Partner & MSA Training Market Development Funds · Partner & MSA Training Market Development Funds...

© Copyright 2016 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.

Partner & MSA TrainingMarket Development Funds

September 2016

© Copyright 2016 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.2

Agenda

Access MDF Tool

Process Overview

Your Contacts

What is MDF?

Q4FY16 Process Updates


What is MDF?

Can only be used to fund Eligible Activities available in the Co-Marketing Program terms.

MDF stands for Market Development Funds and is invested into Co-Marketing and sales enablement programs.

MDFA program that helps grow your business by boosting the marketing & sales investment with HP.Discretionary funds not linked to your revenue or performance.Objective is to grow your business and drive demand for HP products, solutions and services.


Q416 Process Updates

How to access MDF Tool

Process Overview

Your Contacts

What is MDF?

Agenda


Access MDF Tool | HP Partner First Portal

Step 1 Access My Workspace Benefits & Rewards Market Development Funds

Click

Step 2 Access click on GO MDF TOOLMake sure you review the MDF

Program Terms that are valid

for your activities

Other useful information can

be found on this page.

Click


Access MDF Tool | HP Partner First Portal Customize

Step 1

Step 2

Access Customize your Dashboard

Access Benefits and rewards Add MDF Tool

The MDF Tool widget will be displayed on

the Dashboard

Click on GO to access the MDF Tool

directly

My Dashboard area

you will find the MDF

Tool widget

Click

Click


Get support on MDF Process | Partner First

Log in to the HP Partner First Portal

Get Support

Start your search

2

Step 1

Log into UPP with User ID and Password

Click on ‘Get Support’ button which is on every page of UPP

Select support category

Refine the search by selecting the right option

Step 2

Click “Start Here” drop down to reveal the support categories


Get support on MDF Process| Partner FirstSubmit a Case Populate required fields Submit your case

TIP: Once your case is submitted you have a comments & attachments section where you can add additional information at

any time

Step 1 Step 2 Step 3

Click on “Submit a support case” button.

Fill in all the fields marked with * (Case Reason & Scenario-prepopulated; Subject;

Description) and then click on Submit button

Case ID is created and you will receive an email to confirm case submission

You may add justifying screenshots or documents for your case (Browse & Attach File)


Get support on MDF Process

MDF Process Guidance

MDF Specialist

MDF process guidance

Claiming assistance

Payment queries

PARTNERMSA

MDF Tool support


Process StepsProcess steps

Timeline

Planning Execution Claiming Validation Payment


Planning

Process Steps | Planning

Consult with your HP Contact before planning an activity to make sure that it meets the MDF Terms and Conditions.The activity performed must match with the activity type planned in the tool.Check all the details of the activity before start the execution.If the activity is not executed, please reject it in the MDF tool. If you want to re-plan, inform your HP contact to resubmit a new correct activity or to correct the existing one.Don’t start performing the activity before it is created and approved by HP in the MDF Tool.

Valid for Q316 activitiesQ3FY16 Q4FY16 Valid for Q416 activities


MD

F P

rog

ram

Ter

ms


Execution Validation

The MDF activity must be executed in the execution period – always check the timelines.An MDF activity can be performed only after it was approved by HP in the MDF tool (please check all the details before start of execution).MDF activities need to be performed by Partner/MSA in accordance to MDF terms and conditions.Once execution is done, please claim immediately.

Process Steps | Execution

Planning

Execution and Claiming

November

15th October Planning deadline

August September October December January

31st January Execution & Claiming deadline

Q4 Q1

Tim

elin

e



You should not claim at the very last day before the deadline. Activities should be claimed after execution.Documents needed for claiming are Proof of Performance and Proof of Cost.In case you have submitted an incomplete claim, you can cancel and resubmit it correctly.The claiming pack (POP & POC) can be no larger than 20 MB and 20 files.Please comply with the claiming deadlines.

Process Steps | Claiming and Validation

Attach documentation: the required documents are available on the page to guide the Partner/MSA to claim correctly according to the Activity Type.

Before uploading the documents

Partner/MSA must check the description of the required documents that is published down on the page.E

ligib

ility

Mat

rix Q4FY16



Process Steps | Payment

Follow the invoice instructions; if no instruction is received, please contact your MDF Specialist .

Do not issue the invoice before you receive the notification that the claim has been approved in MDF tool.

The vendor details and invoice contact can be changed only by you directly in the MDF Tool.

After the claim is submitted, HP will review your documentation as per the Eligibility Matrix.If it is correct, your payment contact will receive via email an invoice notification with the details for those valid claim(s) as well as instructions for payment. You will be in copy of this email.Once paid, the Activity status will be changed to Claim Paid in MDF Tool.

In My account page Check the bank details or create the account Make sure the bank details are always up-to-date You can add more than 1 payment contact to receive invoice notifications If applicable, you can add more than 1 vendor.



FY16 Eligible Activities

Sales Focused ActivitiesCustomer AssessmentPartner Sales IncentiveHP ChampionEquipment (demo/dev)TrainingIn-store Marketing Activities

Marketing Focused ActivitiesAdvertising – DigitalAdvertising – PrintAdvertising – Television / Radio / CinemaSearch Engine MarketingSocial MediaCatalogs – DigitalCatalogs – PrintDirect Mail – Digital Direct Mail – Print Telemarketing EventMerchandise


Limitations

Affect product price, promotional cash discounts for HP Products Enhance Partner margin Pay for shipping fees for delivery of HP Products Pay for HP Care Packs Pay for personal expenses (e.g.: costs for visa procedures) Pay for packing, warehousing costs for distribution of HP Products Fund marketing initiatives driven by HP Fund HP directly competitive products in any activity scenario Pass through funds from Distributors to Resellers. Distributors must handle the execution of the

activity and assume responsibility for all costs incurred Provide charitable contributions Fund Partner’s infrastructure costs (i.e. general operating costs, capital expenditures, building

fixtures, remodels, furniture) Fund Sponsorship or Entertainment activities. Fund any other purpose which is not consistent with the general aim of subsidizing your costs for

marketing activities which drive demand for HP products, solutions and services.

NO

T in

sco

pe

for

MD

F


Gift with product purchase The related activity supports demand and sales of HP products or brand It does not affect product price Gifts are of reasonable value and subject to local legal review; it may also be subject to additional HP approvals All details regarding the gifts must be clearly described in the activity description field (value of product and product

offered as gift) The Product chosen as gift must comply with all rules mentioned in section 7 Limitation. Distributors may not execute any gift with purchase activities to reward final tier partners Cash is not allowed as a gift with purchase The gift may not be an Ink or Toner Product The value of the gift (HP/non HP) must not exceed 10% of end user purchase value, capped at $150

NOT AllowedPartner Sales IncentiveEquipment (demo/dev)Customer AssessmentIn-store Marketing ActivitiesHP ChampionTrainingEvent

Allowed Advertising – DigitalAdvertising – PrintAdvertising – Television / Radio / CinemaSearch Engine MarketingSocial Media Catalogs – DigitalCatalogs – PrintDirect Mail – Digital Direct Mail – Print Telemarketing Merchandise

CON

DIT

ION

S

It cannot be part of an integrated campaign


Q416 Process Updates

How to access MDF Tool

Process Overview

Your Contacts

What is MDF?

Agenda


Process Overview

Email Notification: Announce that activity has been approved by HP. IMPORTANT Partners/MSA can start the execution once they receive this notification or reject it if incorrect or if it got cancelled.

Claim reminder: Partner/MSA will receive a series of automatic reminders prior to the claiming deadline.The HP contact at the activity level will receive all notifications.

Status updates: Partner/MSA will be notified when the status of the activity is changed, i.e. validated or rejected.

Payment notification: Partner/MSA payment contact will receive invoice instruction for payment execution.

Partner | MSA

Activity is created Activity

approvedActivity

execution

Claim documentation uploaded in

MDF Tool

Documents are checked by HP

Claim paidFor the validated Claims payment

is initiated

Activity is created and approved by HP

New Activity Status NameActivity Approved by HP

Will change in status Activity approved if will not be rejected by you. The activity is considered passive approved by you after 7 days from HP approval


Terminology | Activity status

Activity Approved by HP New Activity has been created and approved by HP.

Activity approved Activity passive approved by you if activity not rejected within 7 days period*

Claim submitted Your claim has been received and is awaiting for HP validation.

Claim rejected Claim is incorrect or incomplete. Re-submit a new Claim with valid documents.

Claim paid Your claim has been processed for payment. Click on the claim ID to view payment details.

Claim validated HP approved your claim and will send an invoice request to your payment contact.

Claim Payment Start Your claim has been validated and you will receive the Invoice Notification.

*You can reject MDF activities at anytime after the 7 days period, if needed


Highlights | Approval Process

Partners / MSA Passive approval is now considered After 7 days from HP Approval activities that haven’t been rejected by the Partner/MSA will be changed automatically in “Activity Approved”

Marketing activities and amount of eligible reimbursement must be approved by HP in the MDF Tool prior to your activity execution. You are required to check the activities and amount eligible for reimbursement in the MDF Tool. If anything is incorrect reject it in the MDF tool within maximum 7 days of receipt of the HP communication sent under 8.1.1. Any activity not rejected by you will be considered accepted and approved by you. Level of reimbursement is determined during the planning and maximum commitment of reimbursement is given during plan approval. If the cost of the activity is lower than anticipated, the MDF budget paid will be capped at the actual activity costs, which may end up being lower than the original approved amount.

Go ahead email

Passive approval Conformation


For activities that have Alliance funds the validation requirements must follow the respective Alliance Partner guidelines.

We have added in the Notification e-mails the note regarding the alliance requirements as well the Document containing each Alliance Partner guidelines.

Highlights | Alliance Partner Requirements

Attention!

Each Alliance partner has different deadlines as well as requirementsActivities that have also HP funds must comply with both HP and Alliance requirements


Highlights | Partner Sales Incentive

Claiming GuidanceProof Of Cost for Electronic salary payment is allowed for Distributor Partner Employees and final tier employees where MDF is paid directly to the partner.

Employee Salary statement

Employee name and any other amount except the bonus must be covered

Company Accounting document

Bonus for target achievement….....X000

Only the Bonus paid for employee performance on target achievement is needed.All the other amounts should be covered


Activity Type Key HighlightsAdvertising – PrintAdvertising – Television / Radio / CinemaAdvertising – DigitalSearch Engine MarketingSocial MediaCatalogs – PrintCatalogs – DigitalDirect Mail – PrintDirect Mail – Digital TelemarketingCustomer AssessmentEventTrainingIn-store Marketing ActivitiesHP ChampionMerchandisePartner Sales IncentiveEquipment (demo/dev)

Main Activity Secondary Activity

Sales IncentiveEventTrainingIn-Store Marketing

MerchandiseAdvertising Digital / PrintDirect Mail – Digital / PrintCatalogs – Digital/ PrintTelemarketingSocial Media

Demo equipmentCustomer AssessmentSearch Engine Marketing

Add Integrated Campaign in external description field (MDF tool)Secondary activity is an AFFILIATED COST Not a standalone activity! Supports the main activity, cost is linked; documentation requirements must be complete and compliant


Activity Type Key HighlightsAdvertising – PrintAdvertising – Television / Radio / CinemaAdvertising – DigitalSearch Engine MarketingSocial MediaCatalogs – PrintCatalogs – DigitalDirect Mail – PrintDirect Mail – Digital TelemarketingCustomer AssessmentEventTrainingIn-store Marketing ActivitiesHP ChampionMerchandisePartner Sales IncentiveEquipment (demo/dev)

Event Meals/Catering for attendees not to exceed $150 per person per day of the event. Entertainment and Sponsorship are not eligible for MDF. Partner hosted- Please provide the number of customers invited by you. HP hosted- Please provide the name(s) of your company representative(s) who attended the

event. Third party hosted- Please provide your the name(s) of your company representative(s) who

attended the event. Third Party Hosted event: If travel is necessary for the activity, travel and accommodation costs

are eligible for reimbursement. Gifts/giveaways are ineligible if not merchandising and comply with the requirements from

activity type merchandise

Partner Sales Incentive All partners / MSAs are responsible for complying with local legal and tax legislation

requirements. They should ensure that incentives are set up under appropriate terms and conditions (e.g. targets/criteria that need to be met to win the award, timeframe, promoter details etc.) and that the rewards are not lavish or inappropriate.

Distributors / MSAs may run sales incentives to reward Distributor employees for sales made to non-Partner First Program Partners


MDF Activity Eligibility Matrix

Activity Type description

Required Documentation

Samples and visual examples


Eligibility Matrix | Advertising Advertising – Print Examples of Ineligible Expenses Proof of Cost (PoC) Proof of Performance (PoP)

Newspaper or magazine print advertisingBillboardsBannersFlyers

or other general advertising of HP products, solutions or services to end user

Distribution of marketing deliverables (e.g.: shipping fees, postage) is eligible.

Meal, accommodation, travel costsProduct shipment feePartner’s infrastructure costs such as furniture

(chairs, desks, tables etc.)Sponsorship activitiesPenalties or cancellation chargesEntertainment/hospitality events are not in scope

for MDF fundingVisa related costs

If marketing activity is performed by Partner “in-house”, Partner must provide letter head statement which includes date, ad placement and itemized costs If there are external costs partners must provide invoices or receipts from third-party suppliers which clearly associate to the activity including date(s) when activity was conducted.

Note: Itemized cost breakdown format to be used is available in the MDF Tool –“POC itemized template”

Print advertising: Copy/ PDF of print advertising (with publication name and date), sample of flyerOutdoor advertising: Photograph of the billboard.

Advertising – Television / Radio / Cinema Examples of Ineligible Expenses Proof of Cost (PoC) Proof of Performance (PoP)

Radio or Television Spots Meal, accommodation, travel costsProduct shipment feePartner’s infrastructure costs such as furniture



If marketing activity is performed by Partner “in-house”, Partner must provide letter head statement which includes date, ad placement and itemized costs If there are external costs partners must provide invoices or receipts from third-party suppliers which clearly associate to the activity including date(s) when activity was conducted.


Radio advertising: Copy of the script, length of spot, time and date.Television advertising: Copy of the spot, channel name, time and date.Video spot: copy of the spot with creation date (with reason for creation).

Advertising – Digital Examples of Ineligible Expenses Proof of Cost (PoC) Proof of Performance (PoP)

Web-based advertisingElectronic banner ads Pop-up ad or Web-content which features HP

products, solutions or servicesSMS campaigns

Meal, accommodation, travel costsProduct shipment feePartner’s infrastructure costs such as furniture



If activity is performed “in-house” partners must provide letter head statement of itemized costs including the Website address for the Web-content or example of e-advertising content with the date(s) activity was conducted.If there are external costs partners must provide invoices or receipts from third-party suppliers which clearly associate to the activity including date(s) when activity was conducted.


Screenshot of the Web Page showing the digital advert and the Web link / URL of the Web PageORThe Web link / URL where the digital advert is located

Video spot: copy of the spot with creation date (with reason for creation).SMS campaign: text of the message with date and list or number of recipients.

Please make sure that you make the difference between the print and digital version of this activity type.

Can be part from an integrated campaign to support a main activity as affiliated costs/activity


Advertising – Print | Proof of Performance

Print advertising Outdoor advertising

Photograph of the billboard

Partner logoSample of the Print material

(Publication name & date)

Publication name and date


Advertising – Print | Proof of Cost

AND | OR

Cost breakdown

With Quarter, Date, HP Product / description,

Total amount, Currency

Third party invoice

With date, Ad placement and itemized costs

With letterhead statement


Advertising –Television/Radio/Cinema |Proof of Performance

Radio advertising

OR

Copy of the spot script, length, time and date.

Television advertising

Copy of the spot, channel name, time and date.

OR

Video spot

Copy of the spot with creation date (with reason for creation).


AND | OR

Cost breakdown

With Quarter, Date, HP Product / description,


Third party invoice



Advertising –Television/Radio/Cinema |Proof of Performance


Advertising – Digital | Proof of performance

Screenshot of the web-page with Web-Link

SMS Campaign

Text message with date and list or number of recipients

OR OR

Copy of the spot with creation date (with reason for creation)

Video spot

Visible Link to Website

Web Page


Advertising – Digital | Proof of Cost

Third party invoice

AND | OR

Cost breakdown

which clearly associate to the activity including date(s) activity

was conducted.




Search Engine Marketing Examples of Ineligible Expenses Proof of Cost (PoC) Proof of Performance (PoP)

A form of online advertising that involves the purchasing of ads on search engines to promote websites and gain traffic by increasing their visibility in search engine results pages (SERPs)

Search ads should be focused on demand generation and link back to partner’s website.

See regional MDF guidelines for partner eligibility to perform SEM activities.

Search Engine OptimizationPenalties or cancellation chargesLogistical costsSponsorships

Partners must provide itemized invoices or receipts from third-party suppliers such as Google AdWords, Bing Ads etc which clearly associate to the activity.

Note: For Alliance co-funded activities, please refer to the Alliances terms for required documentation.

Screenshot of the full Web Page content showing the search and its results.

Note: HP reserves the right to request additional proof documentation.

Social Media Examples of Ineligible Expenses Proof of Cost (PoC) Proof of Performance (PoP)

Social media marketing programs including creation of new content or adaptation of HP-provided content for use on social media sites and publishing of social content onto social media sites for the purpose of attracting attention, generating traffic and spreading electronic word of mouth (eWoM) about HP’s products or services.

Social media posts should be focused on demand generation and link back to partner’s website. The amount of social media activity must be quantifiable.

See regional MDF guidelines for partner eligibility to perform Social Media activities.

Accessing or receiving social content provided by HP Penalties or cancellation charges Travel, meal, or entertainment costsLogistical costsSponsorships

Partners must provide itemized invoices or receipts from third-party suppliers which clearly associate to the activity.

If marketing activity is performed by partner in-house, partner must provide letterhead statement or invoice which includes dates, social media posts / activity and itemized costs Partners performing activities in-house should also refer to their regional MDF guidelines for any additional proof documentation required for claim submission.

Note: For Alliance co-funded activities, please refer to the Alliances terms for required documentation.

Screenshot of the content showing where the post links with HP contents demonstrated

Note: HP reserves the right to request additional proof documentation.

Eligibility Matrix | Search Engine Marketing & Social Media




Search Engine Marketing | Proof of performance

Screenshot of the full Web Page content showing the search and its results.

Visible Link to Website

Partner logo


Search Engine Marketing | Proof of Cost

Third party invoice

AND | OR

Cost breakdown



from third-party suppliers such as Google AdWords, Bing Ads etc which clearly associate to the activity

Search Engine Platform


Social Media | Proof of performance

Screenshot of the content showing where the post links with HP contents

demonstrated

Visible Link to the social media site where the post was published Visible Link to Website

Partner page

Partner logo


Social Media | Proof of Cost

Third party invoice

AND | OR

Cost breakdown

which clearly associate to the activity including date(s) activity was conducted.




Catalogs – Print Examples of Ineligible Expenses Proof of Cost (PoC) Proof of Performance (PoP)

Print catalogs Catalogue page Product brochures

NewslettersFlyers developed for mass distribution to

potential customers which features HP products, solutions or services.


Meal, accommodation, travel costsProduct shipment fee

Partner’s infrastructure costs such as furniture (chairs, desks, tables etc.)Sponsorship activitiesPenalties or cancellation chargesEntertainment/hospitality events are not in scope for

MDF fundingVisa related costs

If marketing activity is performed by Partner “in-house”, Partner must provide letter head statement which includes dates, name of catalog and itemized costs If there are external costs partners must provide invoices or receipts from third-party suppliers which clearly associate to the activity including date(s) when activity was conducted.


Sample of catalog, brochure, flyer, newsletter in PDF.

Catalogs – Digital Examples of Ineligible Expenses Proof of Cost (PoC) Proof of Performance (PoP)

Electronic catalogs which features HP products, solutions or services.

Meal, accommodation, travel costsProduct shipment feePartner’s infrastructure costs such as furniture (chairs, desks, tables etc.)Sponsorship activities Penalties or cancellation chargesEntertainment/hospitality events are not in scope for MDF fundingVisa related costs

If marketing activity is performed by Partner “in-house”, Partner must provide letter head statement which includes dates, name of catalog and itemized costs If there are external costs partners must provide invoices or receipts from third-party suppliers which clearly associate to the activity including date(s) when activity was conducted.


Web link ORPrint Screen with readable Web link/ URL showing digital catalog.

Eligibility Matrix | Catalogs




Catalogs – Print | Proof of Performance

OR

Sample of catalog Sample of brochure

OR

Partner logo

Partner logo

Sample of newsletter / flyerin PDF

Partner logo


Catalogs – Print | Proof of Cost

AND | OR

Cost breakdown

With Quarter, Date,Product/description,


Third party invoice


With date, name of catalog and itemized costs


Catalogs – Digital | Proof of Performance

Web-link or Print-Screen with Web-link showing digital catalog

Visible Link to Website where the catalog was published


Catalogs – Digital | Proof of Cost

AND | OR

Cost breakdownThird party invoice

With Quarter, Date, HP Product, description,


With date, name of catalog and itemized costs



Eligibility Matrix | Direct Mail Direct Mail – Print Examples of Ineligible Expenses Proof of Cost (PoC) Proof of Performance (PoP)

Direct Mail (print) marketing campaignsPrinted Flyers

Distribution of marketing deliverables (e.g.: shipping fees, postage) are eligible.


If activity is performed “in-house”, partners must provide letter head statement of itemized costs including number of pieces sent with the date(s) activity was conducted. If there are external costs partners must provide invoices or receipts from third-party suppliers which clearly associate to the activity including date(s) when activity was conducted.


1. PDF Copy of direct mail, sample of flyer with date and promoted HP products, solutions or services.2. List or number of recipients.

Note: Customer related confidential data (name & other personal info) are not mandatory.

Direct Mail – Digital Examples of Ineligible Expenses Proof of Cost (PoC) Proof of Performance (PoP)

Direct Mail (email) marketing campaignsE-shotsElectronic flyers


If activity is performed “in-house”, partners must provide letter head statement of itemized costs including number of pieces sent with the date(s) activity was conducted. If there are external costs partners must provide invoices or receipts from third-party suppliers which clearly associate to the activity including date(s) when activity was conducted.


1. Copy of email, sample of flyer with date and promoted HP products, solutions or services.2. List or number of recipients.



Telemarketing has been separated from Direct Mail. Please check the Telemarketing requirements.

Can be part from an integrated campaign to support a main activity as affiliated costs/activity.

Can also be associated to Telemarketing


Direct Mail – Print | Proof of Performance

List or number of recipients

Sample of Mailing peace


Direct Mail – Print | Proof of Cost

AND | OR


With Quarter, Date, HPProduct description,


With number of pieces sent or calls made and the date(s)

activity was conducted


Direct Mail – Digital | Proof of Performance

List or number of recipients

Sample ofe-mailing/ e-shot

Sender address Receiver address

Partner logo


Direct Mail – Digital | Proof of Cost


With Quarter, Date, HP Product description,Total amount, Currency

AND | OR

With number of pieces sent or calls made and the date(s) activity was conducted


Eligibility Matrix | Telemarketing

Telemarketing Examples of Ineligible Expenses Proof of Cost (PoC) Proof of Performance (PoP)

Telemarketing call campaigns for lead generation, marketing campaign follow-ups, end-customer updates on HP products and services and end-customer data management/analysis

Meal, accommodation, travel costsProduct shipment feePartner’s infrastructure costs such as furniture (chairs, desks, tables etc.)Sponsorship activities Penalties or cancellation chargesEntertainment/hospitality events are not in scope for MDF fundingVisa related cost

If activity is performed “in-house”, partners must provide letter head statement of itemized costs including number of calls made with the date(s) activity was conducted. If there are external costs partners must provide invoices or receipts from third-party suppliers which clearly associate to the activity including date(s) when activity was conducted.


