Here's the rundown:
Effective Date: October 1, 2014
Table of Contents
2. Program Descriptions and Eligibility
3. Proof of Eligibility
5. Program Policies
6. Pricing and Incentives
7. Process and Documentation
9. Contact Information
Key Document Links
AXZD-Plan Pricing Agreement*
The New Vehicle Purchase Program (X-Plan) also known as the Partner Recognition Program, is offered by Ford Motor Company to the employees, retirees, spouses and other household members (driver’s license required for proof of residency) of selected Tier 1 suppliers, business partners, fleet partners and special organizations having a unique relationship with the Ford Motor Company. Participation in the program is contingent on the Partner Company's continued relationship with Ford Motor Company and will stay in effect until terminated by either party upon a thirty (30) days prior written notice provided to the other party. Ford Motor Company may terminate this program upon thirty (30) days notice at its respective sole discretion.
2. PROGRAM DESCRIPTIONS AND ELIGIBILITY
An eligible Partner Recognition employee or retiree may generate up to two (2) PINs per calendar year to be used towards the purchase/lease of a new vehicle for them or members of their households as noted below (see PIN Generation for details):
Employees (full time, part-time and contract), retirees and spouses of eligible Partner companies (suppliers, fleets, etc.) and members of specific organizations or groups.
Residents of the same household as listed above(driver’s license required for proof of residency).
Participation is by invitation only as determined by Ford Motor Company. Not all suppliers, fleets, etc. are eligible.
3. PROOF OF ELIGIBILITY
For employees of eligible partner companies, you must provide a recent pay stub, company I.D., W-2 or company healthcare card. All are acceptable items to verify employment. (Note: business cards will not be accepted as proof of employment). The dealership must list the company or organization's name on the AXZD-Plan Pricing Agreement.
For residents in the same household as the eligible employee/retiree, driver’s licenses’ will be required for proof of residence.
For membership-based partner companies, you must provide a membership card that indicates a 60-day minimum membership.
Current Ford and Lincoln model year and prior model year vehicles sold in the United States. See your local dealer for vehicle eligibility.
Vehicles may be ordered from production or, if the dealer agrees, may be selected from the inventory of the dealership. Dealers are not required to participate, but if they do, they must be an authorized Ford Motor Company dealer for the product sold and agree to abide by the New Vehicle Purchase Program guidelines set forth in this document.
Prior model year vehicles may be purchased or leased while supplies last for products under X-Plan. See your selling dealer for details.
Dealer demonstrator units (no mileage restriction). No additional discount is permitted beyond incentives compatible with an X-Plan deal.
Certain commercial use or specialty products and certain "low-supply" vehicles as defined by Ford. Click here for a specific list of Ineligible Products
Driver training vehicles.
5. PROGRAM POLICIES
Customer/Sponsor Obligations and Rules
It is a direct violation of the program rules to provide PINs to customers referred to the sponsor by a dealership employee or to use a dealership employee as a broker to locate X-Plan customers. In other words, you may not use a dealership or dealership employee to find customers, and you may not sell PINs to a dealership or dealership employee. In fact, selling PINs to anyone is a violation of Plan rules and is strictly prohibited. Violations of these rules will result in suspension of X-Plan eligibility (sponsor and/or company).
Vehicles purchased or leased by customers sponsored by a Partner Recognition employee/retiree count against the number of vehicle sales which an employee/retiree may sponsor during any calendar year.
Any solicitation or acceptance of money, items of value or discounts off the New Vehicle Purchase Program price not defined in this document from a dealership or anyone connected with or acting on behalf of the dealership in connection with the purchase or lease of a vehicle under the New Vehicle Purchase Program, is contrary to the Plan's provisions and to Ford Motor Company policy and is prohibited.
If after ordering a vehicle under the terms of the New Vehicle Purchase Program, the customer cannot take delivery from the designated dealership, the customer must promptly advise the proper dealership representative, and the customer must refrain from signing any dealership document indicating acceptance or delivery of the vehicle.
X-Plan customers are required to arbitrate warranty-related disputes via the Dispute Resolution Program (DRP) before initiating or proceeding with legal action. Failure to seek resolution of warranty-related disputes via the DRP before initiating legal action may result in the suspension of Purchase Plan privileges for sponsor and/or company.
The Dispute Resolution Program (DRP) process is a cost-free program available to
owners or lessees of qualifying Ford Motor Company vehicles. The program is
independently owned administered by the Better Business Bureau (BBB). Service or
product performance complaints involving Ford and Lincoln cars, vans, sport
utilities and light trucks, which are within the terms of the New Vehicle Limited Warranty,
are eligible for DRP review. The Warranty Guide provided with all new Ford, Lincoln, and
Mercury vehicles at delivery contains important information about customer assistance
and the Dispute Resolution Program. For more information about the program, call the
BBB Auto Line at 1-800-428-3718, or the Ford Customer Relationship Center at 1-800-
Failure to seek resolution of warranty-related disputes via the DRP process before
initiating legal action may result in the suspension of Purchase Plan privileges (as noted
under "What if a Customer Ignores the Conditions?").
