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  1. Jenna Baxter (12/13/2019) :
  2. David to confirm Honda CW number and send to Jenna/Lease Admin before docs are sent to Honda
  3. .....................
  4. Jenna Baxter (12/12/2019) :
  5. Moving forward, do not cc Chris Schaub on outgoing emails including Docusign.
  6. .....................
  7. Jenna Baxter (12/10/2019) :
  8. The CW # is only for Honda of America, and it has replaced the #4400_____ that we used previously. Reference 2417-81 for example.
  9. .....................
  10. Crystal Velazquez (12/9/2019) :
  11. Before Awarding 2417 leases, David to confirm Honda CW number and send to Jenna to note for Lease Admin on award email before docs are sent to Honda
  12. .....................
  13. Jenna Baxter (12/5/2019) :
  14. Moving forward for Honda of America sites ( Marysville, Anna, & East Liberty.) order documents please include the Equipment Surveys (if attached in SLX).
  15.  
  16. ALL Honda of America, Mfg., Inc. ELS (Orders) need to be signed by Steve Mirsky before being uploaded to DocuSign.
  17. .....................
  18. Alyssa Munoz (1/31/2019): UPDATED ALL ACCT NUANCES/REMOVED DUPLICATES
  19. ...........................
  20. **Contacts for ALL Docs:
  21. To: Curt Schroeder
  22. CC: Aaron Homan, John Bookmyer
  23. IT Deals: To: Linda Young
  24.  
  25. ALSO CC PIV LEADS WHEN SENDING DOCUMENTS
  26. ...........................
  27. **COD Contacts/PIV Leads:
  28. Marysville location - Morgan Edler
  29. East Liberty Location - Frank Grove
  30. Anna Location - Chris Schaub and Alan Howard
  31. .....................
  32. DOC ACCT NUANCES
  33.  
  34. All Docs Sent Via DocuSign
  35.  
  36. Moving forward for Honda of America sites ( Marysville, Anna, & East Liberty.) order documents  please include the Equipment Surveys.
  37. The Equipment surveys are essentially the equipment specs, They will be attached in SLX as equipment survey for your reference.
  38.  
  39.  
  40. From the moment that David receives the equipment surveys (requirement), we have 5 business days to price, award and send the order document. At time of Award, David will provide CRM with the deadline for the order document. CRM will state the deadline on the award email.
  41.  
  42. ALL Honda of America, Mfg., Inc. ELS (Orders) need to be signed by Allan before being uploaded to DocuSign
  43.  
  44. ALL Docs/Countersigned Docs need to be sent to the Doc contacts. (Please CC the appropriate COD contacts for ELS’s  that pertain to their location – not final docs)
  45.  
  46. Order ELS:  For every order created we will place the following number in the header of the Order ELS on the top left corner 4400022058- [schedule #]
  47.  
  48. For ELS Order only: A deal only includes exhibit A and B for 36, 48, and 60M terms. **Exhibit B just represents the program pricing for the 36, 48, and 60M terms.
  49. For Equipment Moves: Include Revised Exhibit A's and Exhibit B (if applicable). **Exhibit B does NOT change.
  50.  
  51. When sending Final Docs please reference the executed CODs, and cc: the signers of the CODs on the final docs out to the client.
  52.  
  53. All IT deals must mirror the ELS used for 2417-44
  54. IT Deals - one day turnaround for issuing ELS Orders
  55. ...........................
  56. COD ACCT NUANCES
  57. COD’s are only needed/applicable for the 3 Honda of America sites: Marysville, Anna, & East Liberty.
  58.  
  59. -Please send COD (exhibit only) to CRM, once CRM receives signed copy from COD/PIV Lead contacts, CRM will send to Lease Admin to upload the AC and send to the Doc contacts.
  60.  
  61. COD needs to have the Lessee Reference #/Customer PO# column (See 2417-33 CA for an example)
  62.  
  63. COD: Will be sent to the COD Contact/PIV Lead via PDF (Like KCC) (*add Confirmation of Delivery signature block to exhibit*)
  64.  
  65. 1 COD per location
  66.  
  67. Per Steve: Moving forward, for all COD’s, let’s put the delivery date on there. Let’s have the customer sign off on that COD date.  If they disagree with a date, then they can cross it out and provide an accurate one.
  68. ...........................
  69. BILLING ACCT NUANCES
  70. -ALL Honda invoicing and billing is done through the Honda portal.
  71.  
  72. HNA is TAXABLE for all locations
  73. HAM is EXEMPT in OH
  74. HMA is EXEMPT in AL
  75.  
  76. Applies to Honda IT Equip Only:
  77. *Honda will not pay interim rent.
  78. *Please do not split the invoice by location
  79. ...........................
  80. AE/CRM ACCT NUANCES:
  81. AE will send CRM  the quotes to separate prior to sending to Opp Mgmt.
  82.  
  83. -WE WILL NOT ISSUE PO TO THE VENDOR UNLESS WE HAVE BOTH: SIGNED ELS AND ALL PO’S FROM THE CUSTOMER
  84. Assign and Request PRC PO Based off Honda PO rcvd from Daren/Eduardo
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