1. Telemarketing script with date and promoted HP products, solutions or services.2. List or number of calls/contacts made.


Telemarketing is a separate activity type from Direct Mail


Can also be associated to Direct Mail


Telemarketing | Proof of Performance

List or number of calls made

Copy of telemarketing script

Company Name


Telemarketing | Proof of Cost

AND | OR


With Quarter, Date, HP Product description,

Total amount, Currency With number of pieces sent or calls made and the date(s) activity was

conducted


Eligibility Matrix | Customer Assessment

Customer assessment Examples of Ineligible Expenses Proof of Cost (PoC) Proof of Performance (PoP)

A customer-requested or partner-requested customer consultation or assessment with targeted strategy plan developed for the purpose of displacing an HP competitor, driving incremental HP business with a new customer account or a new division within an existing customer account. The assessment would typically be delivered by a 3rd party consultant or system integrator. Note: If travel is necessary for activity, travel and accommodation costs are eligible for reimbursement.

Trainings for end-customers Partner / MSA employee out of office time Travel or accommodation expenses for HP employees Product shipment fee Fees paid to an HP employee Airfare expenses are limited to economy class only Any travel costs deemed as excessive by HP Sponsorship activities Penalties or cancellation charges Entertainment/hospitality events are not in scope for MDF funding Visa related costs

Partners must provide third-party invoice or itemized (internally generated) breakdown from partner if assessment was completed by the partner with dates activity was conducted.


Copy of assessment feedback with dates when assessment was conducted


Customer assessment POP template

Gift with Purchase is not reimbursable under this activityIt cannot be part of an integrated campaign


Customer assessment | Proof of performance

Customer assessment POP template

Copy of assessment feedback with dates when assessment was

conducted


Customer assessment | Proof of Cost

AND | OR


With Quarter, Date, HP Product description,Total amount, Currency

With costs breakdown and dates when activity was conducted

Any external costs must be supported by the invoice from the supplier


Eligibility Matrix | EventEvent Examples of Ineligible Expenses Proof of Cost (PoC) Proof of Performance (PoP)

Partner hosted: Briefings/Seminars/Webinars to educate customers about HP products, solutions and services.Shows/Events/Exhibitions/Conferences/ Roadshows or Trade Shows to highlight HP products, services and solutions for customers.

Channel Marketing HP led/hosted: Channel Marketing HP led/hosted Events in which partners participate. Reimbursement is limited to participant’s and HP approved customer’s travel costs, accommodations and participation fees only.Mandatory to provide the participant names

Third Party Hosted event:IT Fairs/Events/Trade Fairs/International Trade Show/Roadshows where partner highlights/presents/promotes HP products, services and solutions for customers.If travel is necessary for the activity, travel and accommodation costs are eligible for reimbursement

Meals/Catering for attendees not to exceed $150 per person per day of the eventGifts/giveaways are ineligible if not merchandising and comply with the requirements from activity type merchandise

Partner / MSA employee out of office time Travel or accommodation expenses for HP

employees Product shipment fee Fees paid to an HP employee Airfare expenses are limited to economy class

only Any travel costs deemed as excessive by HP Sponsorship activities Penalties or cancellation charges Entertainment/hospitality events are not in

scope for MDF funding Visa related costs Partners may not use MDF to pay for public

sector customers to travel to any event, without advance approval of HP Legal.

If marketing activity is performed by Partner “in-house”, Partner must provide letter head statement which includes dates and itemized costs, date(s) of the activity performed. If there are external costs partners must provide invoices or receipts from third-party suppliers which clearly associate to the activity including date(s) when activity was conducted.


1. Copy of agenda OR invite OR event details with date of the activity being conducted. 2. List / names attendees.


Gift with Purchase is not reimbursable under this activity

Can be part from an integrated campaign as main activity


Event | Proof of performance

List or number of invites+For HP Led and Third Party events the list of partner participants is required

Partner logo

Event invitation and/or agenda

Event details


Event | Proof of Cost

Third party invoice

AND | OR

Cost breakdown

With Quarter, Date,HP Product / description,Total amount, Currency

With itemized costs and date(s) of the event/show

Any external costs must be supported by the invoice from the supplier


Merchandise Examples of Ineligible Expenses Proof of Cost (PoC) Proof of Performance (PoP)

Low value promotional items ($50 max per item) such as pens,pencils, lighters, caps, t-shirts, mugs, pen drives (with HP Logo) used as customer giveaway at eligible events, trade shows, conferences, open houses promoting HP products.

Partner’s infrastructure costs such as furniture (chairs, desks, tables etc.)Product shipment feeHP logo branding provided via a stickerHP Products

If activity is performed “in-house”, Partners mustprovide letter head statement of itemized costsincluding date(s) when the activity was conductedIf there are external costs partners must provideinvoices or receipts from third-party supplierswhich clearly associate to the activity includingdate(s) when activity was conducted.


Photograph of the HP branded merchandise used.

Eligibility Matrix | Merchandise

Gift with Purchase is not reimbursable under this activityCan be part from an integrated campaign to

support a main activity as affiliated costs/activity


Merchandise | Proof of Performance

Photograph of the HP branded merchandise used

Partner logo

Partner logo

Partner logo

Partner logo


Merchandise | Proof of Cost

Third-party invoice/receipts


Eligibility Matrix | Training

Training Examples of Ineligible Expenses Proof of Cost (PoC) Proof of Performance (PoP)

Technical, Sales or other Certification training for Partner. Employees. HP courses and training (classroom training delivered by a HP authorized trainer, webinar or web-based training , self study materials) that lead to a technical or sales certification or qualification provided by HP.Exam vouchers are also eligible if used to obtain a Partner One/Service One certification (or qualification)

Lunch and Learn, Knowledge transfer, Sales skills, Coaching. Formal training performed by a HP trainer to Partner employees to ensure their readiness to promote HP’s Products and Services.

Note: If travel is necessary for training activity, travel and accommodation costs are eligible for reimbursement

Trainings for end-customers Partner employee out of office time Travel or accommodation expenses for HP

employees Product shipment fee Fees paid to an HP employee Airfare expenses are limited to economy class only Any travel costs deemed as excessive by HP Sponsorship activities Penalties or cancellation charges Entertainment/hospitality events are not in scope

for MDF funding Visa related costs

Partners must provide dated itemized invoices or receipts from third-party suppliers which clearly associate to the activity including date(s) activity was conducted.Note: Itemized cost breakdown format to be used is available in the MDF Tool –“POC itemized template”

1.Training certificate OR copy of the agenda OR training content OR copy of exam vouchers OR self-study guides2.List of people trained /certified




Training | Proof of Performance

ORORPartner Employee

name

Partner logo Authorized trainer

Authorized trainer

Training certificate Training agenda Training content


Training | Proof of Cost

Invoice/Receipts from Third party

With the date the activity was conducted


In-store Marketing Activities Examples of Ineligible Expenses Proof of Cost (PoC) Proof of Performance (PoP)

In-store/POS product displays/End caps in windows, floor bays, wall bay or end-cap to demonstrate and generate demand of HP products. Specific HP POS (displays, podiums, pallet wraps, shelf trays, accessory racks, cross-selling displays, shippers, baskets) to generate demand of HP productsDemo Days - Expenses for in-store demo activities conducted by partner, promoter or outsourced third party service.Services or tools to help Partners evaluate and manage store assortment,Product placement (planogram), product replenishment, product introductions, promotions management or other activities designed to attract consumers and maximize category performance (sales) in the Partner’s stores.CatMan/Spaceman - Pilot, analysis and or evaluate store assortment, product introductions, promotions and other activities (home & business office segmentation, Fact Tag presence) designed to attract consumers and maximize category performance (sales) in the Partner’s storesRack jobbing - Maximizing sales using HP products, packaging (placeholder cards, empty packaging, stickering), pricing, and display to stimulate end-users to spend more (driven by the partner)

Partner’s infrastructure costs such as building fixtures, building remodels, furniture (chairs, desks, tables etc.)MDF can NOT be used to fund promotional cash discounts, vouchers or products. MDF can only be used to fund POS to create awareness of the promotionThis activity-type cannot be used to reimburse demo equipmentSponsorship activitiesPenalties or cancellation charges.Entertainment/hospitality events are not in scope for MDF fundingProduct shipment

If marketing activity is performed by Partner “in-house”, Partner must provide letter head statement with itemized costs, date(s) of activityIf there are external costs partners must provide invoices or receipts from third-party suppliers which clearly associate to the activity including date(s) when activity was conducted.Note: Itemized cost breakdown format to be used is available in the MDF Tool –“POC itemized template”

Photographs of the aisle/ shelf. Copy of the planogram, of the POS on site. ORPhotograph of the Point of Sales merchandise on-site promoting HP products.

Eligibility Matrix | In-store Marketing Activities




In-store Marketing Activities | Proof of Performance

Photographs of the aisle/shelf. Copy of the planogram, of the POS on-site

OR

Photograph of the Point of Sales merchandise on-site promoting HP products

Partner logo

Partner logo

Partner logo

Partner logo


In-store Marketing Activities | Proof of Cost

Third party invoice

OR

Cost breakdown

With Quarter, Date, HP Product / description,Total amount, Currency

With itemized costs and date(s) of the event/show

Any external costs must be supported by the

invoice from the supplier


Eligibility Matrix | Partner Sales IncentivePartner Sales Incentive Examples of Ineligible Expenses Proof of Cost (PoC) Proof of Performance (PoP)

Incentive benefit paid by partners to their employees, or by a Distributor to a Reseller or non HP-contracted reseller, for sales of specified HP product during pre-determined short-term timeframe. Examples of rewards include but are not limited to: prize, gift certificates/vouchers, trips, HP products, hotel stays (all non-cash)Examples of activities include but are not limited to:1. Resellers / Buying Resellers/MSAs may run sales incentives to reward Reseller/Buying Reseller employees for sales made to end user customers2. Distributors / MSAs may run sales incentives to reward Distributor employees for sales made to non-Partner One Partners 3. Distributors / MSAs may run sales incentive programs for non-Partner One Partners. Distributors may only receive MDF for incentives with non-Partners One partners that reward sell in to those partners and not sell out to final tier customers

All partners / MSAs are responsible for complying with local legal and tax legislation requirements. They should ensure that incentives are set up under appropriate terms and conditions (e.g. targets/criteria that need to be met to win the award, timeframe, promoter details etc.) and that the rewards are not lavish or inappropriate.Partners / MSAs must handle the execution of the activity and assume responsibility for all costs incurred.

Electronic salary payment is allowed for Distributor Partner Employees and final tier employees where MDF is paid directly to the partner. Partners (Distributors and Resellers) are allowed to claim for sales incentive rewards paid by them to their employees via electronic salary payment where MDF is paid directly by HP to the partner subject to Partner providing an accounting document showing the payment of the reward for the sales incentive target achievement.Please contact your DBM | PBM for further details regarding the eligibility of sales incentives for distributors

Product discounts, end of life discounts,product rebatesEnd customer sales incentivesHP managed incentive programsHP competitive Product as a rewardGift for purchasePrize draw

Any HP product provided as a reward cannot be resold by the Reseller

If marketing activity is performed by Partner “in-house”, Partner must provide letter head statement which includes dates and itemized costs

If there are external costs partners must provide invoices or receipts from third-party suppliers which clearly associate to the activity including date(s) when activity was conducted.


1. Detailed description of contest or sales incentive including: a. terms and conditions with target of contest or incentive b. Business Unit and products featured c. dates/timeframe for incentive d. The reward (description including value)2. Achievement/results including a list of winning sales representatives’ names (or employee number) or reseller with product SKU, quantity sold unit amount and total payout for each representative/reseller.3. HP Sales Account/Partner Business Manager e-mail approving POP content must be supplied.

NOTE: All above requirements are mandatory. Items 1 and 2 can be supplied via the Sales Incentive POP template on the MDF Tool.




Partner Sales Incentive | Proof of Performance

Terms and conditions with target of contest; BU and products featured; dates/timeframe; the reward (description including

value); results including a list of winning sales representatives’ names (or employee number) or reseller with product SKU,

quantity sold unit amount and total payout for each.

Partner Sales incentive POP Template


Partner Sales Incentive | Proof of Cost

Invoice | Receipts from supplier

With Date, description,

total amount, Currency

Cost breakdown

Any external costs must be supported by the invoice from the supplier.For sales incentive rewards paid by them to their employees via electronic salary payment where MDF is paid directly by HP to the partner subject to Partner providing an accounting document showing the payment of the reward for the sales incentive target achievement


Eligibility Matrix | HP Champion

HP Champion Examples of Ineligible Expenses Proof of Cost (PoC) Proof of Performance (PoP)

Partner resource (Marketing, Technical or Sales) focused on planning, implementing and evaluating the effectiveness of programs for promoting, selling and supporting HP products and services.

Note: If travel is necessary for activity, travel and accommodation costs are eligible for reimbursement. Airfare expenses are limited to economy class only

Any travel costs deemed as excessive by HP Partner employee out of office time Travel or accommodation expenses for HP employees Product shipment Fees paid to an HP employee Sponsorship activities Entertainment/hospitality events are not in scope for

MDF funding Visa related costs

Not Applicable Partner must supply the completed HP Champion POP Template along with approval from themselves and the PBM (email or form signature)HP Champion POP Template Is available on the Partner Portal and MDF Tool.

HP Champion Form

Gift with Purchase are not reimbursable under this activity



HP Champion | Requirements HP Champion Form

Activity detailsfilled in as in the MDF Toolare mandatory

Tactical activity’s details fields are mandatory

Partner and PBM Confirmation on the details of the form


Eligibility Matrix | Equipment (demo/dev)

Equipment (demo/dev) Examples of Ineligible Expenses Proof of Cost (PoC) Proof of Performance (PoP)

Investments made in purchasing, renting or leasing of HP hardware or software for demonstration, application development or customer evaluation purposes.The following terms and conditions apply:A partner co-investment is required for this activity. HP’s co-investment in partner’s demo equipment cannot materially exceed the depreciated value of the unit while it is used as demo equipment: Equipment must be used by the partner for demonstration purposes only and

can be resold at either :• Purchase date plus 6 months

or• End Of Sale status has been reached

When demo units are sold to Customers, partners must include all manufacturers’ original equipment, including but not limited to, all parts, documentation and software. Failure to include all items will void the warranty Partner is responsible for complying with all laws and regulations governing

the sale of such systems when demo equipment is sold to an end-user customer The channel partner must advise end users that the product was a

demonstration model. Eligible product cannot be sold to another reseller or broker.

Partners must document the use and disposition of demo equipment, by way of tracking serialized units, for a minimum of 2 years in the event of an HP audit.

Non-HP equipment and products Renovation costs for demo rooms Equipment repair costs Supplies costs such as paper and ink Meals, accommodations, travel costs, or

airfare Partner’s infrastructure costs such as

furniture (chairs, desks, tables etc.) Product shipment fee Demo units obtained under Demo Starter

Program

Partners must provide supplier invoice showing price paid for hardware or software.

Partners must provide product serial numbers.

NOTE: if the HP Serial numbers are displayed on the POC no need to create an additional POP




Equipment (demo/dev) | Proof of Performance

Provide the serial number of the product

- Only HP Product- No speared parts - Newest HP product edition- Only for Demo purpose - for partner use is not reimbursable through MDF


Equipment (demo/dev) | Proof of Cost

Invoice from HP or Distributor

With price paid for the HP Product

Only HP Product No speared parts Newest HP product edition At HP sales price

© Copyright 2016 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.

Thank you

HP Co-Marketing Program Terms

Effective August 1, 2016

EMEA Co-Marketing Program Terms

July 2016 Page 1 of 14

Program Terms title: EMEA Co-Marketing Program Terms (“Terms”)

Release date: July, 2016

Applies to valid HP Partner Agreement with: HP Distributor Authorization Addendum HP Sub-Distributor Authorization Addendum HP Buying Reseller Authorization Addendum HP Reseller Authorization Addendum

These Terms constitute an addendum to your HP Partner Agreement. To qualify for the EMEA Co-Marketing Program (“Program”), you must, for the duration of the Program, meet the following prerequisites (“Prerequisites”):

I. have a valid HP Partner Agreement with the Addendum/Addenda specified above, and II. comply with the HP selective distribution criteria applicable to all channel partners and posted on the HP Partner Portal.

In the event of any conflict between these Terms and the HP Partner Agreement, these Terms will govern any subject matter of this Program. Individual HP business units may produce separate guides clarifying the Co-Marketing process, particular campaigns and/or business focus amongst other things (“HP BU Guides”), but those HP BU Guides are not intended to be contractual documents amending these Terms. Capitalized terms not otherwise defined in these Terms are defined in the HP Partner Agreement. Unless requested to accept these Terms online or otherwise, you acknowledge and agree that your participation in the Program constitutes acceptance of these Terms. Participation in the Program is subject to the following terms: For HP partners distributing HP Indigo digital presses and supplies, the term “HP Partner Agreement” means a valid channel reselling agreement for the distribution of HP Indigo digital presses and supplies, as signed between the relevant HP partner and HP Indigo entity. A. GENERAL TERMS 1 PROGRAM PARTICIPATION AND DURATION 1.1 Your participation in the Program is valid until terminated for one of the reasons mentioned below. You may terminate your

participation in the Program at any time on giving written notice to HP. Unless the Specific Terms (Section B) below provide for a remedy period, HP may terminate your participation in the Program by written notice with immediate effect and without indemnity, damages or other compensation, should you fail to meet section 3 below or any of the Program Prerequisites.

1.2 Participation in the Program shall automatically terminate when your HP Partner Agreement terminates. 1.3 Where HP has contributed at least 50% of the funding for an eligible activity under this Program, Partner or MSA agrees to

assign ownership and all intellectual property rights (except for third party intellectual property rights) in any deliverables produced by Partner or an MSA in connection therewith to HP, subject to the right for Partner or MSA to use the deliverables (or copies thereof) for its own marketing purposes in accordance with the Terms. Partner agrees to provide such deliverables to HP on request.

2 PROGRAM CHANGES AND TERMINATION 2.1 HP may change the terms of this Program at any time. Changes will be effective thirty (30) days from the date the modified

Terms are posted on the HP Partner Portal. 2.2 HP reserves the right to terminate the Program at any time subject to thirty (30) days written notice by posting it on the HP

Partner Portal or otherwise. 3. AUDIT

In addition to the audit provisions in section 12 of your HP Partner Agreement: 3.1 It is your responsibility to fully cooperate with the audit and you should provide data in electronic format within four (4) weeks

of the request from HP or its auditors. 3.2 HP may suspend your participation to the Program or put you on payment hold without additional notice if you do not comply

with this section 3 or section 12 of your Partner Agreement. 3.3 If there is reasonable doubt regarding your compliance with this Program, then HP reserves the right to put you on payment

hold until the audit results are available and/or any non-compliance issues are resolved.

https://partner.hp.com/



B. SPECIFIC TERMS 4 PROGRAM DESCRIPTION 4.1 The Program is intended to help you grow your business by boosting marketing and sales investments with HP Market

Development Funds (“MDF”). 4.2 MDF are provided to subsidize your costs for marketing activities which drive demand for HP products, solutions and

services. MDF are discretionary funds and are not linked to partner’s revenue. 4.3 Any Co-Marketing schemes run by HP Alliance partners will be governed by their own terms and conditions and are outside

the scope of this Program. For further details on the Alliance Partner Requirement please contact the local Marketing Manager.

5 PROGRAM BENEFITS 5.1 HP will provide you the following Program benefit(s):

access to MDF access to high-level marketing expertise through MSA (where “MSA” means Marketing Services Agency”)

6 METHOD 6.1 Under the Program you and HP co-fund the marketing activities that are most likely to succeed in developing your HP

business. These can be traditional marketing activities, such as direct mail, as well as other sales enablement activities such as training, demo equipment and much more.

6.2 HP’s MDF may be spent in two different ways 6.2.1 MSA Led Marketing: where the services are planned and executed by an MSA and funding is claimed by the MSA on a partner’s

behalf. The MSA’s activities under the Program are governed by the Terms which shall be considered an Addendum to MSA’s services agreement with HP. MSA’s participation in activities under the Program constitutes acceptance of the Terms unless MSA is specifically requested to accept the Terms online or otherwise. HP carefully selects MSAs to deliver benefits to partners. MSA led marketing is HP’s preferred method of conducting Co-Marketing activities. Services provided can either be packaged marketing services or services fully personalized for the partner. They can cover different types of marketing activities including without limitation: direct mail, advertising, seminars and sales services. This has many benefits: You don’t have to pay the funds “upfront” Activity set up and claiming admin is handled by the MSA Full confidentiality of customer data (MSA signs a confidentiality

agreement with the partner) Expertise in HP MDF processes and compliance requirements Access to extra specialist Marketing resources

6.2.2 Partner Led Marketing: As it is not always possible for the MSA to offer all marketing services as some needs are too specific to fit into MSA Led Marketing, you may also have access to MDF for Partner Led Marketing. For Partner Led Marketing, you must submit for approval a marketing plan to HP. If approved, you will execute and pay for the activity and must then claim reimbursement from HP for the part that was pre-approved HP agreed financial contribution.

6.3 The MSA must sign a confidentiality agreement with the partner regarding the sharing and handling of partner’s customer data as outlined in this agreement. The partner agrees that any customer data shared with the MSA for the purpose of demand generation may also be passed onto HP. HP will use that data for the purposes of tracking identified leads/opportunities and measuring the outcome and performance of marketing campaigns. Partners are required to provide a regular status updates on lead/opportunity progress as requested by HP.

7 LIMITATIONS 7.1 MDF may not be used to:

Affect product price, promotional cash discounts for HP Products Enhance your margin Pay for shipping fees for delivery of HP Products Pay for HP Care Packs Pay for personal expenses (e.g.: costs for visa procedures) Pay for packing, warehousing costs for distribution of HP Products Fund marketing initiatives driven by HP Fund HP directly competitive products in any activity scenario



Pass through funds from Distributors to Resellers. Distributors must handle the execution of the activity and assume responsibility for all costs incurred

Provide charitable contributions Fund Partner’s infrastructure costs (i.e. general operating costs, capital expenditures, building fixtures, remodels,

furniture) Fund Sponsorship or Entertainment activities. Fund any other purpose which is not consistent with the general aim of subsidizing your costs for marketing activities

which drive demand for HP products, solutions and services.

7.2 HP reserves the right to reclaim any MDF used for the above or other non-approved uses. Nothing herein contained shall restrict your right to freely determine your resale prices.

7.3 MDF allocated by HP to you is not money you have earned. It is money HP is willing to invest into the partner on condition that the plans are approved and executed according to the current Program Terms.

7.4 Activities claimed after expiry of the budget will not be reimbursed and budget will be lost. The same applies if claiming documents are missing at time of budget expiry.

7.5 Minimum HP contribution per activity is 500$ with the exception of Training which is 250$ per activity. 8 PROCESS 8.1 All MDF activities will be processed in the MDF Tool as outlined below: 8.1.1 Planning: Each Half plans will be submitted to HP. If approved, a written confirmation is then sent to you or the MSA, including

the maximum level of HP reimbursement (in $ or local currency) 8.1.2 Execution: You or the MSA can then execute the activity. 8.1.3 Claiming: Once the activity has been performed, you can claim reimbursement from HP. There is no need to wait until the

claim deadline. 8.1.4 Payment: HP will perform validation checks and proceed to invoice/payment.

