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Expired Date

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Job Name

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Status

Multiplier

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Dealer Locator Listing (Y/N)

Finance Buydown

16021740580110283

2/8/2016

1/1/2016

12/31/2016

6/30/2017

GDI - WARRENVILLE (470)

PLANZ HEATING & AC INC

EXPIRED

IL

Y
(A,DD)

Finance Buydown

16021740580110284

2/8/2016

2/1/2016

1/1/2017

7/1/2017

GDI - WARRENVILLE (470)

CRYSTAL MECHANICAL SERVICES

EXPIRED

IL

N

Finance Buydown

16031740580110305

3/29/2016

3/1/2016

12/31/2016

6/30/2017

GDI - WARRENVILLE (470)

JOELS & SON HEATING

EXPIRED

IL

N

Finance Buydown

16041740580110326

4/25/2016

5/1/2016

5/1/2017

11/1/2017

GDI - WARRENVILLE (470)

ANY TEMP HEATING AND COOLING

EXPIRED

IL

Y
(A)

Finance Buydown

16041740580110327

4/25/2016

4/1/2016

12/31/2016

6/30/2017

GDI - WARRENVILLE (470)

AIRE SERV OF WEST SUBURBS

EXPIRED

IL

N

Finance Buydown

16051740580110339

5/13/2016

5/1/2016

12/31/2016

GDI - WARRENVILLE (470)

A TEAM HTG AND AC INC

SUPERCEDED

IL

N

Finance Buydown

16051740580110340

5/13/2016

5/1/2016

12/31/2016

6/30/2017

GDI - WARRENVILLE (470)

A TEAM HTG AND AC INC

EXPIRED

IL

N

Finance Buydown

16051740580110341

5/13/2016

5/1/2016

8/31/2016

2/28/2017

GDI - WARRENVILLE (470)

MJ MECHANICAL LLC

EXPIRED

IL

N

Finance Buydown

17121740580110504

12/7/2017

1/1/2018

12/31/2018

6/30/2019

GDI - WARRENVILLE (470)

PLANZ HEATING & AC INC

EXPIRED

IL

Y
(A,DD)

Finance Buydown

17121740580110512

12/18/2017

1/1/2018

12/31/2018

6/30/2019

GDI - WARRENVILLE (470)

PLANZ HEATING & AC INC

EXPIRED

IL

Y
(A,DD)

Finance Buydown

17121740580110518

12/21/2017

1/1/2018

12/31/2018

6/30/2019

GDI - WARRENVILLE (470)

COMFORT SERVICES HTG & AC INC

EXPIRED

IL

Y
(A)

Finance Buydown

17121740580110520

12/26/2017

1/1/2018

12/31/2018

6/30/2019

GDI - WARRENVILLE (470)

QUALITY 1 HVAC INC

EXPIRED

IL

N

Finance Buydown

17121740580110521

12/26/2017

1/1/2018

12/31/2018

6/30/2019

GDI - WARRENVILLE (470)

CLIMATE AIR HTG AND CLG LLC

EXPIRED

IL

N

Finance Buydown

17121740580110522

12/26/2017

1/1/2018

12/31/2018

6/30/2019

GDI - WARRENVILLE (470)

HANDY PETE HVAC & ELECTRIC

EXPIRED

IL

N

Finance Buydown

17121740580110523

12/26/2017

1/1/2018

12/31/2018

6/30/2019

GDI - WARRENVILLE (470)

GUARANTEED MECHANICAL SVCS INC

EXPIRED

IL

Y
(A)

Finance Buydown

18101740580110641

10/22/2018

10/1/2018

12/31/2019

6/30/2020

GDI - WARRENVILLE (470)

CHASE MECHANICAL SERVICES INC

EXPIRED

IL

N

Finance Buydown

19011740580110695

1/23/2019

1/1/2019

12/31/2019

2/11/2019

6/30/2020

GDI - WARRENVILLE (470)

COMFORT SERVICES HTG & AC INC

EXPIRED

IL

Y
(A)

Finance Buydown

19011740580110696

1/23/2019

1/1/2019

12/31/2019

2/11/2019

6/30/2020

GDI - WARRENVILLE (470)