Dealership Obligations and Rules
Participating dealerships agree to comply with all of the terms outlined in this document, including the Red Carpet Lease Option provisions. Authorized Ford and Lincoln dealerships are encouraged, but not obligated, to participate in the New Vehicle Purchase Program. Participating dealerships must sign a Dealer Agreement located on the AXZD-Plan Pricing Agreement on each New Vehicle Purchase Program sale or Red Carpet Lease.
Dealerships must be authorized dealers ("under their Sales and Service Agreement(s)") for the product being sold.
The AXZD-Plan Pricing Agreement must identify the X-Plan price, the price of each dealer-added option, negative equity on vehicle trade, gifts, and any other allowable fees and taxes. A copy of the factory invoice showing the New Vehicle Purchase Program price in the box labeled ”X-Plan" and a completed, signed copy of the AXZD-Plan Pricing Agreement must be given to the customer.
All commission claims are subject to future audit and possible charge back to the dealership. Participating Dealerships agree to make available such dealership records to the extent considered necessary by Ford Motor Company for audit of the transactions claimed under the New Vehicle Purchase Program. Dealers must retain all records and documents, including AXZD-Plan Pricing Agreement, journals and ledgers, which relate in any way, in all or in part, to covered transactions- for at least two years.
All sales or lease contracts with Purchase Plan customers will be conducted by an employee of the participating dealership. Commissions to dealerships will be withheld or charged back if non-employees, including brokers, or agents are used to participate in Plan transactions in any capacity.
What if a Customer Ignores the Conditions?
The purchase, lease and disposal of vehicles under the New Vehicle Purchase Program are monitored regularly for abuse through a computerized system. Customers who do not comply with the requirements noted above will be contacted and asked to explain the circumstances involved.
The privilege to participate may be withdrawn or suspended if Ford Motor Company determines that the employee or retiree has violated the provisions of the New Vehicle Purchase Program or Ford Motor Company policy. The employee, retiree or surviving spouse may be required to reimburse the Ford Motor Company for the full amount of the dealer commission paid.
NOTE: Even if the customer who violates these provisions is not a Company employee, the sponsoring employee or retiree is responsible and subject to the above sanctions.
Dealer-to-Customer Gifts and Fees
The following are guidelines regarding what is, and is not, permissible.
Unless prohibited by your state law, X-Plan customers may accept items or services of nominal value (i.e. $50 or less dealership cost) as a gift or reward in connection with an X- Plan sale or lease. All gifts or rewards offered by the dealership for sponsoring an X-Plan sale or lease must be comparable with gifts or rewards offered by the dealership on retail sales or leases, and may not exceed $50 in value (dealership cost).
Examples of acceptable gifts include a wall calendar, Motorcraft apparel, gas card, an oil change, a car wash, etc, provided the item or service does not exceed $50 in value (dealership cost).
Dealerships may not offer services or items below their market value (dealership cost) to stay within the $50 limit (i.e. $1 for rust proofing or $10 for a bed liner).
No service, accessory or items valued above $50 may be accepted by an X-Plan customer, even if the same offer is extended to non-Plan customers.
Partner Recognition X-Plan sponsors may NOT accept referral fees.
Dealers will be permitted to assess up to $100 in documentary fees on each delivery to an eligible purchaser under the terms of the Plan, unless otherwise provided by state or local laws or regulation. Each dealer is responsible for complying with applicable laws or regulations.
Unless otherwise provided by state or local laws or regulation: In states where dealers are not permitted to charge as much as $100 for doc fees, dealers would be capped at the lesser amount as provided by the state. In states that permitted more than $100, dealers would be permitted to charge the Plan customer $100. In states that permitted more than $100 and also required that all customers be charged the same amount, dealers may charge the Plan customer $100 and indicate any additional fees have been paid by Ford Motor Company as part of the AXZD-Plan Program dealer reimbursement on the buyer's order.
Doc Fee Charges should be detailed on the AXZD Plan Pricing Agreement located in number 4.
Financing, Insurance, Titles and Taxes
Purchase/lease financing may be obtained at the customer's discretion from any source. To learn more about financial services offered through Ford Motor Credit Company, go to www.fordcredit.com
Each vehicle purchased or leased will be covered by the same warranty and policy as those offered to retail customers.
The customer is responsible for all federal, state, and local taxes, license and title fees.
· New Vehicle Purchase Program customers are required to provide their own liability and collision insurance for both purchases and leases. For leases, there are specified coverage minimums. Lessees should request information about these amounts from the dealer prior to obtaining insurance and signing the final lease papers.