8.2 Process Rules: 8.2.1 Activity Planning and Approval

Activity must be in an approved MDF category as identified below Marketing activities and amount of eligible reimbursement must be approved by HP in the MDF Tool prior to your activity

execution. You are required to check the activities and amount eligible for reimbursement in the MDF Tool. If anything is incorrect reject it in the MDF tool within maximum 7 days of receipt of the HP communication sent under 8.1.1. Any activity not rejected by you will be considered accepted and approved by you. Level of reimbursement is determined during the planning and maximum commitment of reimbursement is given during plan approval. If the cost of the activity is lower than anticipated, the MDF budget paid will be capped at the actual activity costs, which may end up being lower than the original approved amount.

These are the only approved MDF categories (see Eligible Activities Matrix below for additional details):

Advertising – Print Advertising – Television / Radio / Cinema Advertising – Digital Search Engine Marketing Social Media

November December February March May June August September November December February

Quarter1

January April July October

Q4 Execution & Claiming





January

Q1 Planning Q2 Planning Q3 Planning Q4 Planning Q1 Planning

Quarter 1 Quarter 2 Quarter 3 Quarter 4



Catalogs – Print Catalogs – Digital Direct Mail – Print Direct Mail – Digital Telemarketing Customer Assessment Event Training In-store Marketing Activities HP Champion Merchandise Partner Sales Incentive Equipment (demo/dev)

You may leverage MDF to fund gifts with product purchase as part of an end user marketing campaign. The following provisions apply:

I. The related activity supports demand and sales of HP products or brand II. It does not affect product price

III. Gifts are of reasonable value and subject to local legal review; it may also be subject to additional HP approvals IV. Gifts may not be used under the following Activity types: Event, Partner Sales Incentive, Equipment (demo/dev), Customer

Assessment, HP Champions, Training, In-store Marketing Activities V. All details regarding the gifts must be clearly described in the activity description field (value of product and product

offered as gift) VI. The Product chosen as gift must comply with all rules mentioned in section 7 Limitation.

VII. Distributors may not execute any gift with purchase activities to reward final tier partners VIII. Cash and prize draw are not allowed as a gift with purchase

IX. The gift may not be an Ink or Toner Product. X. The value of the gift (HP/non HP) must not exceed 10% of end user purchase value, capped at $150

An activity will only be reimbursed if it is part of this approved list and the relevant proof of performance and proof of cost as detailed in these Program Terms Partners participating in the MDF program must adhere to the HP Branding Guidelines. HP will only reimburse its part of the cost for an activity once a written approval including an approval number is communicated to you, and if claiming conditions are fulfilled. This approval number is required to process any payment.

https://h20375.www2.hp.com/portal/site/smartportal/PartnerOne

EMEA Co-Marketing Program Terms Eligibility Matrix


Eligible Activity Matrix: Activity Type Descriptions and Examples Examples of Ineligible Expenses Proof of Cost (PoC) Proof of Performance (PoP)

Advertising – Print Newspaper or magazine print advertising Billboards Banners Flyers or other general advertising of HP

products, solutions or services to end user


Meal, accommodation, travel costs Product shipment fee Partner’s infrastructure costs such as

furniture (chairs, desks, tables etc.) Sponsorship activities Penalties or cancellation charges Entertainment/hospitality events are

not in scope for MDF funding Visa related costs

If marketing activity is performed by Partner “in-house”, Partner must provide letter head statement which includes date, ad placement and itemized costs. If there are external costs partners must provide invoices or receipts from third-party suppliers which clearly associate to the activity including date(s) when activity was conducted. Note: Itemized cost breakdown format to be used is available in the MDF Tool –“POC itemized template”

Print advertising: Copy/ PDF of print advertising (with publication name and date), sample of flyer Outdoor advertising: Photograph of the billboard.

Advertising – Television / Radio / Cinema

Radio/ Television / Video Spots





Radio advertising: Copy of the script, length of spot, time and date. Television advertising: Copy of the spot, channel name, time and date. Video spot: copy of the spot with creation date (with reason for creation).

Advertising – Digital Web-based advertising Electronic banner ads Pop-up ad or Web-content which

features HP products, solutions or services SMS campaigns


furniture (chairs, desks, tables etc.) Sponsorship activities are not eligible Penalties or cancellation charges Entertainment/hospitality events are


If activity is performed “in-house” partners must provide letter head statement of itemized costs including the Website address for the Web-content or example of e-advertising content with the date(s) activity was conducted. If there are external costs partners must provide invoices or receipts from third-party suppliers which clearly associate to the activity including date(s) when activity was conducted. Note: Itemized cost breakdown format to be used is available in the MDF Tool –“POC itemized template”

Screenshot of the Web Page showing the digital advert and the Web link / URL of the Web Page OR The Web link / URL where the digital advert is located Video spot: copy of the spot with creation date (with reason for creation). SMS campaign: text of the message with date and list or number of recipients.



Activity Type Descriptions and Examples Examples of Ineligible Expenses

Proof of Cost (PoC) Proof of Performance (PoP)

Search Engine Marketing A form of online advertising that involves the purchasing of ads on search engines to promote websites and gain traffic by increasing their visibility in search engine results pages (SERPs) Search ads should be focused on demand generation and link back to partner’s website. See regional MDF guidelines for partner eligibility to perform SEM activities.

Search Engine Optimization Penalties or cancellation charges Logistical costs Sponsorships


◦ For Alliance co-funded activities, please refer to the Alliances terms for required documentation.

Screenshot of the full Web Page content showing the search and its results. Note: HP reserves the right to request additional proof documentation.

Social Media Social media marketing programs including creation of new content or adaptation of HP-provided content for use on social media sites and publishing of social content onto social media sites for the purpose of attracting attention, generating traffic and spreading electronic word of mouth (eWoM) about HP’s products or services. Social media posts should be focused on demand generation and link back to partner’s website. The amount of social media activity must be quantifiable. See regional MDF guidelines for partner eligibility to perform Social Media activities.

Accessing or receiving social content provided by HP Penalties or cancellation charges Travel, meal, or entertainment

costs Logistical costs Sponsorships

Partners must provide itemized invoices or receipts from third-party suppliers which clearly associate to the activity. If marketing activity is performed by partner in-house, partner must provide letterhead statement or invoice which includes dates, social media posts / activity and itemized costs. Partners performing activities in-house should also refer to their regional MDF guidelines for any additional proof documentation required for claim submission. ◦ For Alliance co-funded activities, please refer to the Alliances terms for required documentation.

Screenshot of the content showing where the post links with HP contents demonstrated Note: HP reserves the right to request additional proof documentation.

Catalogs – Print Print catalogs Catalogue page Product brochures Newsletters Flyers developed for mass distribution to



Meal, accommodation, travel costs Product shipment fee Partner’s infrastructure costs such

as furniture (chairs, desks, tables etc.)

Sponsorship activities Penalties or cancellation charges Entertainment/hospitality events

are not in scope for MDF funding Visa related costs

If marketing activity is performed by Partner “in-house”, Partner must provide letter head statement which includes dates, name of catalog and itemized costs. If there are external costs partners must provide invoices or receipts from third-party suppliers which clearly associate to the activity including date(s) when activity was conducted. Note: Itemized cost breakdown format to be used is available in the MDF Tool –“POC itemized template”


Catalogs – Digital Electronic catalogs which features HP products, solutions or services.






Web link OR Print Screen with readable Web link/ URL showing digital catalog.



Activity Type Descriptions and Examples Examples of Ineligible Expenses Proof of Cost (PoC) Proof of Performance (PoP)

Direct Mail – Print

Direct Mail (print) marketing campaigns

Printed Flyers Distribution of marketing deliverables (e.g.: shipping fees, postage) are eligible.

Meal, accommodation, travel costs Product shipment fee Partner’s infrastructure costs such as furniture

(chairs, desks, tables etc.) Sponsorship activities Penalties or cancellation

charges Entertainment/hospitality events are not in scope


If activity is performed “in-house”, partners must provide letter head statement of itemized costs including number of pieces sent with the date(s) activity was conducted. If there are external costs partners must provide invoices or receipts from third-party suppliers which clearly associate to the activity including date(s) when activity was conducted. Note: Itemized cost breakdown format to be used is available in the MDF Tool –“POC itemized template”

1. PDF Copy of direct mail, sample of flyer, with date and promoted HP products, solutions or services.

2. List or number of recipients. Note: Customer related confidential data (name & other personal info) are not mandatory.

Direct Mail – Digital Direct Mail (email) marketing campaigns

E-shots Electronic flyers


(chairs, desks, tables etc.) Sponsorship activities Penalties or cancellation charges Entertainment/hospitality events are not in scope



1. Copy of email, sample of flyer and with date and promoted HP products, solutions or services.


Telemarketing




for MDF funding Visa related cost

If activity is performed “in-house”, partners must provide letter head statement of itemized costs including number of calls made with the date(s) activity was conducted. If there are external costs partners must provide invoices or receipts from third-party suppliers which clearly associate to the activity including date(s) when activity was conducted. Note: Itemized cost breakdown format to be used is available in the MDF Tool –“POC itemized template”

1. Telemarketing script with date and promoted HP products, solutions or services.

2. List or number of calls/contacts made. Note: Customer related confidential data (name & other personal info) are not mandatory.

Customer Assessment A customer-requested or partner-requested customer consultation or assessment with targeted strategy plan developed for the purpose of displacing an HP competitor, driving incremental HP business with a new customer account or a new division within an existing customer account. The assessment would typically be delivered by a 3rd party consultant or system integrator. Note: If travel is necessary for activity, travel and accommodation costs are eligible for reimbursement.

Trainings for end-customers Partner / MSA employee out of office time Travel or accommodation expenses for HP


only Any travel costs deemed as excessive by HP Sponsorship activities Penalties or cancellation charges Entertainment/hospitality events are not in scope


Partners must provide third-party invoice or itemized (internally generated) breakdown from partner if assessment was completed by the partner with dates activity was conducted. Note: Itemized cost breakdown format to be used is available in the MDF Tool –“POC itemized template”

Copy of assessment feedback with dates when assessment was conducted Note: Customer related confidential data (name & other personal info) are not mandatory.




Event Partner hosted: Briefings/Seminars/Webinars to educate customers about HP products, solutions and services. Shows/Events/Exhibitions/Conferences/ Roadshows or Trade Shows to highlight HP products, services and solutions for customers.

Channel Marketing HP led/hosted: Channel Marketing HP led/hosted Events in which partners participate. Reimbursement is limited to participant’s and HP approved customer’s travel costs, accommodations and participation fees only. Mandatory to provide the participant names Third Party Hosted event: IT Fairs/Events/Trade Fairs/International Trade Show/Roadshows where partner highlights/presents/promotes HP products, services and solutions for customers. If travel is necessary for the activity, travel and accommodation costs are eligible for reimbursement Meals/Catering for attendees not to exceed $150 per person per day of the event Gifts/giveaways are ineligible if not merchandising and comply with the requirements from activity type merchandise

Partner / MSA employee out of office time

Travel or accommodation expenses for HP employees

Product shipment fee Fees paid to an HP employee Airfare expenses are limited to

economy class only Any travel costs deemed as excessive

by HP Sponsorship activities Penalties or cancellation charges Entertainment/hospitality events are

not in scope for MDF funding Visa related costs Partners may not use MDF to pay for

public sector customers to travel to any event, without advance approval of HP Legal.

If marketing activity is performed by Partner “in-house”, Partner must provide letter head statement which includes dates and itemized costs, date(s) of the activity performed. If there are external costs partners must provide invoices or receipts from third-party suppliers which clearly associate to the activity including date(s) when activity was conducted. Note: Itemized cost breakdown format to be used is available in the MDF Tool –“POC itemized template”

1. Copy of agenda OR invite OR event details with date of the activity being conducted.

2. List / names attendees.


Merchandise Low value promotional items ($50 max per item) such as pens, pencils, lighters, caps, t-shirts, mugs, pen drives (with HP Logo) used as customer giveaway at eligible events, trade shows, conferences, open houses promoting HP products.

Partner’s infrastructure costs such as furniture (chairs, desks, tables etc.)

Product shipment fee HP logo branding provided via a

sticker HP Products

If activity is performed “in-house”, Partners must provide letter head statement of itemized costs including date(s) when the activity was conducted If there are external costs partners must provide invoices or receipts from third-party suppliers which clearly associate to the activity including date(s) when activity was conducted. Note: Itemized cost breakdown format to be used is available in the MDF Tool –“POC itemized template”





Training Technical, Sales or other Certification training for Partner Employees. HP courses and training (classroom training delivered by a HP authorized trainer, webinar or web-based training, self-study materials) that lead to a technical or sales certification or qualification provided by HP. Exam vouchers are also eligible if used to obtain a Partner First / Service First certification (or qualification) Lunch and Learn, Knowledge transfer, Sales skills, Coaching. Formal training performed by a HP trainer to Partner employees to ensure their readiness to promote HP’s Products and Services. Note: If travel is necessary for training activity, travel and accommodation costs are eligible for reimbursement.

Trainings for end-customers Partner employee out of office time Travel or accommodation expenses for

HP employees Product shipment fee Fees paid to an HP employee Airfare expenses are limited to economy

class only Any travel costs deemed as excessive by

HP Sponsorship activities Penalties or cancellation charges Entertainment/hospitality events are not

in scope for MDF funding Visa related costs

Partners must provide dated itemized invoices or receipts from third-party suppliers which clearly associate to the activity including date(s) activity was conducted. Note: Itemized cost breakdown format to be used is available in the MDF Tool –“POC itemized template”

1. Training certificate OR copy of the agenda OR training content OR copy of exam vouchers OR self-study guides

2. List of people trained /certified

In-store Marketing Activities

In-store/POS product displays/End caps in windows, floor bays, wall bay or end-cap to demonstrate and generate demand of HP products. Specific HP POS (displays, podiums, pallet wraps, shelf trays, accessory racks, cross-selling displays, shippers, baskets) to generate demand of HP products Demo Days - Expenses for in-store demo activities conducted by partner, promoter or outsourced third party service. Services or tools to help Partners evaluate and manage store assortment, Product placement (planogram), product replenishment, product introductions, promotions management or other activities designed to attract consumers and maximize category performance (sales) in the Partner’s stores. CatMan/Spaceman - Pilot, analysis and or evaluate store assortment, product introductions, promotions and other activities (home & business office segmentation, Fact Tag presence) designed to attract consumers and maximize category performance (sales) in the Partner’s stores Rack jobbing - Maximizing sales using HP products, packaging (placeholder cards, empty packaging, stickering), pricing, and display to stimulate end-users to spend more (driven by the partner)

Partner’s infrastructure costs such as building fixtures, building remodels, furniture (chairs, desks, tables etc.)

MDF can NOT be used to fund promotional cash discounts, vouchers or products. MDF can only be used to fund POS to create awareness of the promotion

This activity-type cannot be used to reimburse demo equipment

Sponsorship activities Penalties or cancellation charges. Entertainment/hospitality events are not

in scope for MDF funding Product shipment

If marketing activity is performed by Partner “in-house”, Partner must provide letter head statement with itemized costs, date(s) of activity If there are external costs partners must provide invoices or receipts from third-party suppliers which clearly associate to the activity including date(s) when activity was conducted. Note: Itemized cost breakdown format to be used is available in the MDF Tool –“POC itemized template”

Photographs of the aisle/ shelf. Copy of the planogram, of the POS on site. OR Photograph of the Point of Sales merchandise on-site promoting HP products.




Partner Sales Incentive Incentive benefit paid by partners to their employees, or by a Distributor to a Reseller or non HP-contracted reseller, for sales of specified HP product during pre-determined short-term timeframe. Examples of rewards include but are not limited to: prize, gift certificates/vouchers, trips, HP products, hotel stays (all non-cash) Examples of activities include but are not limited to: 1. Resellers / Buying Resellers/MSAs may run sales incentives to reward Reseller/Buying Reseller employees for sales made to end user customers 2. Distributors / MSAs may run sales incentives to reward Distributor employees for sales made to non-Partner First Partners 3. Distributors / MSAs may run sales incentive programs for non-Partner First Partners. Distributors may only receive MDF for incentives with non-Partners First partners that reward sell in to those partners and not sell out to final tier customers

All partners / MSAs are responsible for complying with local legal and tax legislation requirements. They should ensure that incentives are set up under appropriate terms and conditions (e.g. targets/criteria that need to be met to win the award, timeframe, promoter details etc.) and that the rewards are not lavish or inappropriate.

Partners / MSAs must handle the execution of the activity and assume responsibility for all costs incurred. Electronic salary payment is allowed for Distributor Partner Employees and final tier employees where MDF is paid directly to the partner. Partners (Distributors and Resellers) are allowed to claim for sales incentive rewards paid by them to their employees via electronic salary payment where MDF is paid directly by HP to the partner subject to Partner providing an accounting document showing the payment of the reward for the sales incentive target achievement Please contact your DBM | PBM for further details regarding the eligibility of sales incentives for distributors

Product discounts, end of life discounts, product rebates

End customer sales incentives HP managed incentive programs HP competitive Product as a reward Gift for purchase Prize draw


If marketing activity is performed by Partner “in-house”, Partner must provide letter head statement which includes dates and itemized costs. If there are external costs partners must provide invoices or receipts from third-party suppliers which clearly associate to the activity including date(s) when activity was conducted. Note: Itemized cost breakdown format to be used is available in the MDF Tool –“POC itemized template”

1. Detailed description of contest or sales incentive including: a. terms and conditions with target of

contest or incentive b. Business Unit and products featured c. dates/timeframe for incentive d. The reward (description including value)

2. Achievement/results including a list of winning sales representatives’ names (or employee number) or reseller with product SKU, quantity sold unit amount and total payout for each representative/reseller.

3. HP Sales Account/Partner Business Manager e-mail approving POP content must be supplied.





HP Champion Partner resource (Marketing, Technical or Sales) focused on planning, implementing and evaluating the effectiveness of programs for promoting, selling and supporting HP products and services. Note: If travel is necessary for activity, travel and accommodation costs are eligible for reimbursement. Airfare expenses are limited to economy class only

Any travel costs deemed as excessive by HP Partner employee out of office time Travel or accommodation expenses for HP

employees Product shipment Fees paid to an HP employee Sponsorship activities Entertainment/hospitality events are not in

scope for MDF funding Visa related costs

Not Applicable Partner must supply the completed HP Champion POP Template along with approval from themselves and the PBM (email or form signature) HP Champion POP Template Is available on the Partner Portal and MDF Tool.

Equipment (demo/dev) Investments made in purchasing, renting or leasing of HP hardware or software for demonstration, application development or customer evaluation purposes. The following terms and conditions apply: A partner co-investment is required for this activity. HP’s co-investment in partner’s demo equipment cannot materially exceed the depreciated value of the unit while it is used as demo equipment: Equipment must be used by the partner for

demonstration purposes only and can be resold at either : - Purchase date plus 6 months or - End Of Sale status has been reached

When demo units are sold to Customers, partners must include all manufacturers’ original equipment, including but not limited to, all parts, documentation and software. Failure to include all items will void the warranty.

Partner is responsible for complying with all laws and regulations governing the sale of such systems when demo equipment is sold to an end-user customer.

The channel partner must advise end users that the product was a demonstration model.

Eligible product cannot be sold to another reseller or broker.





Program


Partners must provide product serial numbers. NOTE: if the HP Serial numbers are displayed on the POC no need to create an additional POP




MSA Requirements:

Activities eligible for MSA Proof of Performance (PoP) for MSA Proof of Cost (PoC) ) for MSA

Advertising – Print Advertising – Television/Radio/Cinema Advertising – Digital Search Engine Marketing Social Media Catalogs – Print Catalogs – Digital Direct Mail – Print Direct Mail – Digital Telemarketing Event In-store Marketing Activities Merchandise Partner Sales Incentive Non - certification Training (limited participants

from one partner only per activity)

POP is only required for: All activities in Russia All Sales Incentives

The conditions have to be fulfilled as per the eligibility matrix above.

Is valid for all the activity types: MSA must provide a detailed cost breakdown

for all costs incurred (using the MSA quotation supplied template or the POC Itemized template), both internal and external along with 3rd party invoices where applicable including date(s) when the activity was conducted. If the 3rd party invoice is not available at the

moment when the claim is submitted, the PO raised to the supplier can be provided instead

8.2.2 Activity Execution

When executing an activity, you may perform the activity itself or outsource it to an agency (which can be the MSA or any other agency). MDF approved activities must be executed by a specified deadline within funding period as defined by the relevant HP business unit.

Activities must be executed and claimed before the end of the Quarter following the allocation of the budget to you (e.g. budget allocated in Quarter 1 (November – December – January) must be spent and claimed before the end of Q2 (April)

8.2.3 Activity Reimbursement and Claiming The activity must be completed before claiming You are required to submit a claim by the claiming deadline. However HP will grant an additional 30 days to partners

who submitted the claim pack on time (before HP claiming deadline) but the claim was initially rejected due to insufficient documentation

The claim request must include the documents mentioned in the Eligibility Matrix and in the claiming instructions published in the MDF Tool

Only approved and complete claims (including all proof of performance and proof of cost) will be reimbursed. If marketing activity is performed by you “in-house”, you must provide letter headed statement which includes dates

and itemized costs as per the provided POC itemized template. Air travel reimbursement is allowed for economy class expense only. Travel and meals expenses are limited to

employees of partners only Distributors are expected to provide the list of unattended partners (legal name) they are providing support to for the

execution of MDF activities HP will not make an MDF payment to partners who fail to submit a claim request or fail to provide HP with required

proof of performance and proof of cost Claims submitted after the claiming deadline will not be valid and no payment will be due even if all documents are

provided and the activity was approved by HP Additional documents are requested if the initial documentation supplied by you is insufficient In addition to the general audit provisions outlined above and in the HP Partner Agreement, HP reserves the right to

audit the activities and request proof of execution, and costs. HP can request additional evidence that the activity has complied with these Terms. You must keep original proof of execution for 2 years. In the event that an audit determines any financial discrepancies or breach of these Terms, you must reimburse HP within 60 days for any improperly claimed or paid amounts and the costs of the audit. In such event, HP also reserves the right to exclude partner from the Program and other applicable HP programs.

In the event that the partner fails to comply with these Terms, HP reserves the right to:

Reclaim any incorrect claims and the costs of an audit Exclude partner from HP’s Co-Marketing Program Exclude partner from HP Partner First Program or other applicable programs



8.2.4 Payment MDF payments are payable only in the country where you are legally registered. MDF payments are made to your legal entity only not to any individual or employee. Where applicable, you must submit a partner-generated invoice or approve HP-generated invoice on your behalf, prior

to HP issuing a payment. The net amount invoiced to HP must not include VAT paid to third party companies who have been involved in the

execution of the activity. MDF payments can be issued to partners via the following approved methods: HP Electronic Funds Transfer (EFT) HP contractual authorized agencies HP will reimburse you 30 days after the complete claim has been sent and validated. You cannot deduct or otherwise offset any amounts due by HP to you with any other amounts due by you to either HP

or any other Hewlett-Packard entity. All payments under these Terms will be made by the HP sales entity with which you have entered into the HP Partner

Agreement, except that all payments in respect of printing supplies will be paid by Hewlett-Packard Europe B.V. or such other name as this entity may change to as the EMEA sales office of these products. In each case the relevant HP entity wishes to promote the marketing of HP Products through this Program and receives measurable benefits under it.

Claims must include the full name, address and VAT identity of the HP entity against which the claim is made, together with a full enough description to identify this Program and the rebates due. Incomplete claims will not be processed.

Rebates calculated in accordance with the Terms are exclusive of VAT. Where applicable, HP will apply local mandatory VAT when processing the payments. The receiver of the payments should fulfill any tax obligations imposed by local tax legislation.

In the event that HP makes an MDF payment in error or an invalid claim is subsequently identified, HP reserves the right to recover the money pursuant to this paragraph in the manner which it determines to be the most expedient in the circumstances (without prejudice to any other rights available to HP), including without limitation: (i) by issuing a claim to the Partner for reimbursement of the overpayment, in which case the Partner agrees to pay within 30 days of HP’s demand and (ii) by deducting the overpayment from subsequent compensation payments to the Partner.