PLANZ HEATING & AC INC

EXPIRED

IL

Y
(A,DD)

Finance Buydown

19011740580110697

1/23/2019

1/1/2019

12/31/2019

2/11/2019

6/30/2020

GDI - WARRENVILLE (470)

CLIMATE AIR HTG AND CLG LLC

EXPIRED

IL

N

Finance Buydown

19011740580110698

1/23/2019

1/1/2019

12/31/2019

2/11/2019

6/30/2020

GDI - WARRENVILLE (470)

HANDY PETE HVAC & ELECTRIC

EXPIRED

IL

N

Finance Buydown

19011740580110699

1/23/2019

1/1/2019

12/31/2019

2/11/2019

6/30/2020

GDI - WARRENVILLE (470)

LOCKWOOD FURNACE CO

EXPIRED

IL

Y
(A)

Finance Buydown

19051740580110769

5/28/2019

5/1/2019

12/31/2019

6/17/2019

6/30/2020

GDI - WARRENVILLE (470)

ROBERT BAIR PLUMBING INC

EXPIRED

IL

N

Finance Buydown

19091740580110796

9/30/2019

10/1/2019

12/31/2019

10/15/2019

6/30/2020

GDI - WARRENVILLE (470)

COMFORT SERVICES HTG & AC INC

EXPIRED

IL

Y
(A)

Finance Buydown

19101740580110821

10/16/2019

10/1/2019

12/31/2019

11/11/2019

6/30/2020

GDI - WARRENVILLE (470)

NICOR HOME SERVICES

EXPIRED

IL

N

Finance Buydown

20011740580110918

1/9/2020

1/1/2020

12/31/2020

2/10/2020

6/30/2021

GDI - WARRENVILLE (470)

COMFORT SERVICES HTG & AC INC

EXPIRED

IL

Y
(A)

Finance Buydown

20011740580110919

1/9/2020

1/1/2020

12/31/2020

2/10/2020

6/30/2021

GDI - WARRENVILLE (470)

PLANZ HEATING & AC INC

EXPIRED

IL

Y
(A,DD)

Finance Buydown

20011740580110920

1/9/2020

1/1/2020

12/31/2020

2/10/2020

6/30/2021

GDI - WARRENVILLE (470)

CLIMATE AIR HTG AND CLG LLC

EXPIRED

IL

N

Finance Buydown

20011740580110921

1/9/2020

1/1/2020

12/31/2020

2/10/2020

GDI - WARRENVILLE (470)

ROBERT BAIR PLUMBING INC

SUPERCEDED

IL

N

Finance Buydown

21011740580111048

1/6/2021

1/1/2021

12/31/2021

1/25/2021

6/30/2022

GDI - WARRENVILLE (470)

COMFORT SERVICES HTG & AC INC

EXPIRED

IL

Y
(A)

Finance Buydown

21011740580111049

1/6/2021

1/1/2021

12/31/2021

1/25/2021

6/30/2022

GDI - WARRENVILLE (470)

PLANZ HEATING & AC INC

EXPIRED

IL

Y
(A,DD)

Finance Buydown

21021740580111102

2/20/2021

2/1/2021

12/31/2021

3/8/2021

6/30/2022

GDI - WARRENVILLE (470)

ROBERT BAIR PLUMBING INC

EXPIRED

IL

N

Finance Buydown

21111740580111148

11/19/2021

1/1/2022

12/31/2022

12/27/2021

GDI - WARRENVILLE (470)

PLANZ HEATING & AC INC

APPROVED

IL

Y
(A,DD)

Finance Buydown

21111740580111149

11/19/2021

1/1/2022

12/31/2022

12/27/2021

GDI - WARRENVILLE (470)

COMFORT SERVICES HTG & AC INC

APPROVED

IL

Y
(A)

Finance Buydown

22111740580111202

11/11/2022

11/1/2022

12/31/2023

11/18/2022

GDI - WARRENVILLE (470)

MECHANICAL MGMT SOLUTIONS INC

APPROVED

IL

N

Finance Buydown

22121740580111208

12/30/2022

1/1/2023

12/31/2023

3/9/2023

GDI - WARRENVILLE (470)

