How To Use Wellborn’s

Co-op Program

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INTRODUCTION

The Co-op program accrues at 2% of the net invoices.

Home Concepts orders do not accrue Co-op funds and are not eligible for reimbursement.

Accruals are calculated from January to December of each year. Credits can be issued from

January through the following March based on January through December net sales. This

gives you a three month grace period to submit claims for calendar year purchases.

Each year the Co-op deadline is March 31st. All claims must be received by this date to be

issued from prior year funds. All Wellborn Cabinet orders must be received by your

company’s cut off on the last week of March to qualify. All funds that are not used by the

deadline are forfeited.

All claims submitted must be within the calendar year that your funds accrue. A deduction

CANNOT be made to any Wellborn Cabinet invoices prior to receipt of credit memo. If your

submission is more than what you have accrued into your Co-op account, we will hold onto

the claim and check monthly to see when we can issue the credit.

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TITLE PAGE

To view your Co-op

Statement and

balances on the WAY

Site, you will need to

go to the Main Menu

and choose Main. Click

on Account Snapshot

You have the ability to view your Co-op balance and the amount issued as a credit here.

If you click on the dollar amount given as your Co-op Balance, you will be taken to your

Co-op Statement to see detailed usage.

HOW TO FIND YOUR CO-OP INFORMATION ON WAY

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VIEWING THE CO-OP CLAIM FORM

This is a Co-op Claim Form. Most of the

information on the form must be completed by

the dealer. It is very important that we have

the company’s account number and contact

information. Please add a check or an X by the

category you are sending a claim to go under

also.

The field that is asking for an agreement

number is only used internally by Wellborn

Cabinet. You will not need to add any

information here. There is a quick reference at

the bottom to help remind everyone on the

required materials to send in with each

category.

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FILING A CO-OP CLAIM

When sending in a Co-op Claim, complete a Co-op Claim Form to put with your

submission. You can find this form on the WAY Site by going to Programs, Co-op and then

choose Co-op Claim Form.

Make sure to include the documentation required to issue your credit.

There are 3 options to filing a Co-op claim:

1.) Mail – Wellborn Cabinet, Inc.

Attn: Co-op

P.O. Box 1210

Ashland, AL 36251

2.) Email: coop@wellborn.com

3.) Fax: 256-354-1874

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EXPENDITURES NOT ELIGIBLE FOR CO-OP

The following items and charges CANNOT be claimed for a reimbursement:

• Design Centers

• Wall Mount Door Displays

• Showroom Displays

• Production or preparation costs for locally or national produced advertisements

• Business forms, letterhead and business cards

• Advertisement in any fraternal or political activity or program

• Travel costs related to attending a local or national sales meeting or convention

• Advertising agency commissions

• CAD programs and annual support fees

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PRODUCT SAMPLES

The Co-op program has many items that are covered under our Samples category, and

all are eligible for a 100% Co-op reimbursement.

Some of the items you can find in this category include:

• Sample Front Kits

• Sample Mini Base and Inset Mini Sample Kit

• All Brands Customer Start Up Kit

• Finishing Touches Kit

• Sample Chips, Sample Chip Display Trays and Sample Chip Kit

The entire list can be found in the Marketing Materials section of your Price catalog and

Specification catalogs at Premier-12-3 to Premier-12-19.

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DESIGN CENTER AND WALL MOUNT DISPLAY DOOR REPLACEMENTS

While the display units are not eligible for a Co-op reimbursement, the replacement

items are 100% eligible. The replacement items that are eligible for 100% Co-op include:

• Display Doors

• Decals & Stickers

• Drawer Graphics

• Hanging Graphics

• Brass Marketing Items

• Sample Chips Display Trays

• Moulding Samples Display Trays

The entire list can be found in the Marketing Materials section of your Price catalog and

Specification catalogs at Premier-12-11 to Premier-12-13.

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PRODUCT LITERATURE

The entire list can be found in the Marketing Materials section of your Price catalog and

Specification catalogs at Premier-12-20 to Premier-12-25.

There are many types of brochures and catalogs that are available to give out to clients

or to display in your showroom, and all are eligible for a 100% Co-op reimbursement.

Some of the items you can find in this category include:

• Whole Home Design Solution Trifold (Great Showroom or trade show handout)

• Start With A Beautiful Finish Brochure

• Wellborn Closets Brochure

• Elegant Bath Collection Brochure

• Home Concepts Brochure

• The Essence of Cabinetry Brochure

• Specification & Price Catalogs for each brand of cabinetry

• Collated Books

• Easels

• Miscellaneous Signage

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ADVERTISING

Media and Print Advertising

This advertising is eligible for up to 100% Co-op reimbursement with the promotion we

have running this year, as long as you are advertising exclusively Wellborn Cabinet. If

other vendors are present, the 100% promotion is void and the ad will be prorated.