9 HP WORKSTATION CO-MARKETING ACTIVITIES WHICH INCLUDE STAR WARS PROMOTIONAL MATERIALS For any co-marketing activities in relation to HP Workstations which include Star Wars promotional Materials, you agree to the following terms:

9.1 All advertising materials, promotional materials and any other material featuring Disney Intellectual Property (all together referred as “Materials”) shall be previously approved by HP and may be subject to third party approvals. You agree to submit all related creative to your local HP team, who will manage the approvals for all Materials. In case the Materials have not been expressly approved by HP within fifteen (15) business days after your request, they will be deemed disapproved and you will not be authorized to use them. You agree and acknowledge that you will not acquire any proprietary right to or interest in Disney Intellectual Property. As soon as reasonably practicable upon the termination of the co-marketing activity, and, in any case, no later than 31st March 2016, you shall cease using and distributing the Materials and destroy all undistributed Materials and any device used to manufacture such Materials.

9.2 Disney Intellectual Property can only be used in the conditions set out in the Terms. We reserve the right to terminate your participation in the Program at any time in case of your breach or negligent performance or at HP discretion to protect Disney Intellectual Property. You shall indemnify HP against all liabilities, costs, expenses, damages and losses (including but not limited to any direct, indirect or consequential losses) suffered or incurred by HP arising out of or in connection with the breach of the Terms.

Choose the Alliance Partner to review the requirements

INTEL IIP INTEL MDF

Click here to go back

AMD claiming requirements

Claiming documentation should be provided in 3 months after end date of activity

Click on the activity to see requirements details:

ARC

Electronic ads activities:

App Ad In Game Ad

Pop Up Ad Web Banner Website Email/E‐newsletter

SEM Word Search Social Media

Print ad & printed material activities:

Newspaper Magazine Catalog

Retail Circular Direct Mail Poster / Banner

Brochure Datasheet

Leaflet / Flyer

Lead gen, creative, agency & in-store activities

Lead Purchase

Telemarketing Creative Services Marketing Advocate Retail Promoter Point of Sale Material

Seed & demo, research & testing, PR activities

Demo Unit Seed Unit Benchmarking / Testing

Paid Review Product Launch

CMF

E-marketing:

Mobile App Ad Mobile Text Message

In Game/Pop Up Ad Blind Network Ad Targeted Network Ad Contextual Link Web Banner Website Email /Newsletter

SEM Word Search Social Media

Print

Newspaper Magazine

Catalog

Retail Circular Direct Mail

Creative services

Lead purchase Product Launch Creative services

Point of sale

Point of sale material

Retail promoters Giveaways Poster/Banner Brochure Datasheet Leaflet/flyer


Event activities

Roadshow Tradeshow

Training / Education Online / Video Training Outdoor, broadcast & sponsorship activities

Outdoor / Billboard Ad Radio Television Infomercial Sponsorship

Event Activities

Roadshow Tradeshow

Training / Education Webinar Virtual Event Online Training Outdoor, broadcast & sponsorship activities

Outdoor canvasing Outdoor billboard Broadcast Infomercial

Broadcast television Broadcast Radio

Sales Enablement Demo Units

Seed Units Marketing Advocate Product Benchmarking/Testing

Product Brief/Whitepaper Paid Review Telemarketing

Sponsorship Sponsorship


AMD / ARC / Electronic ads activities / App Ad

Claiming documentation required for reimbursement to be provided within 3 months of activity execution end date.

Valid unique approval ID needs to be included in Alliance Ref ID section for each entry in the MDF tool.

Activity Description and Examples:

A digital advertisement on a software application that runs on a smartphone or other portable digital

device.

Proof of Execution Examples:

Ad tracking performance report, including start and end date

Final ad creative that was produced or screenshot showing ad


AMD / ARC / Electronic ads activities / In Game Ad




Advertising integrated into a computer or video game through a display in the background, a commercial

during the pause created when a game loads, or highly integrated within the game so that the advertised

product is necessary to complete part of the game.





AMD / ARC / Electronic ads activities / Pop Up Ad




A window that appears on top of (over) the browser window of a web site that a user has visited. Pop‐ups

are generally new web browser windows to display advertisements, superimposed on the webpage.





AMD / ARC / Electronic ads activities / Web Banner




A graphic image used on websites to advertise a product or service. It is intended to attract traffic to a

website by linking to the website of the advertiser.


Screenshot of ad with URL and date visible

Start and end date of ad Multiple placements of same ad:

One screenshot of ad with URL and date visible

Media schedule (name of websites and dates)


AMD / ARC / Electronic ads activities / Website




A page on the internet dedicated to a specific advertised product or brand on the web.







AMD / ARC / Electronic ads activities / Email / E-newsletter




A regularly distributed electronic publication generally about one main topic that is of interest to its

subscribers.


Copy of the actual e‐communication sent showing To, From, Date, & Subject


AMD / ARC / Electronic ads activities / SEM Word Search




A form of Internet marketing seeking to promote websites by increasing their visibility in search engine

result pages through the use of search engine optimization, paid placement, contextual advertising, and

paid inclusion.


Word list performance report, including start and end date If no AMD marketing benefit is present in the performance report:

Screenshot of the landing page


AMD / ARC / Electronic ads activities / Social Media




The social interaction among people in which they create, share or exchange information and ideas in

virtual communities and networks. - This does not include paid online product reviews.


Screenshot of online media showing URL/address bar and date (date should be visible within screenshot)


AMD / ARC / Print Ad & Printed Material Activities / Newspaper




Ad placed in a printed publication (usually issued daily or weekly) consisting of folded unstapled sheets

and containing news, feature articles, advertisements, and correspondence.


Image of entire page showing ad, with name and date visible on the image; if date is not available on image the cover must be provided showing name and date Multiple publications:

Image of entire page showing ad

Media schedule (should have publication name and date)


AMD / ARC / Print Ad & Printed Material Activities / Magazine




Ad placed in a periodical publication containing articles and illustrations, typically covering a particular

subject.


Image of entire page showing ad, with name and date visible on the image; if date is not available on image the cover must be provided showing name and date Multiple publications:




AMD / ARC / Print Ad & Printed Material Activities / Catalog




A document which lists products, product descriptions, and can be ordered from.


Image of entire page showing ad, with name and date visible on the image; if date is not available on image the cover must be provided showing name and date For online version:

Screenshot of entire page showing ad with URL and date visible on the ad (date should be visible within screenshot)


AMD / ARC / Print Ad & Printed Material Activities / Retail Circular




A multi‐page advertisement from a specific retail store intended for wide distribution, usually printed on a

specific cadence (e.g. weekly).


Image of entire page showing ad, with name and date visible on the image; if date is not available on image the cover must be provided showing name and date For online version:

Screenshot of entire page showing ad with URL and date visible on the ad (date should be visible within screenshot)


AMD / ARC / Print Ad & Printed Material Activities / Direct Mail




Unsolicited advertising sent to prospective customers through postal (physical) mail.


Image of actual printed media (showing all pages)

Number of pieces mailed


AMD / ARC / Print Ad & Printed Material Activities / Poster/Banner




A printed picture, notice, or advertisement displayed in a public place.


A copy, photo, or image or actual produced item


AMD / ARC / Print Ad & Printed Material Activities / Brochure




A small folded book or magazine containing pictures and information about a product or service.




AMD / ARC / Print Ad & Printed Material Activities / Datasheet




A one or two page document of detailed information about a product, usually containing product

specifications.




AMD / ARC / Print Ad & Printed Material Activities / Leaflet/Flyer




An advertisement (usually printed on a page) intended for wide distribution.




AMD / ARC / Lead Gen, Creative, Agency & In-store Activities / Lead Purchase




The purchase of the identity of a person or entity potentially interested in purchasing a product or service,

and represents the first stage of a sales process.


Total number of leads purchased

Lead gen response performance report


AMD / ARC / Lead Gen, Creative, Agency & In-store Activities / Telemarketing




The marketing of goods by means of telephone calls, typically unsolicited, to potential customers.


Published telemarketing script from vendor which is focused on AMD

Telemarketing response performance report, must include number of calls


AMD / ARC / Lead Gen, Creative, Agency & In-store Activities / Creative Services




A subsector of the creative industry, offering creativity for hire, such as writing, designing, and production.


Final creative that was produced


AMD / ARC / Lead Gen, Creative, Agency & In-store Activities / Marketing Advocate




A person who publicly supports, trains, or recommends AMD products and the brand, and sits at the

customer location.


Employee's official title

Employee's job description

Confirmation from AMD of marketing advocate services provided during period claimed


AMD / ARC / Lead Gen, Creative, Agency & In-store Activities / Retail Promoter




Personnel in a retail setting dedicated to marketing a product at the location the product is being sold.


A photo of each Promoter in‐store (or at location of sale) showing AMD logo

Duration of promotion (start & end date)

Number of promoters

If more than 25 promoters:

10 or 10%, whichever is greater, photos of the promoters in‐store (or at location of sale)

showing AMD logo


Number of promoters at each location (store name and city)


AMD / ARC / Lead Gen, Creative, Agency & In-store Activities / Point of Sale Material




Material or displays to advertise a product where it is being sold.


An in‐store photo of each produced item


AMD / ARC / Seed & Demo, Research & Testing, PR Activities / Demo Unit




A product which is demonstrated to a potential customer in attempt to gain their interest in later

purchasing additional units of the product.


Total number of units and specifications of each unit (model #, processor, graphics, memory, etc.)

Explanation of marketing usage for units (seed/evaluation unit, event, in‐store demo, etc.)

If applicable, provide a list of unit recipients including company names and number of units sent to each

For at least 10% of the units or 5, whichever is greater, one of the 3 items below must be provided:

o Shipping document to unit recipient o Email from unit recipient confirming receipt o Photo of demo unit in use (event/in‐store demo unit only)


AMD / ARC / Seed & Demo, Research & Testing, PR Activities / Seed Unit




A product sent to a potential customer in attempt to gain their interest in later purchasing additional units

of the product.



Explanation of marketing usage for units (seed/evaluation unit, event, in‐store demo, etc.)



o A. Shipping document to unit recipient o B. Email from unit recipient confirming receipt


AMD / ARC / Seed & Demo, Research & Testing, PR Activities / Benchmarking/Testing




The process of evaluating a product, either on its own or by comparison with a standard (competitor

product), then publishing the findings.


Final report including test results


AMD / ARC / Seed & Demo, Research & Testing, PR Activities / Paid Review




An online or printed review of an AMD product in exchange for monetary compensation.


Copy of published review


AMD / ARC / Seed & Demo, Research & Testing, PR Activities / Product Launch




An official statement issued to the press giving information on a particular subject (product).


Copy of product launch notification (i.e. email, screenshot of web page, image of product launch press release, etc.)

If a product launch event:

Image of press release and

One of the following: o Photo(s) of product launch event o Presentation Materials o Collateral Materials (i.e. handout or takeaway material)


AMD / ARC / Event Activities / Roadshow




The same presentation held in multiple locations. Usually informal and held outdoors.


Photo(s) of roadshow event underway

List of locations and dates


AMD / ARC / Event Activities / Tradeshow




An exhibition organized so that companies in a specific industry can showcase and demonstrate their

latest products, services, study activities of rivals and examine recent market trends and opportunities.


Photo(s) of tradeshow event underway

Location and date


AMD / ARC / Event Activities / Training/Education




The action of teaching a particular skill, type of behavior, or information about a product.


ONE piece of proof for EACH GROUP below: Group A

An attendee list or the actual sign‐in sheet (including first and last name)*

Registration website showing URL

Invitation or internal email invite

Group B

Photo(s) of training underway showing AMD benefit.

Presentation Materials

Collateral Materials (i.e. handout or takeaway material)

Multiple Events:

One item from Group A above

One item from Group B above



AMD / ARC / Event Activities / Online/Video Training




Web‐based or pre‐recorded video training allowing for self‐directed/self‐paced

any‐time instruction delivered over the Internet, intranet, or CD/DVD



An attendee list or the actual sign‐in sheet (including first and last name)*



Group B



Collateral Materials (i.e. handout or takeaway material)

Multiple Events:




A screenshot of the list of attendees is acceptable in lieu of an attendee list.


AMD / ARC / Outdoor, Broadcast & Sponsorship Activities / Outdoor/Billboard Ad




A large outdoor board for displaying advertisements.


Photo of outdoor media

Media schedule (should have location name and date)


AMD / ARC / Outdoor, Broadcast & Sponsorship Activities / Radio




A broadcast via radio.


Digital copy of the broadcast advertisement Multiple broadcasts:

One copy of the ad

Media schedule (should contain air dates and channel/radio station)


AMD / ARC / Outdoor, Broadcast & Sponsorship Activities / Television




A broadcast via television for public or general consumption.



One copy of the ad

Media schedule (should contain air dates and channel/radio station)


AMD / ARC / Outdoor, Broadcast & Sponsorship Activities / Infomercial




A long form broadcast via television for public or general consumption.


Digital copy of the broadcast advertisement. AMD logo must be visible on screen & AMD name must be mentioned in the broadcast

Multiple broadcasts:

One example of the ad

Media schedule (should contain air dates and channel)


AMD / ARC / Outdoor, Broadcast & Sponsorship Activities / Sponsorship

Claiming documentation required for reimbursement to be provided within 6 months (HP deadline 3m) of execution end date.



Support of an activity financially or through the provision of products or services. A sponsor is the

individual or group that provides the support, similar to a benefactor.




Appropriate proof of performance listed in POP Guidelines for activity executed

Sponsorship Agreement which must meet the following minimum criteria: o Include a detailed description of the benefits of the sponsorship, including dates, locations

(if multiple) and total cost. o Be open to multiple vendors (i.e. non‐specific to AMD)

o Signed by an authorized AMD employee (AMD Global Supply Management (GSM) or AET Member)

*Sponsorship activity type should only be used with an official Sponsorship form exists and invoices or rate card will not be received to FMV the activity


AMD / CMF / Print / Newspaper

Claiming documentation required for reimbursement to be provided within 6 months (HP deadline 3m) of execution end date.



Ad placed in a printed publication (usually issued daily or weekly) consisting of folded unstapled sheets

and containing news, feature articles, advertisements, and correspondence


Image of entire page showing ad, with name and date visible on the image; if date is not available on image the cover must be provided showing name and date

Multiple newspaper publications:




AMD / CMF / Print / Magazine




Ad placed in a periodical publication containing articles and illustrations, typically covering a particular

subject



Multiple newspaper publications:




AMD / CMF / Print / Catalog




A document which lists products, product descriptions, and can be ordered from




AMD / CMF / Print / Retail Circular




A multi-page advertisement from a specific retail store intended for wide distribution, usually printed on a

specific cadence (e.g. weekly)


Image of entire page showing ad, with name and date visible on the image; if date is not available on image the cover must be provided showing name and date For online version of retail circular:

Screenshot of entire page showing ad with name and date visible on the ad


AMD / CMF / Print / Direct Mail




Unsolicited advertising sent to prospective customers through postal (physical) mail


Image of actual printed media (showing all pages)

Number of pieces mailed


AMD / CMF / Outdoor/Broadcast / Outdoor Canvasing




An individual who works in public places or shopping areas to inform the general public about specific

products.


Collateral Material handed out

Location of canvasing, # of people canvasing, and # hours worked


AMD / CMF / Outdoor/Broadcast / Outdoor/Billboard




A large outdoor board for displaying advertisements


Photo of outdoor media

Media schedule (should have location name


AMD / CMF / Outdoor/Broadcast / Broadcast Infomercial




A long form broadcast via television for public or general consumption





Media schedule (should contain air dates and channel)


AMD / CMF / Outdoor/Broadcast / Broadcast Television




A broadcast via television for public or general consumption




Media schedule (should contain air


AMD / CMF / Outdoor/Broadcast / Broadcast Radio




A broadcast via radio




Media schedule (should contain air dates &radio station)


AMD / CMF / Point of Sale / Point of Sale Material




Material or displays to advertise a product where it is being sold


An in-store photo of each produced item


AMD / CMF / Point of Sale / Retail Promoter




Personnel in a retail setting dedicated to marketing a product at the location the product is being sold


A photo of each Promoter in-store (or at location of sale) showing AMD logo


Number of promoters

If more than 25 promoters, the alternative proof may be submitted:

10 or 10%, whichever is greater, photos of the Promoter(s) in‐store (or at location of sale) showing

AMD logo

Duration of promotion (start & end date) for each location (store name and city)

Number of promoters at each location (store name and city)


AMD / CMF / Point of Sale / Giveaways




An AMD branded item produced to be distributed to individuals to increase their interest in a

company/product


A photo of giveaway of each final produced item (creative will not be accepted). Photo must

show AMD marketing benefit

Explanation of who the item was distributed to

Explanation of how the item was distributed

Explanation of how recipients were selected


AMD / CMF / Point of Sale / Poster/Banner




A printed picture, notice, or advertisement displayed in a public place


Photo of poster/banner


AMD / CMF / Point of Sale / Brochure




A small folded book or magazine containing pictures and information about a product or service


Copy of brochure


AMD / CMF / Point of Sale / Datasheet




A one or two page document of detailed information about a product, usually containing product

specifications


Copy of data sheet


AMD / CMF / Point of Sale / Leaflet/Flyer




An advertisement (usually printed on a page) intended for wide distribution


Image of actual printed media


AMD / CMF / Event / Roadshow




The same presentation held in multiple locations. Usually informal and held outdoors (e.g. college campus

tour)





AMD / CMF / Event / Tradeshow




An exhibition organized so that companies in a specific industry can showcase and demonstrate their

latest products, services, study activities of rivals and examine recent market trends and opportunities



List of location(s) and date(s)


AMD / CMF / Event / Training/Education




The action of teaching a particular skill, type of behavior, or information about a product



An attendee list or the actual sign-in sheet (including first and last name)*


Invitation or internal email invite Group B



Collateral Materials (i.e. handout or takeaway material) Multiple Events:




AMD / CMF / Event / Webinar




A service that allows data streams of text-based messages, voice and video chat to be shared

simultaneously, across geographically dispersed locations


ONE piece of proof for EACH GROUP below:

Group A

An attendee list (including first and last name)*



Group B

Screenshot of online event underway showing AMD benefit


Multiple Events:




*Screenshot of the list of attendees is acceptable in lieu of a sign in sheet


AMD / CMF / Event / Virtual Event




Virtual events can offer a number of ways for participants to connect and communicate, the most

common being a webcast, which would include live presentations or pre-recorded videos where the

presenters are available for questions and answers at the end of the session



Group A

An attendee list (including first and last name)



Group B



Multiple Events:





AMD / CMF / Event / Online Training




Web-based training allowing for self-directed/self-paced any-time instruction delivered over the Internet

or an intranet



Group A

An attendee list (including first and last name)



Group B



Multiple Events:





AMD / CMF / E-marketing / Mobile App Ad




A digital advertisement on a software application that runs on a smartphone or other portable digital

device





AMD / CMF / E-marketing / Mobile Text Message




An electronic communication sent and received by cellular phone





AMD / CMF / E-marketing / In game/Pop up add




A type of window that appears on top of (over) the browser window of a Web site that a user has visited.

Pop-ups are generally new web browser windows to display advertisements , superimposed on the web

page.





AMD / CMF / E-marketing / Blind Network Ad




Ad network that does not let advertisers know where (or on which publishers’ websites) their ads are

displayed





AMD / CMF / E-marketing / Targeted Network Ad




A form of targeted advertising in which the content of an ad is in direct correlation to the content of the

web page the user is viewing





AMD / CMF / E-marketing / Contextual link




An affiliate link embedded in relevant website text content. The link will direct to a landing page with

additional information


Screenshot of online media showing URL and date (date should be visible within screenshot)

Duration of ad (start & end date)

A screenshot of corresponding landing pages showing URL (date should be visible within screenshot) Multiple placements:

One screenshot of ad from website showing URL


A screenshot of corresponding landing pages showing URL (date should be visible within screenshot)


AMD / CMF / E-marketing / Web Banner




A graphic image used on websites to advertise a product or service. It is intended to attract traffic to a

website by linking to the website of the advertiser







AMD / CMF / E-marketing / Website




A page on the internet dedicated to a specific advertised product or brand on the web







AMD / CMF / E-marketing / Email/Newsletter




A regularly distributed electronic publication generally about one main topic that is of interest to its

subscribers


Copy of the actual e-communication sent showing To, From, Date, & Subject


AMD / CMF / E-marketing / SEM Word Search




A form of Internet marketing seeking to promote websites by increasing their visibility in search engine

result pages through the use of search engine optimization, paid placement, contextual advertising, and

paid inclusion.


Word list performance report, including start and end date If no AMD marketing benefit is present in the performance report:

Screenshot of the landing page


AMD / CMF / E-marketing / Social Media




The social interaction among people in which they create, share or exchange information and ideas in

virtual communities and networks - This would not include paid online product reviews


Screenshot of online media showing URL/address bar and date (date should be visible within screenshot)


AMD / CMF / Sales Enablement / Demo Units




A product which is demonstrated to a potential customer in attempt to gain their interest in later

purchasing additional units of the product



Explanation of marketingusage for units (seed/evaluation unit, event, in-store demo, etc.)



o Shipping document to unit recipient o Email from unit recipient confirming receipt o Photo of demo unit in use (event/in-store demo unit only)

If unit is purchased for use within HP, explicit detail must be given at claiming on how the unit was used for HP/AMD co-marketing


AMD / CMF / Sales Enablement / Seed Units




A product sent to a potential customer in attempt to gain their interest in later purchasing additional units

of the product



Explanation of marketingusage for units (seed/evaluation unit, event, in-store demo, etc.)



o Shipping document to unit recipient o Email from unit recipient confirming receipt

If unit is purchased for use within HP, explicit detail must be given at claiming on how the unit was used for HP/AMD co-marketing


AMD / CMF / Sales Enablement / Marketing Advocate




A person who publicly supports, trains, or recommends AMD products and the brand, and sits at the

customer location


Employee's official title Employee's job description

Confirmation from AMD of marketing advocate services provided during period claimed


AMD / CMF / Sales Enablement / Product Benchmarking/Testing




The process of evaluating a product by comparison with a standard (competitor product), then publishing

the findings


Final report including test results


AMD / CMF / Sales Enablement / Product Brief/Whitepaper




An authoritative report or guide that often addresses issues and how to solve them, often used to educate

readers and help people make decisions


Copy of product brief/whitepaper


AMD / CMF / Sales Enablement / Research – Paid Review




An online or printed review of an AMD product in exchange for monetary compensation


Copy of published review


AMD / CMF / Sales Enablement / Telemarketing




The marketing of goods by means of telephone calls, typically unsolicited, to potential customers


Published telemarketing script from vendor which is focused on AMD

Telemarketing response performance report, must include number of calls


AMD / CMF / Creative Services / Lead Purchase




The purchase of the identity of a person or entity potentially interested in purchasing a product or service,

and represents the first stage of a sales process


Total number of leads purchased

Lead gen response performance report


AMD / CMF / Creative Services / Product Launch




An official statement issued to the press giving information on a particular subject (product)


Copy of product launch notification (i.e. email, screenshot of web page, image of product

launch press release, etc.) If a product launch event:

Image of press release

One of the following: o Photo(s) of product launch event o Presentation Materials o Collateral Materials (i.e. handout or takeaway material)


AMD / CMF / Creative Services / Creative Services




A subsector of the creative industry, offering creativity for hire, such as writing, designing, and production




AMD / CMF / Sponsorship / Sponsorship




A subsector of the creative industry, offering creativity for hire, such as writing, designing, and production



IIP claiming requirements

Claiming documentation should be provided in 3 months after end date of activity.