COMFORT SERVICES HTG & AC INC

APPROVED

IL

Y
(A)

Finance Buydown

22121740580111209

12/30/2022

1/1/2023

12/31/2023

1/13/2023

GDI - WARRENVILLE (470)

PLANZ HEATING & AC INC

APPROVED

IL

Y
(A,DD)

Finance Buydown

22121740580111210

12/30/2022

1/1/2023

12/31/2023

3/9/2023

GDI - WARRENVILLE (470)

ANY TEMP HEATING AND COOLING

APPROVED

IL

Y
(A)

Finance Buydown

22121740580111211

12/30/2022

1/1/2023

12/31/2023

1/13/2023

GDI - WARRENVILLE (470)

MECHANICAL MGMT SOLUTIONS INC

APPROVED

IL

N

Finance Buydown

23011740580111219

1/26/2023

1/1/2023

12/31/2023

GDI - WARRENVILLE (470)

CRYSTAL MECHANICAL SERVICES

DENIED - PENDING

IL

N

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1

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10
25
50
100

Total Records: 39

Current Queue:APPROVED

Finance Buydown

Form ID:

22121740580111209

Date:

12/30/2022 1:15:04 PM

Distributor ID:

17405801

Distributor Name:

GDI - WARRENVILLE (470)

User Name:

James Schultz

Street:

27615 Diehl Road

City:

Warrenville

State:

IL

Zip:

60555

Phone:

Fax:

Dealer Information

Mincron #:

172236

Name:

PLANZ HEATING & AC INC

DBA:

DBA:

DBA:

Address:

Street:

540 E KOLBERG CT

City:

VILLA PARK

State:

IL

Zip:

60181

Phone:

6302792995

Total HVAC Spend:

500k-750k

Primary Dealer Type:

AOR

AOR Dealer Type:

Support

Primary Brands:

Amana

Program Tag:

Eligible Brands:

Goodman Unitary

Amana Unitary

Daikin Ductless

Eligible finance offers:

4% Contractor Fee Discount

Eligible product families:

Amana 80% Furnaces

Amana 80% Furnaces (Variable Speed)

Amana 90% Furnaces

Amana 95%+ Furnaces

Amana 95%+ Furnaces (Variable Speed)

Amana 96%+ Modulating Furnaces

Amana Condensers 13 SEER

Amana Condensers 13 SEER (Base)

Amana Condensers 14 SEER

Amana Condensers 16 SEER (single stage)

Amana Condensers 16 SEER (two stage)

Amana Condensers 18 SEER

Amana Condensers 20 SEER

Amana Heat Pumps 13 SEER

Amana Heat Pumps 13 SEER (Base)

Amana Heat Pumps 14 SEER

Amana Heat Pumps 16 SEER (single stage)

Amana Heat Pumps 16 SEER (two stage)

Amana Heat Pumps 18 SEER

Amana Package Cool 13 SEER

Amana Package Cool 14 SEER

Amana Package Cool 15 SEER

Amana Package Dual Fuel 14 SEER

Amana Package Gas 13 SEER

Amana Package Gas 15 SEER

Amana Package Gas 16 SEER

Amana Package Heat 13 SEER

Amana Package Heat 14 SEER

Amana Package Heat 15 SEER

Amana Package Heat 16 SEER

Goodman 95%+ Furnaces

Goodman 95%+ Furnaces (Variable Speed)

Goodman 96%+ Modulating Furnaces

Goodman Condensers 13 SEER (R-410A)

Goodman Condensers 14 SEER

Goodman Condensers 16 SEER (single stage)

Goodman Condensers 16 SEER (two stage)

Goodman Condensers 18 SEER

Goodman Heat Pumps 13 SEER (R-410A)

Goodman Heat Pumps 14 SEER

Goodman Heat Pumps 16 SEER (single stage)

Goodman Heat Pumps 16 SEER (two stage)