Media advertising includes magazine, newspaper,

catalog, circular, yellow page, internet advertising

(such as banner ads) and flyers and postcards

designed to be included inside a newspaper

for distribution as an insert.

To receive a credit, submit a copy of the advertisement along with the Co-op claim form

and invoice. If the ad is in color, we will need a color copy of the ad.

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ADVERTISING

Radio and Television Advertising

Radio and Television advertising are eligible for up to 100% Co-op reimbursement with

the promotion we have running this year, as long as you are advertising exclusively

Wellborn Cabinet. If other vendors are present, the 100% promotion is void and the ad

will be prorated.

Requirements:• Radio advertising must mention Wellborn Cabinet on the voiceover.

• Television advertising must have the Wellborn Cabinet logo appear on the screen at

any point on the ad and must mention Wellborn Cabinet on the voiceover.

To receive a credit, submit the affidavit and script along with a Co-op claim form.

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ADVERTISING

Indoor and Outdoor Advertising

Indoor and outdoor advertising are eligible for up to 100% Co-op reimbursement with

the promotion we have running this year, as long as you are advertising exclusively

Wellborn Cabinet. The Wellborn Cabinet logo must be present. If other vendors are

present, the 100% promotion is void and the ad will be prorated.

The list below shows some of the items that are included:

• Billboards

• Outdoor signs

• Truck Decals

• Photographic Services (Photo prints, Duratrans & Wall Graphics)

To receive a credit, submit a picture of the billboard or signage along with your Co-op

claim form and Invoice.

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PREMIUM ITEMS

Promotional Products

Promotional products ordered through a local company or through New Leaf Marketing

are eligible for a credit up to 50%. This list includes hats, shirts, jackets, cups, pens/pencils

and many other items that can be used as a giveaway. The Wellborn Cabinet logo must be

present on the item to be eligible. If other vendors are present, the claim will be prorated.

To receive a credit, submit a picture of the item purchased along with your Co-op claim

form and Invoice. If the item was ordered through New Leaf Marketing, we will only need

the Co-op Claim Form and the invoice.

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ADVERTISING

Direct Mail

If a direct mail campaign is done to target a particular group or a large mailing for your

area, this is eligible for up to 100% Co-op reimbursement with the promotion we have

running this year, as long as you are advertising exclusively Wellborn Cabinet. The

Wellborn Cabinet logo must be present. If other vendors are present, the 100%

promotion is void and the ad will be prorated.

The items to submit to receive a credit include:

• Co-op Claim Form.

• Printout of the piece mailed. The item mailed must prominently feature the

Wellborn Cabinet name and have the approved Wellborn logo sized to be

comparable to the advertiser’s logo.

• Invoice for the printing and distribution stating the number of pieces mailed

with postage cost if it applies.

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ADVERTISING

E-Mail Marketing

If an e-mail campaign is done to target a particular group or a large mailing for your area,

this is eligible for up to 100% Co-op reimbursement with the promotion we have running

this year, as long as you are advertising exclusively Wellborn Cabinet. The Wellborn

Cabinet logo must be present. If other vendors are present, the 100% promotion is void

and the ad will be prorated.

The items to submit to receive a credit include:

• Co-op Claim Form.

• Printout of the sent e-mail campaign showing the e-mail title and date message

was sent. The e-mail must prominently feature the Wellborn Cabinet name and

have the approved Wellborn logo sized to be comparable to the advertiser’s

logo. Wellborn must be mentioned at least as many times as the advertiser’s

name.

• Media provider’s invoice indicating email marketing charges and campaign dates.

• Tracking report detailing the email subject line, number of emails sent and date

emails were sent.

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SOCIAL MEDIA ADVERTISING

Advertising the Wellborn Cabinet product through Google AdWords and Houzz is the most

popular and used form of Social Media advertising. To make these eligible for up to 100%

Co-op eligible within the guidelines of the promotion for the year, use these guidelines.

Google AdWords Requirements• The campaign must include the Wellborn Cabinet name along with the approved

Wellborn Cabinet logo.

• Include the printout of the search engine ad dated during the time of the

purchased campaign period.

• Media provider invoice detailing media cost, campaign activity, statistics on

click-thru’s and sites the media was placed.

Houzz Requirements• Provide the link to the Houzz Pro Site.

• Create a project labeled Wellborn Cabinet and use this to keep the Wellborn

Cabinet projects located.

• When using Wellborn Cabinet in projects, make sure to add Wellborn Cabinet in

your keyword or description of the project photos where Wellborn cabinetry is

shown.