1. Please always include ALLIANCE REFERENCE ID in DGF/MDF tool and in e-mail subject if applicable.

2. Please check claiming requirements with HP campaign owner or by clicking on the activity listbelow.

3. If there are any changes (dates, budget, assets, etc.) in the activity, please send updated

documents to the campaign owner, who needs to report it to HP Alliance AdCheck Team.

4. If your campaign consists of few activity types, please submit claiming documentation separatelyfor each media type.

5. If any supporting documentation needs to be provided, please make sure if it is an officialdocument issued by third-party agency or media owner, showing the letterhead/logo.

6. Please always upload documents in ZIP file

7. Please note, that Intel has one year after claiming date for AUDIT the campaign.

OMI - Original media invoice (OMI) * from media owner or vendor confirmed by an official statement.

OMI must include HP / Intel mention. OMI must cover 100% of the total activity cost. Intel will reimburse agreed percentage of the total cost from the OMI.

Class A Invoice - an original media invoice (OMI) clearly shows the transaction between the media owner and the channel partner. The channel partner must not have a vested interest in the media company. Channel partner and agency invoices are not acceptable, even if agency has exclusive rights to some media. Invoices coming from agencies with annual contracts with media owners are not accepted.

Supporting documents can be PDF, Excel, or Word and must clearly show the third-party agency or media owner letterhead/logo, or letter from third-party agency or media company confirming the supporting

documents are issued by them. All documents must be from a third-party agency or media owner.

Please check the next page for requirements details


HP & MSA Led (driven by HP)

Online:

Application E-mail

Landing Page Creation Member Website - Online Display Online Display Online Video Creation Online Video Spot Podcast

Search Social Landing Page Creation Social Online Display Social Post Text Ad

OOH:

Billboard/Transit Cinema

Digital Video Screen

Broadcast:

Radio

Television

Print:

Collateral Magazine/Newspaper

Events:

Member-owned Event Member participation in Third-party Event Promotion Sponsorship of Member-owned Event

Lead Management (business only):

Lead Generation Lead Nurturing

Channel Partner Led (driven by Retailer)

Online:

Application Channel Partner Website - Online Display

E-mail Landing Page Creation Online Display Online Video spot Podcast Search

Text Ad

OOH:

Billboard/Transit Cinema

Digital Video Screen

Broadcast:

Radio Television

Print:

Collateral Magazine/Newspaper

Events

Channel Partner-Owned Event Channel Partner participation in Third-party Event Promotion Lead Management (Business only):

Lead Generation Lead Nurturing

See full requirements on IIP Portal

https://intelinside.intel.com/new

HP Led & MSA / Online / Application

Claiming documentation required for reimbursement (to provide in 3 months)

Proof of Performance (POP) with visible Intel branding: A digital copy of the creative, including the application design and image of the complete

landing page

Proof Of Cost (POC): Class A Invoice Itemized original media invoice - OMI* to HP or HP’s agency OR Itemized vendor invoice to HP or HP’s agency OR Itemized agency invoice to HP or HP’s agency

Original media invoice (OMI) * from media owner or vendor confirmed by an official statement. OMI must include HP / Intel mention. OMI must cover 100% of the total activity cost. Intel will reimburse agreed percentage of the total cost from the OMI.

The invoice must include these items:

HP Name Invoice Number Bill from party/vendor Bill to party (HP or agency) Cost description Invoice amount Agency fees, including commissions (non reimbursable) Invoice issue date Activity start and end dates Tax, discounts, rebates, bonus ads (non reimbursable)

Items required on the invoice or supporting documentation*:

Creative costs and production costs Hosting and media costs, when applicable, including cost model (CPC, CPM, CPD, etc.) and quantity Website name and URL, if claiming for media or hosting costs

* Supporting documents can be PDF, Excel, or Word and must clearly show the third-party agency or media owner letterhead/logo, or letter from third-party agency or media company confirming the supporting documents are issued by them. All documents must be from a third-party agency or media owner.

* Original Media Invoice - an original media invoice (OMI) clearly shows the transaction between the media owner and the channel partner. The channel partner must not have a vested interest in the media company. Channel partner and agency invoices are not acceptable, even if agency has exclusive rights to some media. Invoices coming from agencies with annual contracts with media owners are not accepted.

Reimbursable Costs Creative: agency design fee for application concept Production: agency cost for application development Net media and hosting cost

Any costs that do not appear on the reimbursable cost list are non-reimbursable.

HP Led & MSA / Online / Email


Proof of Performance (POP) with visible Intel branding: A digital copy of the creative showing all content, and an image of the complete landing page.

Proof Of Cost (POC): Class A Invoice

Itemized original media invoice - OMI* to HP or HP’s agency OR Itemized vendor invoice to HP or HP’s agency OR Itemized agency invoice to HP or HP’s agency



HP Name Invoice Number Bill from party/vendor Bill to party (HP or agency) Cost description Invoice amount Agency fees, including commissions (non-reimbursable) Invoice issue date Activity start and end dates Tax, discounts, rebates, bonus ads (non-reimbursable)

Items required on the invoice or supporting documentation*: Distribution cost and unit cost, such as cost-per-delivered and cost-per-read Quantity



Reimbursable Costs Net media costs Production costs Creative costs Ad serving technical costs


HP Led & MSA / Online / Landing Page Creation


Proof of Performance (POP) with visible Intel branding: complete landing page






Creative costs and production costs, including website maintenance and set up costs Website name and URL



Reimbursable Costs

Creative: agency fee for page design and content development Production: agency cost, including design development, hosting, maintenance and upload


HP Led & MSA / Online / Member Website - Online Display


Proof of Performance (POP) with visible Intel branding: A digital copy of the creative showing all content and an image of the complete landing page.

Proof Of Cost (POC):

Rate card Third-party tracking report or site ad management report

Reimbursable Costs

Net media cost


HP Led & MSA / Online / Online Display









Website name and URL Media cost: include cost model (CPC, CPM, CPD, etc.) and quantity



Reimbursable Costs Net media cost Campaign optimization costs


HP Led & MSA / Online / Online Video Creation


Proof of Performance (POP) with visible Intel branding: A digital copy of the creative showing all video content, and an image of the complete landing

page, if applicable.





Items required on the invoice or supporting documentation:

Creative costs and production costs



Reimbursable Costs

Creative: agency design fee for video concept and content development Production: agency costs for video shooting and production


HP Led & MSA / Online / Online Video Spot


Proof of Performance (POP) with visible Intel branding: A digital copy of the creative showing all video content, and an image of the complete landing

page, if applicable.






Hosting and media costs, when applicable, including cost model (CPC, CPM, CPD, etc.) and quantity Website name and URL (only required if requesting reimbursement for hosting or media costs)



Reimbursable Costs

Net media cost, including uploading and hosting cost Any costs that do not appear on the reimbursable cost list are non-reimbursable.

HP Led & MSA / Online / Podcast


Proof of Performance (POP) with visible Intel branding: A digital copy of audio file or script and an image of the complete landing page if applicable







Creative costs and production costs, including website maintenance and website setup costs Hosting and media costs when applicable, as well as website name and URL



Reimbursable Costs

Creative: agency design fee for podcast content development Production: agency costs for podcast development, such as costs of online facilitation tools Net media cost for podcast hosting on third-party website, including web maintenance and setup

costs Ad serving technical cost


HP Led & MSA / Online / Search


Proof of Performance (POP) with visible Intel branding: Third-party tracking report listing search query result, ad copy and display URLs Image of the complete landing page







Website name and URL. If specific list of URLs cannot be provided, a third-party report detailing the number of clicks or impressions received, average cost per unit, campaign name, and ad network or platform name referenced may be submitted instead.

Media cost: include cost model (CPC, CPM, CPD, etc.) and quantity.


* Original Media Invoice - an original media invoice (OMI) clearly shows the transaction between the media owner and the channel partner. The channel partner must not have a vested interest in the media company. Sales partner and agency invoices are not acceptable, even if agency has exclusive rights to some media. Invoices coming from agencies with annual contracts with media owners are not accepted.



HP Led & MSA / Online / Social Landing Page Creation


Proof of Performance (POP) with visible Intel branding: A digital copy of the complete landing page.










Reimbursable Costs

Creative: agency fee for page design and content development Production: agency cost, including design development, hosting, maintenance and upload


HP Led & MSA / Online / Social Online Display


Proof of Performance (POP) with visible Intel branding:

A digital copy of the creative showing all content, and an image of the complete landing page





Items required on the invoice or supporting documentation *:






HP Led & MSA / Online / Social Post


Proof of Performance (POP) with visible Intel branding: A digital copy of the creative, including the content of the ad, and an image of the complete

landing page










Reimbursable Costs: Net media cost Campaign optimization costs Any costs that do not appear on the reimbursable cost list are non-reimbursable.

HP Led & MSA / Online / Text ad



landing page










Reimbursable Costs

Net media cost Campaign optimization costs


HP Led & MSA / OOH / Billboard / Transit


Proof of Performance (POP) with visible Intel branding: A digital copy of the creative showing all content, and an image of the complete landing page,

if applicable.






Installation and removal costs Media placement cost per location Number of ads Placement location and size of ad Scan code costs, if applicable



Reimbursable Costs Net media cost, including installation, removal costs, lighting of billboard


HP Led & MSA / OOH / Cinema


Proof of Performance (POP) with visible Intel branding: A digital copy of the creative showing all content, and an image of the complete landing page

if applicable.






Theater name and movie title Number of spots and cost per spot Duration of spot



Reimbursable Costs:

Net media cost


HP Led & MSA / OOH / Digital Video Screen


Proof of Performance (POP) with visible Intel branding: A digital copy of the creative showing all content, and an image of the complete landing page,

if applicable.






Ad duration Media placement cost per location Tax, discounts, rebates, bonus ads Placement location Scan code costs, if applicable



Reimbursable Costs

Net media cost


HP Led & MSA / Broadcast / Radio


Proof of Performance (POP) with audible Intel branding: Radio spot and image of the complete landing page if applicable







Network or radio channel name Number of spots and cost per spot Duration of spot If activity is not purchased by spot, provide purchase method with supporting documentation If activity is purchased through ad networks, and a list of channels cannot be provided, submit a

third-party report detailing transmission report(s) from stations or tracking companies. Detail should include number of spots that ran, spot times, and GRPs for relevant creative(s).



Reimbursable Costs Net media cost


HP Led & MSA / Broadcast / Television


Proof of Performance (POP) with visible Intel branding: TV Spot


Itemized original media invoice - OMI* to HP or HP’s agency Itemized vendor invoice to HP or HP’s agency Itemized agency invoice to HP or HP’s agency





Broadcast or cable channel name. Number of spots and cost per spot. Duration of spot. If the activity is not purchased by spot, provide documentation of the quantity and relevant

purchase method, if that information is not available on the invoice. If the activity is purchased through an ad network, and a list of channels cannot be provided, submit

a third-party report detailing the number of spots purchased, average cost per spot, campaign name, and ad network name.



Reimbursable Costs

Net media cost


HP Led & MSA /Print / Collateral


Proof of Performance (POP) with visible Intel branding: Whole collateral and the complete landing page (if there is one)







Media placement cost Number of pieces Creative and production costs, including copywriting and printing Postage Hosting and media placement costs, including unit and unit cost E-catalog/e-brochure website name and URL



Reimbursable Costs

Net media cost Creative: agency design and content development Production: cost incurred to produce or print the material, including prepress, printing, post

production, assembling, maintenance, and upload Production: cost incurred to produce the digital version of material, including conversion,

maintenance, and upload Scan code cost Distribution cost for door drops Printing cost of envelope, if co-branded Shipping cost to transfer collateral from vendor to member or fulfillment house Postage cost to mail piece to end user Assembly cost of putting collateral and envelope together


HP Led & MSA /Print / Magazine / Newspaper



landing page, if applicable.






Publication name Number of insertions Media placement costs



Reimbursable Costs

Net media cost


HP Led & MSA / Lead Management / Lead Generation (business only)


Proof of Performance (POP) with visible Intel branding: A digital copy of the complete page where content is offered for content syndication A digital copy of the telemarketing script for telemarketing campaign







Member name Invoice number Bill from party/vendor Bill to party (member or agency) Cost description Source of database Number of leads Invoice amount Agency fees, including commissions Invoice issue date Activity start and end dates Tax, discounts, rebates, bonus ads



Reimbursable Costs

Net media cost (cost-per-lead or cost-per-impression)


HP Led & MSA / Lead Management / Lead Nurturing (business only)


Proof of Performance (POP) with visible Intel branding: A digital copy of the telemarketing script.






Items required on the invoice or supporting documentation*: When submitting reimbursement, invoice must be itemized to show all of the following. Supporting documents are not acceptable as replacement for invoice itemization.

Invoice must be itemized and state the source of the database Member name Invoice number Bill from party/vendor Bill to party (member or agency) Cost description Invoice amount Agency fees, including commissions Invoice issue date Activity start and end dates Tax, discounts, rebates, bonus ads Number of leads contacted



Reimbursable Costs:

Net media cost Telephone charges Labor to deliver telemarketing Copywriting, editing, translating, and formatting telemarketing scripts Producing and printing scripts Generating metrics reports


HP Led & MSA / Events / Member- Owned Event


Proof of Performance (POP) with visible Intel branding: A photo of each of the following items:

o Venue set up o Product and showcase, if there is one o Co-branded items submitted for reimbursement

Proof of Event availability to a broad audience (required for activities which do not use

Spending Limit budget) The event name, date, and location must be publicized at least one week in advance of the event. One or more of the following is required: o Screenshot and URL of unrestricted website advertising the event (member website,

microsite, etc.) o Copy of press article o Copy of ad (print, broadcast, online) announcing the event o Copy of a social media posting (e.g., a tweet)






Location Itemization of gift and entertainment costs Detail of venue costs Itemization of travel/lodging costs including food and beverages Number of people invited to event minus member and Intel attendees

Number of attendees for each entertainment event that takes place outside of the main event venue and the number of people receiving gifts minus member and Intel attendees



Reimbursable Costs

Additional room fee for co-branded break-out sessions Alcoholic beverages, if part of a meal Co-branded event application Co-branded invitations, registration website, giveaways Co-branded meeting materials (e.g., handout, catalog) Creative agency fee for webinar content development Creative design and production for event signage, booth, or kiosk Event management/agency fee Gifts and entertainment within Intel-approved amounts Logistics and venue-related cost including booth or venue rental, setup, decoration, carpet, audio

visual and lighting equipment rental, electrical, appliance rental, internet, furniture, catering Net media cost for promotion of event Net media costs, including webinar hosting on third-party website Production costs for webinar development (e.g. costs of online facilitation tools) Promoter costs for a specific event including third-party promoter, speaker, creative, construction

team member, training, parking, venue Rental or lease of equipment and software related to lead retrieval including badge scanners Shipping of demo units Speaker costs Third-party or speaker participation fee Telemarketing, direct mail or e-mail activities for invitation and follow up Television or digital screen rental Travel and accommodations within Intel-approved amounts


HP Led & MSA / Events / Member Participation in Third-Party Event


Proof of Performance (POP) with visible Intel branding: A photo of each of the following items:



Spending Limit budget) The event name, date, and location must be publicized at least one week in advance of the event. One or more of the following is required: o Screenshot and URL of unrestricted website advertising the event (member website,

microsite, etc.) o Copy of press article o Copy of ad (print, broadcast, online) announcing the event o Copy of a social media posting (e.g., a tweet)







Location Itemization of gift and entertainment costs Detail of venue costs Itemization of travel/lodging costs including food and beverages Number of people invited to event minus member and Intel attendees

Number of attendees for each entertainment event that takes place outside of the main event venue and the number of people receiving gifts minus member and Intel attendees

Sponsorship package and fee details, if applicable * Supporting documents can be PDF, Excel, or Word and must clearly show the third-party agency or media owner letterhead/logo, or letter from third-party agency or media company confirming the supporting documents are issued by them. All documents must be from a third-party agency or media owner.


Reimbursable Costs

Additional room fee for break-out sessions Alcoholic beverages, if part of a meal Co-branded invitations, registration website, giveaways Co-branded meeting materials (e.g., handout, catalog) Creative design and production for event signage, booth, or kiosk Event management/agency fee and agency accommodation, meal, transportation, phone charges Event sponsorship fee Gifts and entertainment within Intel-approved amounts Logistics and venue-related cost including booth or venue rental, setup, decoration, carpet, audio

visual and lighting equipment rental, electrical, appliance rental, internet, furniture, catering Net media cost for promotion of event Promoter costs for a specific event including third-party promoter, speaker, creative, construction

team member, training, parking, venue Rental and shipping of demo units Rental or lease of equipment and software related to lead retrieval including badge scanners Security guards Show participation fee Telemarketing, direct mail, or email activities for invitation and follow-up Television or Digital screen rental Third-party or speaker participation fee Travel and accommodations within Intel-approved amounts


HP Led & MSA / Events / Promotion


Proof of Performance (POP) Image of the Intel® logo and Intel mention on all display elements, such as posters and fact

tags Image of the booth or kiosk, if there is one Image of all co-branded items submitted for reimbursement Image of the overall promotion in each location being claimed Digital copy of promoter training material, presentations, and demonstration content


Itemized original media invoice - OMI* to HP or HP’s agency OR Itemized vendor invoice to HP or HP’s agency OR Itemized agency invoice to HP or HP’s agency OR





List of locations with an itemized breakdown of quantity if more than one location is being claimed Itemization of gift and entertainment costs Itemized venue costs



Reimbursable Costs

Cost of hiring and training promoters including the venue where training is held Creative design and production, installation and shipping of co-branded signage, booth, kiosk and

items including giveaways, handouts and staff uniforms Logistic and venue related costs: booth or venue set up, decoration, carpet, electrical, internet,

furniture and catering Security costs Event management/agency fee


HP Led & MSA / Events / Sponsorship Member Owned Event


Proof of Performance (POP) : Documentation defined by the sponsorship package.

Proof Of Cost (POC): Sponsorship package or supporting documentation including:

Date range sponsorship event took place Location Number of people invited Details defined in the sponsorship package

Reimbursable Costs As defined by the sponsorship package

Channel Partner Led / Online / Application


on Class A Invoice ONLY

Proof of Performance (POP) with visible Intel branding: A digital copy of the creative including the application design and image of the complete

landing page.

Proof Of Cost (POC): Class A Invoice (Original media invoice - OMI)*: Itemized media owner or vendor invoice to Channel Partner OR Itemized media owner or vendor invoice to Channel Partner’s agency



Invoice number Bill from party/vendor Bill to party (Channel Partner or agency) Member name and Channel Partner name Cost description Invoice amount Agency fees, including commissions (non reimbursable) Invoice issue date Activity start and end dates Tax, discounts, rebates, bonus ads (non reimbursable)


Creative costs and production costs Hosting and media costs, when applicable, including cost model (CPC, CPM, CPD, etc.) and quantity Website name and URL, if claiming for media or hosting costs

* Supporting documents can be PDF, Excel, or Word and must clearly show the third-party agency or media owner letterhead/logo, or letter from third-party agency or media company confirming the supporting documents are issued by them. All documents must be from a third-party agency or media owner. * Class A Invoice - an original media invoice (OMI) clearly shows the transaction between the media owner and the channel partner. The channel partner must not have a vested interest in the media company. Channel partner and agency invoices are not acceptable, even if agency has exclusive rights to some media. Invoices coming from agencies with annual contracts with media owners are not accepted.

*Invoices from Russia must be in Russian, in the particular legal format with original signatures of both the company's general manager and chief accountant, and with a blue round company stamp. Reimbursable Costs Creative: agency design fee for application concept Production: agency cost for application development Net media and hosting cost


Channel Partner Led / Online / Channel Partner Website - Online Display


on Rate Card ONLY

Proof of Performance (POP) : A digital copy of the creative showing all content and an image of the complete landing page. Third-party tracking report or site ad management report or signed partner confirmation

statement with below points: o Website URL(s) or network(s) o Format(s) o Number of impressions per format

Proof Of Cost (POC): RATE CARD for Channel Partner Website – online display

Reimbursable Costs Net media cost calculated based on rate cards


Channel Partner Led / Online / Email


on Original Media Invoice ONLY


Proof Of Cost (POC): Class A Invoice (Original media invoice - OMI)*:

Itemized media owner or vendor invoice to Channel Partner OR Itemized media owner or vendor invoice to Channel Partner’s agency





Distribution cost and unit cost, such as cost-per-delivered and cost-per-read Quantity


*Invoices from Russia must be in Russian, in the particular legal format with original signatures of both the company's general manager and chief accountant, and with a blue round company stamp. Reimbursable Costs Net media costs Production costs Creative costs Ad serving technical costs


Channel Partner Led / Online / Landing Page Creation



Proof of Performance (POP) with visible Intel branding: Complete landing page

Proof Of Cost (POC): Class A Invoice (Original media invoice - OMI)*: Itemized media owner or vendor invoice to Channel Partner Itemized media owner or vendor invoice to Channel Partner’s agency

Original media invoice (OMI) * from media owner or vendor confirmed by an official statement. OMI must include HP / Intel mention. OMI must cover 100% of the total activity cost. Intel will reimburse agreed percentage of the total cost from the OMI. The invoice must include these items:





*Invoices from Russia must be in Russian, in the particular legal format with original signatures of both the company's general manager and chief accountant, and with a blue round company stamp.

Reimbursable Costs Creative: agency fee for page design and content development Production: agency cost, including design development, hosting, maintenance, and upload


Channel Partner Led / Online / Online Display


1. Option: Online Display on Original Media Invoice:

Proof of Performance (POP) with visible Intel branding: A digital copy of the creative showing all content and an image of the complete landing page








2. Option: Online Display on Rate Card

Proof of Performance (POP) Design of ad and the complete landing page with visible Intel branding Tracking report from media owner or third-party tracking company with below points:

o Website URL(s) or network(s) o Format(s) o Number of impressions per format

Proof Of Cost (POC): RATE CARD for Online Display


* Class A Invoice - an original media invoice (OMI) clearly shows the transaction between the media owner and the channel partner. The channel partner must not have a vested interest in the media company. Channel partner and agency invoices are not acceptable, even if agency has exclusive rights to some media. Invoices coming from agencies with annual contracts with media owners are not accepted.




Channel Partner Led / Online / Online Video Spot


1. Option: on Original Media Invoice:

Proof of Performance (POP) with visible Intel branding: A digital copy of the creative showing all video content and an image of the complete landing

page, if applicable

Proof Of Cost (POC): Class A Invoice (Original media invoice - OMI)*: Itemized media owner or vendor invoice to Channel Partner OR Itemized media owner or vendor invoice to Channel Partner’s agency





Hosting and media costs when applicable, including unit and unit cost Website name and URL (only required if requesting reimbursement for hosting or media costs)

2. Option: on Rate Card

Proof of Performance (POP) Video spot and the complete landing page with visible Intel branding Tracking report from media owner or third-party tracking company with below points:

o Website URL(s) or network(s) o Number of impressions

Proof Of Cost (POC): RATE CARD for Online Video



*Invoices from Russia must be in Russian, in the particular legal format with original signatures of both the company's general manager and chief accountant, and with a blue round company stamp. Reimbursable Costs

Net media cost, including uploading and hosting cost


Channel Partner Led / Online / Podcast



Proof of Performance (POP) with visible Intel branding: A digital copy of audio file or script and an image of the complete landing page if applicable







Creative costs and production costs, including web site maintenance and website set up costs Hosting and media costs when applicable, as well as website name and URL


*Invoices from Russia must be in Russian, in the particular legal format with original signatures of both the company's general manager and chief accountant, and with a blue round company stamp. Reimbursable Costs Net media cost for podcast hosting on third-party website, including web maintenance and set-up

costs Creative: agency design fee for podcast content development Production: agency costs for podcast development, such as costs of online facilitation tools Ad serving technical cost


Channel Partner Led / Online / Search


on Class A Invoice ONLY:

Proof Of Performance (POP):

Third-party tracking report listing search query result, ad copy and display URLs Image of the complete landing page

Proof Of Cost (POC): Class A Invoice (Original media invoice)*:



The invoice must include these items: Invoice number Bill from party/vendor Bill to party (Channel Partner or agency) Member name and Channel Partner name Cost description Invoice amount Agency fees, including commissions (non-reimbursable) Invoice issue date Activity start and end dates Tax, discounts, rebates, bonus ads (non-reimbursable)

Items required on the invoice or supporting documentation: Website name and URL. If specific list of URLs cannot be provided, a third-party report detailing the

number of clicks or impressions received, average cost per unit, campaign name, and ad network or platform name referenced may be submitted instead.