Titling eligibility is as follows:
Vehicles must be retained in the customer's possession and registered as provided above for at least six months from the date of purchase or lease.
Vehicles must be registered or titled to the Partner Recognition X-Plan eligible individual.
Non-eligible members may appear as co-signers or co-makers of the loan or other
financing agreement, and may also appear on the Vehicle Title or Registration.
However, the primary user of the vehicle must be the X-Plan eligible member.
Vehicles leased under the Red Carpet Lease Option will be titled in the name of
Ford Credit or as directed by Ford Credit, but must conform to the above
Vehicles also may be registered in the name of a customer's trust provided that the
customer's name is included in the name of the trust, i.e. "John Smith Trust.”
X-Plan vehicles may be registered or titled in the name of a business (excluding
automotive dealerships and their leasing companies). X-Plan vehicles may be
purchased or leased for commercial use.
6. PRICING AND INCENTIVES
The dealer is required to provide you with a true copy of the factory invoice showing the Partner Recognition price on the line labeled X-Plan. You should also receive a complete and signed AXZD-Plan Pricing Agreement showing each item and its price. Do not sign this form if it is blank or if you do not understand how the price was calculated. All added items must be documented on this form, including negative equity on vehicle trade, and gifts.
The X-Plan price is the amount shown in the box labeled "X-Plan" near the bottom of the factory invoice. The New Vehicle Purchase Program price includes advertising, finance costs, transportation, fuel charges and Ford Motor Company administrative fees. The dealership may not charge extra for these items.
The New Vehicle Purchase Program customer is entitled to the price in effect at the time the vehicle was invoiced. Any money refunded to the dealer by Ford Motor Company for price increases occurring after the order is submitted, but before shipment to the dealer, must be refunded to the customer.
From time to time, Ford Motor Company will offer special incentives to Partner Recognition Program participants in addition to existing retail (i.e. general public) incentives. Enrolled members will receive an email notifying them of the offer. Partner Recognition benefits extend beyond your vehicle purchase, click on the Special Offers tab for more information.
To enroll, all you will be required to provide is:
1. Name and address.
2. E-mail address.
3. Contact Preferences.
Go to the Special Offers Tab to enroll!
Vehicle Trade-in Allowance
Vehicle Trade-in Allowance is not covered by the New Vehicle Purchase Program and must be negotiated with the dealership. However, this must be documented on the AXZD-Plan Pricing Agreement form.
X-Plan is a pre-determined price based on dealer invoice or A-Plan price depending on brand. The X-Plan price is noted on the dealer invoice.
Dealer Invoice - (0.4% * Dealer Invoice) + Administration Fee* (see sample invoice)
Dealer Invoice + (0.6% * Dealer Invoice) + Administration Fee* (see sample invoice)
*$275 Administration Fee.
7. PROCESS AND DOCUMENTATION
Sales and Delivery Requirements
The dealership may require the New Vehicle Purchase Program customer to make a deposit when placing a vehicle order. Some or all of this deposit may be retained by the dealership if the customer declines to accept delivery of the product ordered. An agreement in writing should be reached with the dealership concerning the amount of the deposit and the conditions under which it may be retained by the dealership if the transaction is not completed.
Lease transactions may require a refundable security deposit. The security deposit is held until the end of the lease and is refunded, provided that the lease terms have been satisfied. The deposit is usually equal to one month's payment, rounded to the next $25.
The dealership may charge any price negotiated (at or above dealer cost) between the dealer and the customer for undercoating, dealer installed options, extended service contracts and other items or services that add value to the vehicle, provided such items are priced separately and listed individually on the retail buyer's order and the AXZD-Plan Pricing Agreement.
Dealerships will notify the customer as soon as the vehicle has been prepared for delivery. New Vehicle Purchase Program customers must accept delivery and make final settlement within five working days of notification by the dealership that the vehicle is available for delivery. Unless otherwise agreed to between the dealership and the New Vehicle Purchase Program customer, vehicle disposition becomes the sole responsibility of the delivering dealership on the sixth day.
What is a PIN?
A PIN (Personal Identification Number) is a unique numeric code required for each vehicle purchase under the X-Plan. This PIN will be generated by the Partner Recognition employee/retiree (sponsor) for either themselves or a member of their household. The PIN holder will then take this PIN to an authorized Ford Motor Company dealership to secure the X-Plan discount.
Using a PIN
Provide your dealer the PIN along with the last 4 numbers of your Social Security Number.
The dealer will enter your PIN and social security number into the computer to verify your eligibility. Once your eligibility has been verified, the dealer can lock in the approval to complete the transaction. (If you decide not to complete the transaction at that dealership, ask the dealer to cancel the locked-in approval so that you can use it elsewhere.)