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Website

If a Webmaster created your website (like Surefire Social), this is eligible for up to 100%

Co-op reimbursement. The amount of funds that can be applied to a website will be

determined by the amount of pages that your website has and how many of those

pages has the Wellborn Cabinet logo present.

As with the print advertising, if there are any other vendors present, we will prorate the

website. The vendors mentioned includes other cabinet companies, countertop

companies, window companies, etc.

The monthly fee from the Webmaster for updates to the website is eligible for a Co-op

credit as part of website maintenance.

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TRADE AND CONSUMER SHOWS

Participating in a trade or consumer show in your area is eligible for up to 100% Co-op

reimbursement with the promotion we have running this year, as long as you are

advertising exclusively Wellborn Cabinet. If any other vendors are present, the claim

will be prorated. If a display was built for the show using Wellborn cabinetry, this can

be submitted for a 50% credit after submitting the proper paperwork.

The items to submit to receive a credit include:

• Co-op Claim Form

• Booth rental agreement

• Pictures of booth

• If a display was built, the Wellborn invoice and layout is needed

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ASSOCIATION DUES, OPEN HOUSE/BUSINESS MEETINGS AND 2020 AIM FEE

Association Membership Dues

Yearly membership dues are eligible for a 50% Co-op reimbursement. This includes NARI,

NAHB Remodeler Council & NKBA local dues. To receive a credit, submit the invoice from

the association along with a Co-op claim form.

Open House and Business Meetings

An Open House and Business Meeting are eligible for up to 50% of the cost of the

meeting space, refreshments and invitations associated with the event. To receive a

credit, submit any bills, a Co-op claim form and photography to show Wellborn products

present. Prior Approval from your Territory Manager is required.

2020 Application Integration Module (AIM) Fee

The yearly renewal invoice from 2020 for the AIM fee is eligible for a 100% Co-op

reimbursement. 2020 does not send us a copy of these invoices automatically. To receive

a credit, submit copy of the invoice along with a Co-op Claim Form.

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MODEL HOME AND PARADE OF HOMES

A model home or parade of homes is eligible for a 50% Co-op reimbursement.

Prior approval from your Territory Manager is required.

The items to submit to receive a credit include:

• Co-op Claim Form

• Wellborn Cabinet invoices

• Cabinet layouts

• Pictures of the installed cabinetry

• The name of the subdivision

• The number of homes within the subdivision

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WELLBORN ACADEMY CLASSES

The Wellborn Academy class fees can be submitted to come from Co-op funds at time of

registration, if the funds are available at that time. The only class that is not eligible to

come from Co-op funds is the Authorized Contractor training. The Dealer Host can

submit travel charges for a Co-op credit, but no charges can be submitted for the

Authorized Contractors attending the class.

Wellborn Academy expenses eligible for 100% Co-op reimbursement include:

• Registration Fees – cost of the class.

• Airfare – submit the flight itinerary for a credit.

• Hotel cost – submit the bill received from the hotel.

• Mileage – submit the mileage driven to attend the class at 39 cents a mile.

There are items such as parking fees, luggage fees, car rental and meals that are not

covered under the Co-op program.

Next Up Learn How to Place Your

Wellborn Co-op Orders

Stay tuned for Q & A after this

presentation

Question and Answers:Question: I’ve already placed an order for brochures. Can I still apply that to my

Co-op?

Answer: Yes, this just has to be done by March 31st if you are trying to use prior

year funds. Complete the Co-op Claim Form and submit it along with the invoice

for a credit.

Question: When do the earned Co-op dollars post to the balance shown on WAY?

Answer: The Co-op dollars accrued from an invoice is posted to the balance on

WAY the following day.

Question: Can I use Co-op credits to purchase a truck wrap?

Answer: No, Co-op cannot ay the invoice received from the company the truck

wrap come from. The truck wrap invoice can be submitted to receive a credit.

Send in the Co-op Claim Form, invoice and picture of the truck wrap for a credit.

Question and Answers:Question: Other than literature, how do I use my credits?

Answer: When you receive your credits for any submissions sent in, you can use

it toward any open invoices. Contact the Credit Dept to have your credits applied

to an open Wellborn invoice. Let them know the credit memo number and the

invoice number that the credit needs to be applied to.

Question: Who do we contact to pay open invoices with Co-op dollars?

Answer: Contact the Credit Dept and let them know the credit memo number

and tell them which open invoice the credit needs to be applied to.

Don’t forget, all of the Co-op information that we have gone over in the

webinar can be found in the Marketing Materials section of the Wellborn

Specification Catalog and the Wellborn Price Catalog.