*Invoices from Russia must be in Russian, in the particular legal format with original signatures of both the company's general manager and chief accountant, and with a blue round company stamp. Reimbursable Costs Net media cost Campaign optimization costs


Channel Partner Led / Online / Text Ad


on Class A Invoice ONLY:


A digital copy of the creative, including the content of the ad, and an image of the complete landing page





Invoice number Bill from party/vendor Bill to party (Channel Partner or agency) Member name and Channel Partner name Cost description Invoice amount Agency fees, including commissions (non-reimbursable) Invoice issue date Activity start and end dates Tax, discounts, rebates, bonus ads (non-reimbursable)






Reimbursable Costs

Net media cost Campaign optimization costs


Channel Partner Led / OOH / Billboard/Transit


1. Option: on Class A Invoice:

Proof Of Performance (POP) with visible Intel branding:

A digital copy of the creative showing all content and an image of the complete landing page, if applicable.

Proof Of Cost (POC): Class A Invoice (Original media invoice)*: Itemized media owner or vendor invoice to Channel Partner Itemized media owner or vendor invoice to Channel Partner’s agency





Installation and removal costs Media placement cost per location Number of ads Placement location and size of ad Scan code costs, if applicable 2. Option: on Rate Card: Proof Of Performance (POP):

One photo per each billboard type displayed in placement location (with visible Intel branding) Media owner or vendor report with below points:

o Contractor / vendor name o Vendor contact details o Dates o Format(s) o Number of panels per format o Location of panels (city and street, metro line, station name)

Proof Of Cost (POC): Class A Rate Card for Out of Home



Net media cost, including installation, removal costs, lighting of billboard


Channel Partner Led / OOH / Cinema



Proof Of Performance (POP) with visible Intel branding: A digital copy of the creative showing all content, and an image of the complete landing page

if applicable.

Proof Of Cost (POC): Class A Invoice (Original media invoice)*: Itemized media owner or vendor invoice to Channel Partner OR Itemized media owner or vendor invoice to Channel Partner’s agency





Theater name and movie title Number of spots and cost per spot Duration of spot




Net media cost


Channel Partner Led / OOH / Digital Video Screen



Proof Of Performance (POP) with visible Intel branding: A digital copy of the creative showing all content, and an image of the complete landing page

if applicable.

Proof Of Cost (POC): Class A Invoice (Original media invoice)*: Itemized media owner or vendor invoice to Channel Partner OR Itemized media owner or vendor invoice to Channel Partner’s agency





Ad duration Media placement cost per location Placement location, scan code costs, if applicable




Net media cost, including installation and removal costs


Channel Partner Led / Broadcast / Radio



Proof Of Performance (POP) with visible Intel branding: Radio Spot and an image of the complete landing page if applicable







Network or radio channel name. Number of spots and cost per spot. Duration of spot. If activity is not purchased by spot, provide purchase method with supporting documentation. If activity is purchased through ad networks, and a list of channels cannot be provided, submit a

third-party report detailing transmission report(s) from stations or tracking companies.



*Invoices from Russia must be in Russian, in the particular legal format with original signatures of both the company's general manager and chief accountant, and with a blue round company stamp. Reimbursable Costs Net media cost


Channel Partner Led / Broadcast / Television


1. Option: on on Class A Invoice:

Proof of Performance (POP) with visible Intel branding: Digital creative or digital copy of video file







Broadcast or cable channel name. Number of spots and cost per spot. Duration of spot. If the activity is not purchased by spot, provide documentation of the quantity and relevant

purchase method, if that information is not available on the invoice. If the activity is purchased through an ad network, and a list of channels cannot be provided, submit

a third-party report detailing the number of spots purchased, average cost per spot, campaign name, and ad network name.


Proof Of Performance (POP): TV Spot with visible Intel branding Transmission reports from stations or third-party company with below points:

o Dates and hours o Television station / Name of channel / station group / network o Television show o Length (duration) of TV spot o Number of TV spots / Number of GRP (that criteria which was chosen on the rate card)

with the actual spot times o Audience profile o Unique identifiers and GRPs for relevant creative(s)

Proof Of Cost (POC): Class A Rate Card for Television




Net media cost


Channel Partner Led / Print / Collateral



Proof of Performance (POP) with visible Intel branding: A digital copy of the creative including all content







Media placement cost Number of pieces Creative and production costs, including copywriting and printing Postage Hosting and media placement costs, including unit and unit cost E-catalog/e-brochure website name and URL


Proof Of Performance (POP): Whole collateral and the complete landing page (if there is one) with visible Intel branding Production/printing report (on request only) Signed confirmation from Channel Partner* with below details:

o Start and end dates o Distribution method o Number of copies (circulation) o Format(s)

Proof Of Cost (POC): Class A Rate Card for Collateral

* Signed confirmation from Channel Partner - this should be a letter from the relevant partner that has a signature with their contact details, declaring the details of how the campaign was run including itemized delivery methodology relating to the collateral (start and end dates, number of copies, distribution, format etc) * Supporting documents can be PDF, Excel, or Word and must clearly show the third-party agency or media owner letterhead/logo, or letter from third-party agency or media company confirming the supporting documents are issued by them. All documents must be from a third-party agency or media owner.



Net media cost Creative: agency design and content development Production: cost incurred to produce or print the material, including prepress, printing, post

production, assembling, maintenance, and upload Scan code cost Distribution cost for door drops Distribution cost by promoters (need to be provided detailed explanation of the distribution cost, for

example how many people were hired to distribute the collateral and for how long) Printing cost of envelope, if co-branded Shipping cost to transfer collateral from vendor to member or fulfillment house Postage cost to mail piece to end user Assembly cost of putting collateral and envelope together


Channel Partner Led / Print / Magazine / Newspaper




A digital copy of the creative including the content of the ad and an image of the complete landing page, if applicable







Publication name Number of insertions Media placement costs


Proof Of Performance (POP): A digital copy of the creative including the content of the ad and an image of the complete

landing page, if applicable Media schedule from media owner or third-party agency with below points:

o Ad publications dates o Publication names o Ad sizes used (e.g. full page, half page) o Total number of column inches o Number of insertions per title, o Circulation details (if “other” in the rate card)

Tear sheets (upon request only)

Proof Of Cost (POC): Class A Rate Card for Magazine / Newspaper




Net media cost


Channel Partner Led / Lead Management / Lead Generation (Business only)



Proof Of Performance (POP) with visible Intel branding: A digital copy of the complete page where content is offered.







*Invoices from Russia must be in Russian, in the particular legal format with original signatures of both the company's general manager and chief accountant, and with a blue round company stamp. Reimbursable Costs Net media cost (cost per lead)


Channel Partner Led / Lead Management / Lead Nurturing (Business only)



Proof Of Performance (POP) with visible Intel branding: A digital copy of the telemarketing script.







*Invoices from Russia must be in Russian, in the particular legal format with original signatures of both the company's general manager and chief accountant, and with a blue round company stamp. Reimbursable Costs Net media cost (cost per lead)


Channel Partner Led / Events / Channel Partner-Owned Event




A photo of each of the following items: o Venue set up o Product and showcase, if there is one o Co-branded items submitted for reimbursement


Spending Limit budget)

The event name, date, and location must be publicized at least one week in advance of the event. One or more of the following is required:

o Screenshot and URL of unrestricted website advertising the event (member website, microsite, etc.)

o Copy of press article o Copy of ad (print, broadcast, online) announcing the event o Copy of a social media posting (e.g. a tweet)







Location Itemization of gift and entertainment costs Detail of venue costs Itemization of travel/lodging costs including food and beverages Number of people invited to event minus member and Intel attendees Number of attendees for each entertainment event that takes place outside of the main event

venue and the number of people receiving gifts minus member and Intel attendees




Reimbursable Costs

Additional room fee for co-branded break-out sessions Alcoholic beverages if part of a meal Co-branded event application Co-branded invitations, registration website, giveaways Co-branded meeting materials (e.g., handout, catalog) Creative agency fee for webinar content development Creative design and production for event signage, booth, or kiosk Event management/agency fee Gifts and entertainment within Intel-approved amounts Logistics and venue-related cost including booth or venue rental, setup, decoration, carpet, audio

visual and lighting equipment rental, electrical, appliance rental, internet, furniture, catering Net media cost for promotion of event Net media costs, including webinar hosting on third-party website Production costs for webinar development (e.g. costs of online facilitation tools) Promoter costs for a specific event including third-party promoter, speaker, creative, construction

team member, training, parking, venue Rental or lease of equipment and software related to lead retrieval including badge scanners Shipping of demo units Speaker costs Telemarketing, direct mail or e-mail activities for invitation and follow up Television or digital screen rental Third-party or speaker participation fee Travel and accommodations within Intel-approved amounts


Channel Partner Led / Events / Channel Partner Participation in Third-Party Event



Proof Of Performance (POP) with visible Intel branding: A photo of each of the following items:



Spending Limit budget)

The event name, date, and location must be publicized at least one week in advance of the event. One or more of the following is required:

o Screenshot and URL of unrestricted website advertising the event (member website, microsite, etc.)

o Copy of press article o Copy of ad (print, broadcast, online) announcing the event o Copy of social media posting (e.g. tweet) announcing the event







Location Itemization of gift and entertainment costs Detail of venue costs Itemization of travel/lodging costs including food and beverages Number of people invited to event minus member and Intel attendees Number of attendees for each entertainment event that takes place outside of the main event

venue and the number of people receiving gifts minus member and Intel attendees Sponsorship package and fee details, if applicable




Reimbursable Costs

Additional room fee for co-branded break-out sessions Alcoholic beverages, if part of a meal Co-branded event application Co-branded invitations, registration website, giveaways Co-branded meeting materials (e.g. handout, catalog) Creative design and production for event signage, booth, or kiosk Event management/agency fee and agency accommodation, meal, transportation, phone charges Event sponsorship fee Gifts and entertainment within Intel-approved amounts Logistics and venue-related cost including booth or venue rental, setup, decoration, carpet, audio

visual and lighting equipment rental, electrical, appliance rental, internet, furniture, catering Net media cost for promotion of event Promoter costs for a specific event including third-party promoter, speaker, creative, construction

team member, training, parking, venue Rental and shipping of demo units Rental or lease of equipment and software related to lead retrieval including badge scanners Security Guards Show participation fee Third-party or speaker participation fee Telemarketing, direct mail or e-mail activities for invitation and follow up Television or digital screen rental Travel and accommodations within Intel-approved amounts


Channel Partner Led / Events / Promotion




Image of the Intel logo and Intel mention on all display elements, such as posters and fact tags

Image of the booth or kiosk, if there is one Image of all co-branded items submitted for reimbursement Image of the overall promotion in each location being claimed Digital copy of promoter training material, presentations, and demonstration content







List of locations, with an itemized breakdown of quantity if more than one location is being claimed Itemization of gift and entertainment costs Itemized venue costs Itemized promoter costs Itemized signage costs Itemized so branded giveaways costs


* Class A Invoice - an original media invoice (OMI) clearly shows the transaction between the media ownerand the channel partner. The channel partner must not have a vested interest in the media company.Channel partner and agency invoices are not acceptable, even if agency has exclusive rights to some media.Invoices coming from agencies with annual contracts with media owners are not accepted.

*Invoices from Russia must be in Russian, in the particular legal format with original signatures of both thecompany's general manager and chief accountant, and with a blue round company stamp.

Reimbursable Costs

Cost of hiring and training promoters, including the venue where training is held Creative design and production, installation and shipping of co-branded signage, booth, kiosk, and

items including giveaways, handouts, and staff uniforms Logistic and venue-related costs: booth or venue setup, decoration, carpet, electrical, Internet,

furniture, and catering Security costs Event management/agency fee


Intel MDF claiming requirements

Claiming documentation should be provided in 2 weeks after the end date of activity

The deadline is 2 weeks after the HP quarter end

If any change (edition) to submitted documentation must be introduced – please inform Intel MDF

Claiming Team immediately to: [email protected]

Please zip your files while uploading your claiming documentation into the tool.

Click on the activity to see requirements detail:

Events

Event with Product Sales Onsite

Targeted Audience Event

Sponsorships

Sales Incentives

Bounding with Merchandise Giveaways

SPIF - $X/Unit

SPIF – Competition/Contest/Prize

SPIF – Meeting Target

End-User Sweepstakes

Reward / Frequency Program

Online

Customer.COM – Sales Activity Related

Digital Media Ads – Sales Activity Related

Affiliate Program

Sales Readiness

In-class/Fields Sales Force Training

Online Sales Force Training

White Paper/Case Study/Benchmarking – Sales Tools

Collateral-Sales Tools and/or Targeted Audience

Telemarketing

Point-of Sales – displaying Intel-based Systems, Products and/or Technologies

Product Demonstrations

Funded Headcount

Demonstration Unit Reimbursement-Customer Internal

System Seed Reimbursement Proof-of Concept

Distributor and Channel Customer Support Centers

mailto:[email protected]

Event / Event with Product Sales Onsite

Paying to participate with a customer in a sales event promoting Intel-based systems, products and/or technologies, where sales transactions take place at the location. Event may include merchandise giveaways.

Essential Requirements:

Sales transactions must take place at the Sales Event Must include Intel branding, messaging or marketing and prominently promote the

features and benefits of Intel-based systems, products and/or technologies Must be advertised and open to the public with primary focus on conducting sales

transactions Merchandise giveaways must not include Intel-based systems, products and/or

technologies or be conditioned on the purchase of Intel-based systems, products and/or technologies.

Merchandise giveaways must not exceed $100 USD value per person The Intel representative of the MDF activity must determine whether the event will

include any government official as an invitee, speaker, consultant, or expert. Description Guidance:

Event name Event location Event date Featured Intel-based systems, • products and/or technologies with the agreed upon Intel

branding, messaging or marketing Specific customer deliverables • which can include space rental, display

design/construction, telecommunications, travel of event key note speakers, event coordinators and/or key content experts, accommodations, promotional literature and Intel logo/messaging

Minimum Required POP: 1. Photo of event or booth and display elements showing Intel branding, messaging or marketing 2. Third party invoice with line-item detail OR customer invoice or report with itemized cost breakdown

Event / Targeted Audience Event

Paying to participate with customer in an event targeting an invitation only audience, promoting Intel-based systems, products and/or technologies. Event may include merchandise giveaways. Invitation only audience events include but are not limited to road show, tradeshow, annual sales conference, customer specific channel partner event, webinar, etc. Essential Requirements:

Must include Intel branding, messaging or marketing • and prominently promote the features and benefits of Intel-based systems, products and/or technologies.

Must be targeted to a specific audience, where the invitation is not available to the public. Targeted audience invitations are sourced from an existing customer list; registration link behind password- protected website, etc.

Merchandise giveaways must not include Intel-based • systems, products and/or technologies

Merchandise giveaways must not exceed $100 USD • value per person. The Intel representative of the MDF activity must determine whether the event will

include any government official as an invitee, speaker, consultant or expert.

Description Guidance:

Event name Event location Event date Target audience Featured Intel-based systems, • products and/or technologies with the agreed upon Intel

branding, messaging or marketing Specific customer deliverables, • which can include space rental, booth, design and

construction of displays, telecommunications and networking, travel of event key note speakers, event coordinators and/or key content experts,

accommodations, promotional literature and Intel logos/messaging Minimum Required POP: 1 Photo of event or booth and display elements showing Intel branding, messaging or marketing or customer report. If a webinar, submit a copy of the digital content and landing page, if applicable. 2. Third party invoice with line-item detail OR customer invoice or report with itemized cost breakdown

Event / Sponsorships

Paying a customer for Intel’s participation within an event or program, including multi-quarter programs. As part of the Intel sponsorship, Intel must receive all attributes listed by the customer in the sponsorship agreement (keynote speaker, banner, lunch sponsorship, booth, etc.) Essential Requirements:


The Intel representative of the MDF activity must determine whether the event will include any government official as an invitee, speaker, consultant or expert.


Event name Event location Event date Featured Intel-based systems, products and/or technologies All sponsorship deliverables, including the details of the Intel branding, messaging or

marketing.

Minimum Required POP:

1. Sponsorship package detailing 1. activity according to appropriate schedule, sponsorship levels and costs

2. Documentation showing evidence 2. of execution of at least one activity specified in the sponsorship materials

Online / Customer.COM - Sales Activity Related

Paying for customer to develop, produce, deliver and distribute advertisements to generate sales transactions for Intel-based systems, products and/or technologies via digital/electronic media format on the customer’s own site(s). Essential Requirements:


The digital/electronic media on the customer’s site must contain or relate to sales activities where sales transactions take place through digital/electronic media (click thru system configurator, ROI calculator, shopping basket/checkout page).


Details of digital format, content and Intel branding, messaging or marketing Sales activity descriptions


1. Creative and/or screenshots of digital content, including subsequent linked landing page(s), if applicable.

2. Third party invoice with line-item detail OR customer invoice or report with itemized cost breakdown

Online / Digital Media Ads - Sales Activity Related Paying for customer to develop, produce, deliver and distribute advertisements to generate sales transactions for Intel-based systems, products and/or technologies via third party digital/electronic media format. Essential Requirements:


The digital/electronic media must contain or relate to sales activities where sales transactions take place through digital/electronic media (click thru system configurator, ROI calculator, shopping basket/checkout page).


Details of digital format, content and Intel branding, messaging or marketing Sales activity descriptions



2. Third party invoice with line-item 2. detail OR customer invoice or report with itemized cost breakdown

Online / Affiliate Program Paying for customer to set up an affiliate program and/or paying for the sales commission of an affiliate program via a third party. The affiliate program must promote the customer’s systems with Intel-based products and/or technologies through that third party. They must generate these sales transactions via the third party site. Essential Requirements:


The digital/electronic media on the third party sales site • must contain or relate to sales activities where sales transactions take place through the digital/electronic media (click thru system configurator, ROI calculator, shopping basket/checkout).


Details of digital format, content • and Intel branding, messaging or marketing Length of program Identify the third party sales entity • that will host the digital tools plus list additional

deliverables related to the program development



2. Third party invoice with line-item detail OR customer sales out report showing eligible systems/products/technologies that met the target/promotion timeline

Sales Incentives / Bundling with Merchandise Giveaways

Paying for customer to bundle non-Intel merchandise giveaways with Intel-based systems, products and/or technologies sold by customer or its customers. Essential Requirements:

Intel branding, messaging or marketing must be prominently included in associated advertisement/ marketing material

Merchandise giveaways must be in conjunction with the sale of Intel-based systems, products and/or technologies.

Merchandise giveaways must not be another Intel product (e.g. McAfee, SSD, wireless, motherboards, etc).


Details of merchandise bundle promotion and Intel branding, messaging or marketing Featured Intel-based systems, products and/or technologies Details of the merchandise giveaways including cost and quantity disbursed


1. Copy of promotion materials indicating qualified product and items given away

2. Third party invoice with line-item detail OR customer sales out report (who, what, how many, when) of final results of the promotion

Sales Incentives / SPIF - $X/Unit

Paying for customer to organize and run a sales incentive program for its sales force or the sales force of its customers (resellers, retailers) to promote the sales of Intel-based systems, products and/or technologies where the incentive is $X/u for every unit sold and Intel is paying for some or all of the incentive.

Includes spifs, bonuses, vouchers. Essential Requirements:

Must include Intel branding, messaging or marketing and prominently promote the features and benefits of Intel-based systems, products and/or technologies in promotional material

Customer must promote the sales incentive program Must include minimum projected volume, eligible skus and $/unit The sales incentive program is available only for Intel CPU, chipsets and SSD’s products;

McAfee, wireless and motherboards are excluded. If SPIF is being offered to a third party’s employees, customer must obtain the consent of

third party or the incentive recipient’s management.


Details of sales incentive and Intel branding, messaging or marketing Eligible sales force Eligible Intel SKUs $X/unit incentive amount Estimated number of units


1. Copy of sales incentive materials indicating the $X/unit incentive

2. Third party invoice with line-item detail OR customer sales out report showing the eligible systems or products that met the $X/unit incentive

Sales Incentives / SPIF - Competition/Contest/Prize

Paying for customer to organize and run a sales incentive program for its sales force or the sales force of its customers (resellers, retailers) to promote the sales of Intel-based systems, products and/or technologies, where the incentive is based on a drawing, contest or competition awarding a limited number of prizes. This activity may include programs whereby a sales force participant is entered into a drawing upon meeting their sales target. Intel may pay for the program administration and/or for the prizes.

Includes top achiever programs/events, prizes, trips Includes cash and vouchers Combined sales incentive programs which include • meeting targets must be classified as

part of Competition/Contest/Prize activity type.


Must include Intel branding, messaging or marketing • and prominently promote the features and benefits of Intel-based systems, products and/or technologies in promotional material

Prizes must be limited in number and must be awarded • through a competition, contest or prize draw

Maximum chance of receiving the incentive/prize/bonus • must be limited to one third or less of the participants (applicable to all promotions in this category, including target based incentives, contests and prize draws); AND

If SPIF is being offered to a third party’s employees, • customer must obtain the consent of third party or the incentive recipient’s management


Details of sales incentive including the award, award $USD value, quantity and criteria, plus Intel branding, messaging or marketing

Eligible sales force Detail of the maximum chance of winning, or target audience size. This is to ensure

compliance with the maximum of one-third chance of winning.


1. Copy of sales incentive materials indicating qualified product and awards distributed

2. Third party invoice with line-item detail OR customer sales out report showing eligible systems/products that met the incentive criteria, and in a combined program met the target

Sales Incentives / SPIF - Meeting Target

Paying for customer to organize and run a sales incentive program for its sales force or the sales force of its customers (resellers, retailers) to promote the sales of Intel-based systems, products and/or technologies, where the incentive is awarded to all the sales force participants who meet or exceed set targets. Intel may pay for the promotion, administration and/or the prizes.

Includes top achiever programs, events, prizes, trips Includes cash and vouchers Targets could include minimum sales volume, X% product mix Targets cannot include MSS targets



Must include minimum projected volume, eligible skus and if applicable, $/unit If SPIF is offered to a third party’s employees, customer must obtain the consent of third

party or the incentive recipient’s management The sales incentive program is available only for Intel CPU, chipsets and SSD’s products;

McAfee, wireless and motherboards are excluded.


Details of sales incentive including the award, award $USD value, quantity and criteria, plus Intel branding, messaging or marketing

Eligible sales force Eligible Intel SKUs $X/unit incentive amount Estimated number of units


1. Copy of sales incentive materials indicating qualified product and awards distributed

2. Third party invoice with line-item detail OR customer sales out report showing eligible systems/products that met the target

Sales Incentives / End-User Sweepstakes

Paying for customer to conduct a broad audience end-user sweepstakes in conjunction with Intel-based PCs sold by customer or its customers. Essential Requirements:

Must include Intel branding, messaging or marketing and prominently promote the features and benefits of Intel-based systems, products and/or technologies in promotional material

Customer must advertise the promotion Maximum chance of receiving the prize must be limited to one third or less of the

participants


Details of sweepstakes program including participation method, prize, prize $USD value, plus the agreed upon Intel branding, messaging or marketing

Featured Intel-based systems, products and/or technologies Detail the maximum prizes included in the sweepstakes, or targeted audience size. This

is to ensure compliance with the maximum of one-third chance of winning.


