upfit Cash: 14-36B1

For Business Choice eligible vehicles sold on/after october 1, 2013:

gM Fleet action Center1-800-353-3867 / 1-800-FLEET-OPMonday – Friday 8 AM to 6 PM EST

For Business Choice eligible vehicles sold on/before september 30, 2013:

gM Business Choice Program Headquarters1-888-566-6393

Monday – Friday 8 am to 8 pm EST

Documents

2014 GM Business ChoiCe - Parts Midwest...• 2012-2013 Accessory or Upfit Cash: 14-36B1 For Business Choice eligible vehicles sold on/after october 1, 2013: gM Fleet action Center