| Activity |
Qualifying/Non-Qualifying Expenses |
Requirements |
Marketing Fund Payment Rates |
Required Documentation for Reimbursement |
| |
|
|
|
|
| All Activities |
Prior ATI Approval is required for all activities |
ATI Authorization # and Pre-Approval for each activity |
As listed per activity |
Claim amount cannot exceed Marketing Fund accrued |
| |
|
|
|
|
| Advertising, Direct Mail, Catalog |
Qualifying Expenses:
Product Cost
Ad space cost
Printing and Postage
Mail list cost
Non-Qualifying Expenses:
Agency costs
Salaries
|
Level A = Line Listing
Level B = Level A + Logo
Level C = Level B + ATI exclusive ad
Magazines require a printed rate card, audited circulation
and published distribution |
| |
Catalog |
Ad |
Mail |
| Level A: |
15% |
15% |
15% |
| Level B: |
25% |
25% |
25% |
| Level C: |
30% |
100% |
30% |
|
Itemized media and production invoices
Copy of final ad
Tear sheet including date and publication |
| |
|
|
|
|
| Sales Incentives and Training |
Qualifying Expenses:
Cost of awards
Training sessions
Meals and refreshments
Non-Qualifying Expenses:
Agency fees
Salaries
|
Incentives must be approved or conducted by an ATI
sales rep
Training must be conducted by an authorized ATI representative |
Up to 100% |
List of incentives, winners names, achievement, phone
number
Itemized expense report with receipts |
| |
|
|
|
|
| Reseller Shows, Seminars and Events |
Qualifying Expenses:
Space rental
Equipment rental
Exhibitor admission cost
Attendee giveaways
Pre-show marketing
Non-Qualifying Expenses:
Couriers
Salaries
Alcohol
|
Prior approval of seminal content
Use of approved promotional materials
Materials must follow all logo and trademark rules
Authorized ATI representatives must attend |
Up to 100% |
Provide seminar material
Seminal agenda
Itemized expense report with receipts
Show literature |
| |
|
|
|
|
| Web Page or Web configurator |
Development cost of page
Development cost of configurator |
Level A = Line Listing
Level B = ATI only page
Level C = ATI only configurator |
Level A = 15%
Level B = 50%
Level C = 50%
|
Web development Invoice |