1. Copy of sweepstakes program announcement showing Intel branding, messaging or marketing

2. Third party invoice with line-item detail OR customer sales out report that met the qualified promotion

Sales Incentives / Reward/Frequency Program

Paying for customer to organize and run a reward/ frequency program for its customers or the customers of its customers to encourage repeat purchase behavior of configured systems containing Intel CPUs or other Intel technologies where the program is based on reward points and not cash rebates at point of sale. Reward points can be used against further purchases. Essential Requirements:


Activity description must state: reward method, redemption value calculations and list of eligible products.


Details of reward/frequency program including the duration, reward method, redemption $USD value, eligible products and redemption $USD value per product, plus agreed upon Intel branding, messaging or marketing.

Eligible partners or end-user customers Countries/ regions the program will run Maximum budget


1. Copy of reward/frequency program announcement showing Intel branding, messaging or marketing

2. Third party invoice with line-item detail OR customer sales out report of eligible systems/products including accrued reward points

Sales Readiness / In-class/Field Sales Force Training

Paying customer for sales force training or training its customers’ (resellers, retailers) sales force on Intel-based systems, products and/or technologies.

Includes F2F training, video conferences, floor days, etc. Includes training material development, production and distribution; travel to training;

hiring a third party; demonstration systems; trinkets; merchandise giveaways, etc. Essential Requirements:

Must include Intel branding, messaging or marketing • and prominently promote the features and benefits of Intel-based systems, products, and/or technologies.

Merchandise giveaways must not include Intel-based • systems, products and/or technologies.

Merchandise giveaways must not exceed $100 USD • value per person. Description Guidance:

Details of training including location, estimated number of attendees, and Intel branding, messaging or marketing

Featured Intel-based systems, products and/or technologies on which the sales force training is focused


1. Customer report detailing place and date of training and the number of sales force representatives trained

2. Copy of training materials


Sales Readiness / Online Sales Force Training

Paying customer for online training of its sales force or its customers’ sales force (resellers, retailers) on Intel-based systems, products and/or technologies.

Includes Intel online training, webinars, podcasts, virtual workshops, etc. Includes training material development, production and distribution; hiring a third party;

trinkets; merchandise giveaways; etc. Essential Requirements:

Must include Intel branding, messaging or marketing • and prominently promote the features and benefits of Intel-based systems, products and/or technologies

Merchandise giveaways must not include Intel-based • systems, products and/or technologies.

Merchandise giveaways must not exceed $100 USD • value per person. Description Guidance:

Details of online training including location, estimated number of attendees, and Intel branding, messaging or marketing

Featured Intel-based systems, products and/or technologies on which the sales force training is focused


1. Customer report detailing place and date of training and the number of sales force representatives trained

2. Copy of training materials


Sales Readiness / White Paper/Case Study/ Benchmarking - Sales Tools

Paying for customer to develop, produce, deliver and distribute customer-specific sales tools such as white papers, case studies, testimonials and benchmarking for the purpose of showcasing Intel-based system, products and/or technologies on an existing platform and/or solution. For ROI calculators or other online sales tools / configurators aimed at resellers, please see the Online category. Essential Requirements:

Must include Intel branding, messaging or marketing and prominently promote the features and benefits of Intel-based systems, products and/or technologies.

Must be targeted to a specific audience. Description Guidance:

Details of the white paper/case study/benchmarking format, content and Intel branding, messaging or marketing

Details of placement location or distribution method, including timing and quantity produced / distributed


1. Copy of final white paper, case study, testimonial or benchmark paper


Sales Readiness / Collateral - Sales Tools and/or Targeted Audience

Paying for customer to develop, produce, deliver and distribute customer-specific collateral to a targeted audience and/or as a sales tool, promoting Intel-based systems, products and/or technologies.

Includes but not limited to sales kit, direct mail, catalogs, inserts/outserts, brochures, newsletters, flyers, posters, leaflets, postcards, iPOS, TV vision loop, monitor toppers, sales floor signage, and merchandise/display elements.

Includes point-of-sales (POS) materials displayed at designated POS areas featuring Intel-based systems, products and/or technologies.




Details of collateral format, content • and Intel branding, messaging or marketing Details of placement location or • distribution method, including timing and quantity

produced.


1. Creative or digital copy of final collateral piece


Sales Readiness / Telemarketing

Paying for customer to provide telemarketing services for Intel-based systems or products and/or technologies.

Includes telemarketing agency fees, purchase of lead subscriptions, development of scripts and training telemarketers on Intel-based systems, products and/or technologies.




Details of telemarketing services and agreed upon Intel branding, messaging or marketing

Featured Intel-based systems, products and/or technologies Details of schedule and timeline for telemarketing efforts


1. Telemarketing script


Sales Readiness / Point-of-Sales – Displaying Intel-based Systems, Products and/or Technologies

Paying for customer to display Intel-based systems, products and/or technologies in key selling areas (POS) in store(s) or its customers’ (retailers) store(s).

Selling areas include key shelf space (retailer or customer store end cap), reseller labs, customer briefing centers, dedicated kiosks, dedicated sales targeted area, etc.


Must include Intel branding, messaging or marketing and prominently promote the features and benefits of Intel-based systems, products, and/or technologies

POS display must be complemented by POS materials with Intel branding, messaging or marketing


Details of placement location, including timing and duration of the display efforts, plus Intel branding, messaging or marketing

Featured Intel-based systems, products and/or technologies List of POS materials used with Intel branding, messaging or marketing that prominently

promotes the features and benefits of Intel-based systems, products and/or technologies.


1. Photo of display system and POS material placement with dates of when material was on display and the number of stores (if possible, by store ID and/or locations)


Sales Readiness / Product Demonstrations

Paying for customer to run demonstrations to promote Intel-based systems, products and/or technologies to consumers/end customers/sales force in its stores or its customers’ stores (e.g., retailers), reseller labs, solution centers, customer briefing centers, etc., or at approved end customer events (see Events category). Product demonstration may include merchandise giveaways, but must NOT include the cost of the system used at the demonstration event.



POS display complemented by POS materials with Intel branding, messaging or marketing Merchandise giveaways must not include Intel-based systems, products and/or

technologies. Merchandise giveaways must not exceed $100 USD value per person


Details of placement location, including timing and duration of the display efforts, plus Intel branding, messaging or marketing

Featured Intel-based systems, products and/or technologies List of POS materials used with Intel branding, messaging or marketing that prominently

promotes the features and benefits of Intel-based systems, products and/or technologies.


1. Copy of script/training materials highlighting Intel branding, messaging or marketing

2. Third party invoice with line-item detail OR customer invoice or report with itemized cost breakdown. Include the number of stores and days (if possible, by store ID and/or locations) in which product demonstration was run

Sales Readiness / Funded Headcount

Paying customer for an Intel-funded headcount, including travel expenses, dedicated to training, promotion or sales of Intel-based systems, products and/or technologies. Essential Requirements: Must include two clauses in agreement:

a) “To the extent that the headcount is customer-facing, Customer will ensure that they are clearly identifiable as Intel promoters.”

b) “In no event shall an employment relationship be deemed to exist between Intel and the Customer’s dedicated headcount. Customer shall have exclusive responsibility for the dedicated headcount”.


Details of headcount agreement, • including the number and type of heads Details of the timing and duration of • the headcount, including tasks to be performed Insert the two required clauses • listed in the Essential Requirements


1. Report showing the number of heads hired and the fees paid for each head with itemized detail of travel expenses

Sales Readiness / Demonstration Unit Reimbursement - Customer Internal

Paying customer for demonstration units of Intel-based systems, products and/or technologies to be supplied to Intel’s customers/partners for trial, evaluation or demonstration purposes. The demonstration purpose may include performance benchmarking, power testing, sales training, press demonstration, call center support or demonstration rooms/labs outfitting, in response to tender support or remote access usage by end customers. Demonstration units not intended for end customer placement, evaluation or seed. Essential Requirements:

Limit of two demonstration units per customer Reimbursement limited to the total system cost Agreement must state that the customer must not sell nor giveaway the demonstration

unit Intel salesperson must not be involved in directing placement of the demonstration unit The marketing/sales goal being provided by the demonstration unit must be

documented, such as benchmarking or power testing results will be incorporated into customer’s white papers, catalog, etc.


Details of the demonstration display location, the quantity displayed, and demonstration target audience

Featured Intel-based systems, products and/or technologies Provide the marketing and/or sales goal of the demonstration unit Include: “Demonstration unit is not for resale or to be given away.” Include: “Limit of two (2) demonstration units per customer.”


1. Report with details of each demonstration unit placement, location, and number at each location. Include the featured Intel-based systems, products and/or technologies. If applicable, provide the number of sales representatives being trained.

2. Customer report of demonstration unit cost

Sales Readiness / System Seed Reimbursement

Paying customer for: (i) Intel processors acquired by customer and integrated into customer’s systems that are supplied to end customers for trial/evaluation purposes, or (ii) Intel-based customer systems that are supplied to end customers for trial/evaluation purposes.

Prefer Intel involvement in directing placement and Intel • end customer contact to monitor placement.

Prefer Intel marketing materials to be shipped with seed unit. Essential Requirements:

Limit of two seed units per end customer Reimbursement limited to the total system cost Customer must not sell nor giveaway the seed systems Seed may not be provided to a government or government official.


Details of the trial period and target audience Provide the number of customers receiving seeds and the number of seeds delivered to

each Featured Intel-based systems, products and/or technologies Include: “Seed is not for resale or to be given away.” Include: “Limit of two (2) seed units per customer.”


1. Report with details on each seed placed, the number of seeds per customer with the end customer name. If applicable, include the customer division, country, city and state/province. Provide the featured Intel-based systems, products and/or technologies.

2. Customer report of total system cost

Sales Readiness / Proof-of-Concept

Paying customer for a proof-of-concept (POC) of Intel-based systems, products and/or technologies to be showcased with end customers and/or described in a white paper. Essential Requirements:


POC is summarized in a case study or white paper that may be used to promote Intel-based systems, products and/or technologies to other end customers

The Intel representative of the MDF activity must determine whether the end customer is a government or government official.


Detailed description of proof-of-concept including the end customer recipient Featured Intel-based systems, products and/or technologies


1. Report with details on the proof-of-concept, including cost, end customer name, customer system, Intel-based systems, products and/or technologies featured, services performed and whether a case study or white paper was completed

2. Copy of the case study or white paper, if applicable

Sales Readiness / Distributor and Channel Customer Support Centers

Paying customer to establish a new call center/PC clinic/tech center or new branch / inventory site to provide better support for Intel-based systems, products and/or technologies to its customers. Description Guidance:

To be discussed with Intel Minimum Required POP:

1. Report from company’s management showing objective, use and the number of customers reached via new center



Microsoft JMA claiming requirements

Claiming documentation required for reimbursement to be provided directly to local Microsoft

team within 1 month after JMA execution quarter via Microsoft PPT template.

Valid unique Activity Card ID needs to be included in Alliance Ref ID section for each JMA entry in

the MDF tool.


Demand Generation:

Print Advertising

Direct Marketing

Broadcast Advertising

Digital Demand Generation

Social Media

Digital Destinations

Market Development:

Customer Offers - Advertising

Events: In Person

Retail Point of Sale

Telemarketing

Public Relations

Internal Incentives and SPIFFs

Partner Readiness:

Readiness


JMA / Demand Generation / Print Advertising

Claiming documentation required for reimbursement to be provided directly to local Microsoft team within 1 month after JMA execution quarter via Microsoft PPT template.

Valid unique Activity Card ID needs to be included in Alliance Ref ID section for each JMA entry in the MDF tool.


Print (catalog, newspaper, magazine), Out of Home (OOH) and Large/Public Venue or Outdoor Advertising

(cinemas, arenas, buildings)


Dated and itemized third-party invoice(s) including goods and services delivered

Electronic copy of advertisement

Summary of results, including estimated circulation


JMA / Demand Generation / Direct Marketing




Advertisements that communicate directly to the customer (e-mail, direct mail, mobile SMS, e-newsletter,

publications)




Summary of results, including estimated circulation, response rate


JMA / Demand Generation / Broadcast Advertising




Paid Broadcast advertisements (radio, television, online video channels)



Media file of advertisement

Summary of results, including channels, estimated circulation, impressions


JMA / Demand Generation / Digital Demand Generation




3rd party digital communication tactics (Banners, search, email) to drive a specific marketing outcome

(sign ups, trial, download, registration, etc.)



Electronic copy of advertisement (screenshot)

Summary of results, including keyword plan, click through report


JMA / Demand Generation / Social Media




Two way dialogue and brand engagement with customers through social channels Paid Social Media

advertisements (social media sites, blogs, user groups)



Electronic copy of advertisement (screenshot)

Summary of results, including estimated circulation, number of followers/likes


JMA / Demand Generation / Digital Destinations




Online web properties (product, segment focused) to create awareness, change perceptions and drive

purchase intent through compelling content (demos, whitepapers, videos, infographics)



URL(s) and electronic copy of landing page(s)

Summary of results, including estimated circulation and impressions


JMA / Market Development / Customer Offers - Advertising




Advertisements (not the actual giveaways/prizes) to promote customer offers (bundles, promotions,

sweepstakes, giveaways and contests




Summary of results, including estimated circulation


JMA / Market Development / Events: In Person




1: many, in person presentations, aligned to marketing campaigns, to generate demand (includes:

conferences, roadshows, and seminars). Note: Guidance for sponsorships is currently being reviewed and

this Guide will be updated once finalized. For questions on sponsorships, contact your channel appropriate

corporate marketing contact for details.



Electronic copies of invitation, event agenda, presentation materials, and/or event photos

Summary of results, including number of attendees, Evaluations or press clips


JMA / Market Development / Retail Point of Sale




1: many, in person presentations, aligned to marketing campaigns, to generate demand (includes:

conferences, roadshows, and seminars). Note: Guidance for sponsorships is currently being reviewed and

this Guide will be updated once finalized. For questions on sponsorships, contact your channel appropriate

corporate marketing contact for details.



Photos and electronic copy of retail advertisements/marketing materials at POS

Summary of results, including estimated reach


JMA / Market Development / Telemarketing




Telemarketing engagements with customers (including Tele prospecting, Tele qualification), when used

outside of any other engine



Summary of Results, including (number of calls, successful contacts)

Copy of telemarketing scripts


JMA / Market Development / Public Relations




PR activities (Media Release, Press Conference, PR Website, Social Influencer Engagement, Media Tour)


Dated and itemized third-party invoice(s) including services delivered

Copy of press pick-ups and press release


JMA / Market Development / Internal Incentives and SPIFFs




Sales activities in which prizes are awarded to partner employees (e.g. sales staff) for achieving specific

goals. SPIFFs must not exceed 90 days, and must comply with the SPIFF Requirements Guidance on MS

Policy.

SPIFF awards must be paid in a lump sum to the OEM partner and the OEM partner must

manage payment to award recipients directly.

The MCFF must include the following details in the Marketing Activities Description for

each SPIFF activity:

o Timeframe of SPIFF activity

o Maximum of MS funds available for any individual participant reward o Maximum

of MS funds available for all participant’s awards o A minimum eligibility threshold

to be attained

The OEM Partner is responsible for all compliance related obligations, including but not

limited to; compliance with laws and regulations, collection and reporting of taxes

associated with the SPIFF award, etc.

SPIFF structures must comply with antitrust guidance on pay-for-performance,

exclusivity, and other sales and marketing terms. Antitrust concerns relating to SPIFF

should be raised with local LCA as necessary.

SPIFF awards must not be funded through Corp OPEX funds.

Refer to the Additional Information on SPIFFs section of this Guide for detailed SPIFF guidelines.



Electronic copy of communication materials

Summary of results, including sell out/inventory reports, attestation confirming award receipt


JMA / Partner Readiness / Readiness




Partner-facing readiness and training activities (sales training, product training, certification, Microsoft

conferences). Activities must be 100% Microsoft focused.



Copy of presentation/training materials

Number of attendees

HP Co-Marketing Program Terms

Effective May 1, 2016


April 2016 Page 1 of 14

Program Terms title: EMEA Co-Marketing Program Terms (“Terms”)

Release date: April, 2016

Applies to valid HP Partner Agreement with: HP Distributor Authorization Addendum HP Sub-Distributor Authorization Addendum HP Buying Reseller Authorization Addendum HP Reseller Authorization Addendum

These Terms constitute an addendum to your HP Partner Agreement. To qualify for the EMEA Co-Marketing Program (“Program”), you must, for the duration of the Program, meet the following prerequisites (“Prerequisites”):

I. have a valid HP Partner Agreement with the Addendum/Addenda specified above, and II. comply with the HP selective distribution criteria applicable to all channel partners and posted on the HP Partner Portal.

In the event of any conflict between these Terms and the HP Partner Agreement, these Terms will govern any subject matter of this Program. Individual HP business units may produce separate guides clarifying the Co-Marketing process, particular campaigns and/or business focus amongst other things (“HP BU Guides”), but those HP BU Guides are not intended to be contractual documents amending these Terms. Capitalized terms not otherwise defined in these Terms are defined in the HP Partner Agreement. Unless requested to accept these Terms online or otherwise, you acknowledge and agree that your participation in the Program constitutes acceptance of these Terms. Participation in the Program is subject to the following terms: For HP partners distributing HP Indigo digital presses and supplies, the term “HP Partner Agreement” means a valid channel reselling agreement for the distribution of HP Indigo digital presses and supplies, as signed between the relevant HP partner and HP Indigo entity. A. GENERAL TERMS 1 PROGRAM PARTICIPATION AND DURATION 1.1 Your participation in the Program is valid until terminated for one of the reasons mentioned below. You may terminate your

participation in the Program at any time on giving written notice to HP. Unless the Specific Terms (Section B) below provide for a remedy period, HP may terminate your participation in the Program by written notice with immediate effect and without indemnity, damages or other compensation, should you fail to meet section 3 below or any of the Program Prerequisites.

1.2 Participation in the Program shall automatically terminate when your HP Partner Agreement terminates. 1.3 Where HP has contributed at least 50% of the funding for an eligible activity under this Program, Partner or MSA agrees to

assign ownership and all intellectual property rights (except for third party intellectual property rights) in any deliverables produced by Partner or an MSA in connection therewith to HP, subject to the right for Partner or MSA to use the deliverables (or copies thereof) for its own marketing purposes in accordance with the Terms. Partner agrees to provide such deliverables to HP on request.

2 PROGRAM CHANGES AND TERMINATION 2.1 HP may change the terms of this Program at any time. Changes will be effective thirty (30) days from the date the modified

Terms are posted on the HP Partner Portal. 2.2 HP reserves the right to terminate the Program at any time subject to thirty (30) days written notice by posting it on the HP

Partner Portal or otherwise. 3. AUDIT

In addition to the audit provisions in section 12 of your HP Partner Agreement: 3.1 It is your responsibility to fully cooperate with the audit and you should provide data in electronic format within four (4) weeks

of the request from HP or its auditors. 3.2 HP may suspend your participation to the Program or put you on payment hold without additional notice if you do not comply

with this section 3 or section 12 of your Partner Agreement. 3.3 If there is reasonable doubt regarding your compliance with this Program, then HP reserves the right to put you on payment

hold until the audit results are available and/or any non-compliance issues are resolved.




B. SPECIFIC TERMS 4 PROGRAM DESCRIPTION 4.1 The Program is intended to help you grow your business by boosting marketing and sales investments with HP Market

Development Funds (“MDF”). 4.2 MDF are provided to subsidize your costs for marketing activities which drive demand for HP products, solutions and

services. MDF are discretionary funds and are not linked to partner’s revenue. 4.3 Any Co-Marketing schemes run by HP Alliance partners will be governed by their own terms and conditions and are outside

the scope of this Program. For further details on the Alliance Partner Requirement please contact the local Marketing Manager.

5 PROGRAM BENEFITS 5.1 HP will provide you the following Program benefit(s):

access to MDF access to high-level marketing expertise through MSA (where “MSA” means Marketing Services Agency”)

6 METHOD 6.1 Under the Program you and HP co-fund the marketing activities that are most likely to succeed in developing your HP

business. These can be traditional marketing activities, such as direct mail, as well as other sales enablement activities such as training, demo equipment and much more.

6.2 HP’s MDF may be spent in two different ways 6.2.1 MSA Led Marketing: where the services are planned and executed by an MSA and funding is claimed by the MSA on a partner’s

behalf. The MSA’s activities under the Program are governed by the Terms which shall be considered an Addendum to MSA’s services agreement with HP. MSA’s participation in activities under the Program constitutes acceptance of the Terms unless MSA is specifically requested to accept the Terms online or otherwise. HP carefully selects MSAs to deliver benefits to partners. MSA led marketing is HP’s preferred method of conducting Co-Marketing activities. Services provided can either be packaged marketing services or services fully personalized for the partner. They can cover different types of marketing activities including without limitation: direct mail, advertising, seminars and sales services. This has many benefits: You don’t have to pay the funds “upfront” Activity set up and claiming admin is handled by the MSA Full confidentiality of customer data (MSA signs a confidentiality

agreement with the partner) Expertise in HP MDF processes and compliance requirements Access to extra specialist Marketing resources

6.2.2 Partner Led Marketing: As it is not always possible for the MSA to offer all marketing services as some needs are too specific to fit into MSA Led Marketing, you may also have access to MDF for Partner Led Marketing. For Partner Led Marketing, you must submit for approval a marketing plan to HP. If approved, you will execute and pay for the activity and must then claim reimbursement from HP for the part that was pre-approved HP agreed financial contribution.

6.3 The MSA must sign a confidentiality agreement with the partner regarding the sharing and handling of partner’s customer data as outlined in this agreement. The partner agrees that any customer data shared with the MSA for the purpose of demand generation may also be passed onto HP. HP will use that data for the purposes of tracking identified leads/opportunities and measuring the outcome and performance of marketing campaigns. Partners are required to provide a regular status updates on lead/opportunity progress as requested by HP.

7 LIMITATIONS 7.1 MDF may not be used to:

Affect product price, promotional cash discounts for HP Products Enhance your margin Pay for shipping fees for delivery of HP Products Pay for HP Care Packs Pay for personal expenses (e.g.: costs for visa procedures) Pay for packing, warehousing costs for distribution of HP Products Fund marketing initiatives driven by HP Fund HP directly competitive products in any activity scenario



Pass through funds from Distributors to Resellers. Distributors must handle the execution of the activity and assume responsibility for all costs incurred

Provide charitable contributions Fund Partner’s infrastructure costs (i.e. general operating costs, capital expenditures, building fixtures, remodels,

furniture) Fund Sponsorship or Entertainment activities. Fund any other purpose which is not consistent with the general aim of subsidizing your costs for marketing activities

which drive demand for HP products, solutions and services.

7.2 HP reserves the right to reclaim any MDF used for the above or other non-approved uses. Nothing herein contained shall restrict your right to freely determine your resale prices.

7.3 MDF allocated by HP to you is not money you have earned. It is money HP is willing to invest into the partner on condition that the plans are approved and executed according to the current Program Terms.

7.4 Activities claimed after expiry of the budget will not be reimbursed and budget will be lost. The same applies if claiming documents are missing at time of budget expiry.

7.5 Minimum HP contribution per activity is 500$ with the exception of Training which is 250$ per activity. 8 PROCESS 8.1 All MDF activities will be processed in the MDF Tool as outlined below: 8.1.1 Planning: Each Half plans will be submitted to HP. If approved, a written confirmation is then sent to you or the MSA, including

the maximum level of HP reimbursement (in $ or local currency) 8.1.2 Execution: You or the MSA can then execute the activity. 8.1.3 Claiming: Once the activity has been performed, you can claim reimbursement from HP. There is no need to wait until the

claim deadline. 8.1.4 Payment: HP will perform validation checks and proceed to invoice/payment.

8.2 Process Rules: 8.2.1 Activity Planning and Approval

Activity must be in an approved MDF category as identified below Marketing activities and amount of eligible reimbursement must be approved by HP and you in the MDF Tool prior to your

activity execution. Level of reimbursement is determined during the planning and maximum commitment of reimbursement is given during plan approval. If the cost of the activity is lower than anticipated, the MDF budget paid will be capped at the actual activity costs, which may end up being lower than the original approved amount.

November December February March May June August September November December February

Quarter1

January April July October






January

Q1 Planning Q2 Planning Q3 Planning Q4 Planning Q1 Planning

Quarter 1 Quarter 2 Quarter 3 Quarter 4



These are the only approved MDF categories (see Eligible Activities Matrix below for additional details): Advertising – Print Advertising – Television / Radio / Cinema Advertising – Digital Search Engine Marketing Social Media Catalogs – Print Catalogs – Digital Direct Mail – Print Direct Mail – Digital Telemarketing Customer Assessment Event Training In-store Marketing Activities HP Champion Merchandise Partner Sales Incentive Equipment (demo/dev)

You may leverage MDF to fund gifts with product purchase as part of an end user marketing campaign. The following provisions apply:

I. The related activity supports demand and sales of HP products or brand II. It does not affect product price

III. Gifts are of reasonable value and subject to local legal review; it may also be subject to additional HP approvals IV. Gifts may not be used under the following Activity types: Event, Partner Sales Incentive, Equipment (demo/dev), Customer

Assessment, HP Champions, Training, In-store Marketing Activities V. All details regarding the gifts must be clearly described in the activity description field (value of product and product

offered as gift) VI. The Product chosen as gift must comply with all rules mentioned in section 7 Limitation.

VII. Distributors may not execute any gift with purchase activities to reward final tier partners VIII. Cash and prize draw are not allowed as a gift with purchase

IX. The gift may not be an Ink or Toner Product. X. The value of the gift (HP/non HP) must not exceed 10% of end user purchase value, capped at $150

An activity will only be reimbursed if it is part of this approved list and the relevant proof of performance and proof of cost as detailed in these Program Terms Partners participating in the MDF program must adhere to the HP Branding Guidelines. HP will only reimburse its part of the cost for an activity once a written approval including an approval number is communicated to you, and if claiming conditions are fulfilled. This approval number is required to process any payment.

https://h20375.www2.hp.com/portal/site/smartportal/PartnerOne



Eligible Activity Matrix:


Advertising – Print Newspaper or magazine print advertising

Billboards Banners Flyers or other general advertising of HP

products, solutions or services to end user






Print advertising: Copy/ PDF of print advertising (with publication name and date), sample of flyer Outdoor advertising: Photograph of the billboard.

Advertising – Television / Radio / Cinema

Radio/ Television / Video Spots





Radio advertising: Copy of the script, length of spot, time and date. Television advertising: Copy of the spot, channel name, time and date. Video spot: copy of the spot with creation date (with reason for creation).

Advertising – Digital Web-based advertising Electronic banner ads Pop-up ad or Web-content which

features HP products, solutions or services

SMS campaigns


furniture (chairs, desks, tables etc.) Sponsorship activities are not eligible Penalties or cancellation charges Entertainment/hospitality events are


If activity is performed “in-house” partners must provide letter head statement of itemized costs including the Website address for the Web-content or example of e-advertising content with the date(s) activity was conducted. If there are external costs partners must provide invoices or receipts from third-party suppliers which clearly associate to the activity including date(s) when activity was conducted. Note: Itemized cost breakdown format to be used is available in the MDF Tool –“POC itemized template”

Screenshot of the Web Page showing the digital advert and the Web link / URL of the Web Page OR The Web link / URL where the digital advert is located Video spot: copy of the spot with creation date (with reason for creation). SMS campaign: text of the message with date and list or number of recipients.



Activity Type Descriptions and Examples Examples of Ineligible Expenses

Proof of Cost (PoC) Proof of Performance (PoP)

Search Engine Marketing A form of online advertising that involves the purchasing of ads on search engines to promote websites and gain traffic by increasing their visibility in search engine results pages (SERPs) Search ads should be focused on demand generation and link back to partner’s website. See regional MDF guidelines for partner eligibility to perform SEM activities.

Search Engine Optimization Penalties or cancellation charges Logistical costs Sponsorships


◦ For Alliance co-funded activities, please refer to the Alliances terms for required documentation.

Screenshot of the full Web Page content showing the search and its results. Note: HP reserves the right to request additional proof documentation.

Social Media Social media marketing programs including creation of new content or adaptation of HP-provided content for use on social media sites and publishing of social content onto social media sites for the purpose of attracting attention, generating traffic and spreading electronic word of mouth (eWoM) about HP’s products or services. Social media posts should be focused on demand generation and link back to partner’s website. The amount of social media activity must be quantifiable. See regional MDF guidelines for partner eligibility to perform Social Media activities.

Accessing or receiving social content provided by HP Penalties or cancellation charges Travel, meal, or entertainment

costs Logistical costs Sponsorships

Partners must provide itemized invoices or receipts from third-party suppliers which clearly associate to the activity. If marketing activity is performed by partner in-house, partner must provide letterhead statement or invoice which includes dates, social media posts / activity and itemized costs. Partners performing activities in-house should also refer to their regional MDF guidelines for any additional proof documentation required for claim submission. ◦ For Alliance co-funded activities, please refer to the Alliances terms for required documentation.

Screenshot of the content showing where the post links with HP contents demonstrated Note: HP reserves the right to request additional proof documentation.

Catalogs – Print Print catalogs Catalogue page Product brochures Newsletters Flyers developed for mass distribution to









Catalogs – Digital Electronic catalogs which features HP products, solutions or services.






Web link OR Print Screen with readable Web link/ URL showing digital catalog.




Direct Mail – Print

Direct Mail (print) marketing campaigns

Printed Flyers Distribution of marketing deliverables (e.g.: shipping fees, postage) are eligible.


(chairs, desks, tables etc.) Sponsorship activities Penalties or cancellation

charges Entertainment/hospitality events are not in scope



1. PDF Copy of direct mail, sample of flyer, with date and promoted HP products, solutions or services.


Direct Mail – Digital Direct Mail (email) marketing campaigns

E-shots Electronic flyers





1. Copy of email, sample of flyer and with date and promoted HP products, solutions or services.


Telemarketing




for MDF funding Visa related cost

If activity is performed “in-house”, partners must provide letter head statement of itemized costs including number of calls made with the date(s) activity was conducted. If there are external costs partners must provide invoices or receipts from third-party suppliers which clearly associate to the activity including date(s) when activity was conducted. Note: Itemized cost breakdown format to be used is available in the MDF Tool –“POC itemized template”

1. Telemarketing script with date and promoted HP products, solutions or services.

2. List or number of calls/contacts made. Note: Customer related confidential data (name & other personal info) are not mandatory.

Customer Assessment A customer-requested or partner-requested customer consultation or assessment with targeted strategy plan developed for the purpose of displacing an HP competitor, driving incremental HP business with a new customer account or a new division within an existing customer account. The assessment would typically be delivered by a 3rd party consultant or system integrator. Note: If travel is necessary for activity, travel and accommodation costs are eligible for reimbursement.

Trainings for end-customers Partner / MSA employee out of office time Travel or accommodation expenses for HP


only Any travel costs deemed as excessive by HP Sponsorship activities Penalties or cancellation charges Entertainment/hospitality events are not in scope


Partners must provide third-party invoice or itemized (internally generated) breakdown from partner if assessment was completed by the partner with dates activity was conducted. Note: Itemized cost breakdown format to be used is available in the MDF Tool –“POC itemized template”

Copy of assessment feedback with dates when assessment was conducted Note: Customer related confidential data (name & other personal info) are not mandatory.




Event Partner hosted: Briefings/Seminars/Webinars to educate customers about HP products, solutions and services. Shows/Events/Exhibitions/Conferences/ Roadshows or Trade Shows to highlight HP products, services and solutions for customers.

Channel Marketing HP led/hosted: Channel Marketing HP led/hosted Events in which partners participate. Reimbursement is limited to participant’s and HP approved customer’s travel costs, accommodations and participation fees only. Mandatory to provide the participant names Third Party Hosted event: IT Fairs/Events/Trade Fairs/International Trade Show/Roadshows where partner highlights/presents/promotes HP products, services and solutions for customers. If travel is necessary for the activity, travel and accommodation costs are eligible for reimbursement Meals/Catering for attendees not to exceed $150 per person per day of the event Gifts/giveaways are ineligible if not merchandising and comply with the requirements from activity type merchandise

Partner / MSA employee out of office time

Travel or accommodation expenses for HP employees

Product shipment fee Fees paid to an HP employee Airfare expenses are limited to

economy class only Any travel costs deemed as excessive

by HP Sponsorship activities Penalties or cancellation charges Entertainment/hospitality events are

not in scope for MDF funding Visa related costs Partners may not use MDF to pay for

public sector customers to travel to any event, without advance approval of HP Legal.

If marketing activity is performed by Partner “in-house”, Partner must provide letter head statement which includes dates and itemized costs, date(s) of the activity performed. If there are external costs partners must provide invoices or receipts from third-party suppliers which clearly associate to the activity including date(s) when activity was conducted. Note: Itemized cost breakdown format to be used is available in the MDF Tool –“POC itemized template”

1. Copy of agenda OR invite OR event details with date of the activity being conducted.

2. List / names attendees.


Merchandise Low value promotional items ($50 max per item) such as pens, pencils, lighters, caps, t-shirts, mugs, pen drives (with HP Logo) used as customer giveaway at eligible events, trade shows, conferences, open houses promoting HP products.

Partner’s infrastructure costs such as furniture (chairs, desks, tables etc.)

Product shipment fee HP logo branding provided via a

sticker HP Products

If activity is performed “in-house”, Partners must provide letter head statement of itemized costs including date(s) when the activity was conducted If there are external costs partners must provide invoices or receipts from third-party suppliers which clearly associate to the activity including date(s) when activity was conducted. Note: Itemized cost breakdown format to be used is available in the MDF Tool –“POC itemized template”





Training Technical, Sales or other Certification training for Partner Employees. HP courses and training (classroom training delivered by a HP authorized trainer, webinar or web-based training, self-study materials) that lead to a technical or sales certification or qualification provided by HP. Exam vouchers are also eligible if used to obtain a Partner First / Service First certification (or qualification) Lunch and Learn, Knowledge transfer, Sales skills, Coaching. Formal training performed by a HP trainer to Partner employees to ensure their readiness to promote HP’s Products and Services. Note: If travel is necessary for training activity, travel and accommodation costs are eligible for reimbursement.

Trainings for end-customers Partner employee out of office time Travel or accommodation expenses for

HP employees Product shipment fee Fees paid to an HP employee Airfare expenses are limited to economy

class only Any travel costs deemed as excessive by

HP Sponsorship activities Penalties or cancellation charges Entertainment/hospitality events are not

in scope for MDF funding Visa related costs

Partners must provide dated itemized invoices or receipts from third-party suppliers which clearly associate to the activity including date(s) activity was conducted. Note: Itemized cost breakdown format to be used is available in the MDF Tool –“POC itemized template”

1. Training certificate OR copy of the agenda OR training content OR copy of exam vouchers OR self-study guides

2. List of people trained /certified

In-store Marketing Activities

In-store/POS product displays/End caps in windows, floor bays, wall bay or end-cap to demonstrate and generate demand of HP products. Specific HP POS (displays, podiums, pallet wraps, shelf trays, accessory racks, cross-selling displays, shippers, baskets) to generate demand of HP products Demo Days - Expenses for in-store demo activities conducted by partner, promoter or outsourced third party service. Services or tools to help Partners evaluate and manage store assortment, Product placement (planogram), product replenishment, product introductions, promotions management or other activities designed to attract consumers and maximize category performance (sales) in the Partner’s stores. CatMan/Spaceman - Pilot, analysis and or evaluate store assortment, product introductions, promotions and other activities (home & business office segmentation, Fact Tag presence) designed to attract consumers and maximize category performance (sales) in the Partner’s stores Rack jobbing - Maximizing sales using HP products, packaging (placeholder cards, empty packaging, stickering), pricing, and display to stimulate end-users to spend more (driven by the partner)

Partner’s infrastructure costs such as building fixtures, building remodels, furniture (chairs, desks, tables etc.)

MDF can NOT be used to fund promotional cash discounts, vouchers or products. MDF can only be used to fund POS to create awareness of the promotion

This activity-type cannot be used to reimburse demo equipment

Sponsorship activities Penalties or cancellation charges. Entertainment/hospitality events are not

in scope for MDF funding Product shipment

If marketing activity is performed by Partner “in-house”, Partner must provide letter head statement with itemized costs, date(s) of activity If there are external costs partners must provide invoices or receipts from third-party suppliers which clearly associate to the activity including date(s) when activity was conducted. Note: Itemized cost breakdown format to be used is available in the MDF Tool –“POC itemized template”

Photographs of the aisle/ shelf. Copy of the planogram, of the POS on site. OR Photograph of the Point of Sales merchandise on-site promoting HP products.




Partner Sales Incentive Incentive benefit paid by partners to their employees, or by a Distributor to a Reseller or non HP-contracted reseller, for sales of specified HP product during pre-determined short-term timeframe. Examples of rewards include but are not limited to: prize, gift certificates/vouchers, trips, HP products, hotel stays (all non-cash) Examples of activities include but are not limited to: 1. Resellers / Buying Resellers/MSAs may run sales incentives to reward Reseller/Buying Reseller employees for sales made to end user customers 2. Distributors / MSAs may run sales incentives to reward Distributor employees for sales made to non-Partner First Partners 3. Distributors / MSAs may run sales incentive programs for non-Partner First Partners. Distributors may only receive MDF for incentives with non-Partners First partners that reward sell in to those partners and not sell out to final tier customers

All partners / MSAs are responsible for complying with local legal and tax legislation requirements. They should ensure that incentives are set up under appropriate terms and conditions (e.g. targets/criteria that need to be met to win the award, timeframe, promoter details etc.) and that the rewards are not lavish or inappropriate.

Partners / MSAs must handle the execution of the activity and assume responsibility for all costs incurred. Electronic salary payment is allowed for Distributor Partner Employees and final tier employees where MDF is paid directly to the partner. Partners (Distributors and Resellers) are allowed to claim for sales incentive rewards paid by them to their employees via electronic salary payment where MDF is paid directly by HP to the partner subject to Partner providing an accounting document showing the payment of the reward for the sales incentive target achievement Please contact your DBM | PBM for further details regarding the eligibility of sales incentives for distributors

Product discounts, end of life discounts, product rebates

End customer sales incentives HP managed incentive programs HP competitive Product as a reward Gift for purchase Prize draw


If marketing activity is performed by Partner “in-house”, Partner must provide letter head statement which includes dates and itemized costs. If there are external costs partners must provide invoices or receipts from third-party suppliers which clearly associate to the activity including date(s) when activity was conducted. Note: Itemized cost breakdown format to be used is available in the MDF Tool –“POC itemized template”

1. Detailed description of contest or sales incentive including: a. terms and conditions with target of

contest or incentive b. Business Unit and products featured c. dates/timeframe for incentive d. The reward (description including value)

2. Achievement/results including a list of winning sales representatives’ names (or employee number) or reseller with product SKU, quantity sold unit amount and total payout for each representative/reseller.

3. HP Sales Account/Partner Business Manager e-mail approving POP content must be supplied.





HP Champion Partner resource (Marketing, Technical or Sales) focused on planning, implementing and evaluating the effectiveness of programs for promoting, selling and supporting HP products and services. Note: If travel is necessary for activity, travel and accommodation costs are eligible for reimbursement. Airfare expenses are limited to economy class only

Any travel costs deemed as excessive by HP Partner employee out of office time Travel or accommodation expenses for HP

employees Product shipment Fees paid to an HP employee Sponsorship activities Entertainment/hospitality events are not in

scope for MDF funding Visa related costs

Not Applicable Partner must supply the completed HP Champion POP Template along with approval from themselves and the PBM (email or form signature) HP Champion POP Template Is available on the Partner Portal and MDF Tool.

Equipment (demo/dev) Investments made in purchasing, renting or leasing of HP hardware or software for demonstration, application development or customer evaluation purposes. The following terms and conditions apply: A partner co-investment is required for this activity. HP’s co-investment in partner’s demo equipment cannot materially exceed the depreciated value of the unit while it is used as demo equipment: Equipment must be used by the partner for

demonstration purposes only and can be resold at either : - Purchase date plus 6 months or - End Of Sale status has been reached

When demo units are sold to Customers, partners must include all manufacturers’ original equipment, including but not limited to, all parts, documentation and software. Failure to include all items will void the warranty.

Partner is responsible for complying with all laws and regulations governing the sale of such systems when demo equipment is sold to an end-user customer.

The channel partner must advise end users that the product was a demonstration model.

Eligible product cannot be sold to another reseller or broker.





Program


Partners must provide product serial numbers. NOTE: if the HP Serial numbers are displayed on the POC no need to create an additional POP




MSA Requirements:

Activities eligible for MSA Proof of Performance (PoP) for MSA Proof of Cost (PoC) ) for MSA

Advertising – Print Advertising – Television/Radio/Cinema Advertising – Digital Search Engine Marketing Social Media Catalogs – Print Catalogs – Digital Direct Mail – Print Direct Mail – Digital Telemarketing Event In-store Marketing Activities Merchandise Partner Sales Incentive Non - certification Training (limited participants

from one partner only per activity)

POP is only required for: All activities in Russia All Sales Incentives

The conditions have to be fulfilled as per the eligibility matrix above.

Is valid for all the activity types: MSA must provide a detailed cost breakdown

for all costs incurred (using the MSA quotation supplied template or the POC Itemized template), both internal and external along with 3rd party invoices where applicable including date(s) when the activity was conducted.

If the 3rd party invoice is not available at the moment when the claim is submitted, the PO raised to the supplier can be provided instead

8.2.2 Activity Execution When executing an activity, you may perform the activity itself or outsource it to an agency (which can be the MSA or

any other agency). MDF approved activities must be executed by a specified deadline within funding period as defined by the relevant HP business unit.

Activities must be executed and claimed before the end of the Quarter following the allocation of the budget to you (e.g. budget allocated in Quarter 1 (November – December – January) must be spent and claimed before the end of Q2 (April)

8.2.3 Activity Reimbursement and Claiming The activity must be completed before claiming You are required to submit a claim by the claiming deadline. However HP will grant an additional 30 days to partners

who submitted the claim pack on time (before HP claiming deadline) but the claim was initially rejected due to insufficient documentation

The claim request must include the documents mentioned in the Eligibility Matrix and in the claiming instructions published in the MDF Tool

Only approved and complete claims (including all proof of performance and proof of cost) will be reimbursed. If marketing activity is performed by you “in-house”, you must provide letter headed statement which includes dates

and itemized costs as per the provided POC itemized template. Air travel reimbursement is allowed for economy class expense only. Travel and meals expenses are limited to

employees of partners only Distributors are expected to provide the list of unattended partners (legal name) they are providing support to for the

execution of MDF activities HP will not make an MDF payment to partners who fail to submit a claim request or fail to provide HP with required

proof of performance and proof of cost Claims submitted after the claiming deadline will not be valid and no payment will be due even if all documents are

provided and the activity was approved by HP Additional documents are requested if the initial documentation supplied by you is insufficient In addition to the general audit provisions outlined above and in the HP Partner Agreement, HP reserves the right to

audit the activities and request proof of execution, and costs. HP can request additional evidence that the activity has complied with these Terms. You must keep original proof of execution for 2 years. In the event that an audit determines any financial discrepancies or breach of these Terms, you must reimburse HP within 60 days for any improperly claimed or paid amounts and the costs of the audit. In such event, HP also reserves the right to exclude partner from the Program and other applicable HP programs.

In the event that the partner fails to comply with these Terms, HP reserves the right to:

Reclaim any incorrect claims and the costs of an audit Exclude partner from HP’s Co-Marketing Program Exclude partner from HP Partner First Program or other applicable programs



8.2.4 Payment MDF payments are payable only in the country where you are legally registered. MDF payments are made to your legal entity only not to any individual or employee. Where applicable, you must submit a partner-generated invoice or approve HP-generated invoice on your behalf, prior

to HP issuing a payment. The net amount invoiced to HP must not include VAT paid to third party companies who have been involved in the

execution of the activity. MDF payments can be issued to partners via the following approved methods: HP Electronic Funds Transfer (EFT) HP contractual authorized agencies HP will reimburse you 30 days after the complete claim has been sent and validated. You cannot deduct or otherwise offset any amounts due by HP to you with any other amounts due by you to either HP

or any other Hewlett-Packard entity. All payments under these Terms will be made by the HP sales entity with which you have entered into the HP Partner

Agreement, except that all payments in respect of printing supplies will be paid by Hewlett-Packard Europe B.V. as the EMEA sales office of these products. In each case the relevant HP entity wishes to promote the marketing of HP Products through this Program and receives measurable benefits under it.

Claims must include the full name, address and VAT identity of the HP entity against which the claim is made, together with a full enough description to identify this Program and the rebates due. Incomplete claims will not be processed.

Rebates calculated in accordance with the Terms are exclusive of VAT. Where applicable, HP will apply local mandatory VAT when processing the payments. The receiver of the payments should fulfill any tax obligations imposed by local tax legislation.

In the event that HP makes an MDF payment in error or an invalid claim is subsequently identified, HP reserves the right to recover the money pursuant to this paragraph in the manner which it determines to be the most expedient in the circumstances (without prejudice to any other rights available to HP), including without limitation: (i) by issuing a claim to the Partner for reimbursement of the overpayment, in which case the Partner agrees to pay within 30 days of HP’s demand and (ii) by deducting the overpayment from subsequent compensation payments to the Partner.

9 HP WORKSTATION CO-MARKETING ACTIVITIES WHICH INCLUDE STAR WARS PROMOTIONAL MATERIALS For any co-marketing activities in relation to HP Workstations which include Star Wars promotional Materials, you agree to the following terms:

9.1 All advertising materials, promotional materials and any other material featuring Disney Intellectual Property (all together referred as “Materials”) shall be previously approved by HP and may be subject to third party approvals. You agree to submit all related creative to your local HP team, who will manage the approvals for all Materials. In case the Materials have not been expressly approved by HP within fifteen (15) business days after your request, they will be deemed disapproved and you will not be authorized to use them. You agree and acknowledge that you will not acquire any proprietary right to or interest in Disney Intellectual Property. As soon as reasonably practicable upon the termination of the co-marketing activity, and, in any case, no later than 31st March 2016, you shall cease using and distributing the Materials and destroy all undistributed Materials and any device used to manufacture such Materials.

9.2 Disney Intellectual Property can only be used in the conditions set out in the Terms. We reserve the right to terminate your participation in the Program at any time in case of your breach or negligent performance or at HP discretion to protect Disney Intellectual Property. You shall indemnify HP against all liabilities, costs, expenses, damages and losses (including but not limited to any direct, indirect or consequential losses) suffered or incurred by HP arising out of or in connection with the breach of the Terms.

Partner & MSA Training Market Development Funds · Partner & MSA Training Market Development Funds...

Documents

Transcript of Partner & MSA Training Market Development Funds · Partner & MSA Training Market Development Funds...