Goodman Heat Pumps 18 SEER

Goodman Package Cool 13 SEER

Goodman Package Cool 14 SEER

Goodman Package Cool 15 SEER

Goodman Package Dual Fuel 14 SEER

Goodman Package Gas 13 SEER

Goodman Package Gas 15 SEER

Goodman Package Gas 16 SEER

Goodman Package Heat 13 SEER

Goodman Package Heat 14 SEER

Goodman Package Heat 15 SEER

Goodman Package Heat 16 SEER

Variable Speed Air Handlers

Variable Speed Modular Blower

Goodman 80% Furnaces

Goodman 80% Furnaces (Variable Speed)

Goodman 90% Furnaces

Daikin Ductless - 15 Series

Daikin Ductless - 19 Series

Daikin Ductless - LV Series

Daikin Ductless - Quaternity FTXG

Amana Package Gas 14 SEER

Amana Heat Pumps 20 SEER

14 SEER Gas Electric Package Units

2MXL_QMVJU - Daikin AURORA Series Outdoor Multi-Split Heat Pump

Daikin 17 Series

Daikin Ductless - Multi Split MXS

3MXL_RMVJU - Daikin AURORA Series Outdoor Multi-Split Heat Pump

Goodman Package Gas 14 SEER

3MXL_QMVJU - Daikin AURORA Series Outdoor Multi-Split Heat Pump

4MXL_TVJU - Daikin AURORA Series Outdoor Multi-Split Heat Pump

I understand the actual discount to contractor will not exceed published contractor
fee and will communicate this information to the registered dealer once or if approved.:
Yes

Start Date:

1/1/2023

End Date:

12/31/2023

Month

Year

Sales

Jan

2022

$17,352

Feb

2022

$24,652

Mar

2022

$10,822

Apr

2022

$29,363

May

2022

$42,481

Jun

2022

$76,057

Jul

2022

$45,836

Aug

2022

$84,035

Sep

2022

$29,880

Oct

2022

$40,150

Nov

2022

$12,938

Dec

2022

$13,944

Total

$427,510

Commodity sales are excluded from the totals shown above.

Commodities are not eligible for rebate and do not count towards tier qualification.

For reference only - commodity sales for the same 12-month period = $18,503

Goodman Participation Percentage:

100

Estimated Price Multiplier:

0.90

Estimated Sales for Program Period:

100,000

Objective:

Share of Wallet Growth (SOW)

Situation Details:

Dealer Growth, the financing is helping them grow their business

Attachments:

Additional Comments:

Dealer groth

Does this Dealer purchase Goodman,Amana or Daikin products from any other Distributor?

No

Include your dealer to receive timely, local leads!

Go to MY INFO >
DEALER LOCATOR tab to update your customers "RECEIVES LEADS"

checkbox and their best customer service contact information.

SELECT case isnull(masterrecordid,0) when 0 then mincron.ARST01 else MR.mrd_state end as state, case isnull(masterrecordid,0) when 0 then mincron.ARNM01 else mrd_name end as contractorname, ISNULL( REPLACE(REPLACE(REPLACE( 'Y
(' + STUFF((select ','+ cast(BrandID as nvarchar(255)) from DealerLocator_MasterData DL WHERE (case isnull(XX.masterrecordid,0) when 0 then DL.MincronID else DL.MasterRecordID end) = (case isnull(XX.masterrecordid,0) when 0 then XX.mincron else XX.masterrecordid end) and BrandID <> 5 and DisplayOnDealerLocator = 1 FOR XML PATH('')),1,1,'') + ')',1,'G'),2,'A'),4,'DD'),'N') AS DL_Listing, XX.* FROM ( SELECT 'Finance Buydown' as fname , fbdid as GID , fbd_form_id as FormId , fbdid as Id , ExpiredDate as ExpiredDate , UPPER(case when status='denied' and currentid>0 then 'denied - pending' else status end ) as Status , mincronid as mincron , masterrecordid as masterrecordid , fbd_distributor_id as DistributorId , '' as jobname,fbd_distributor_name as distributor,'' as type,'' as qualifier,convert(varchar(10),fbd_start_date,101) as sdate,convert(varchar(10),fbd_end_date,101) as edate,'' as multiplier,ApprovedDate as Approveddate , fbd_createddate as cdate, Tag As Tag, '' As ProgRegType FROM FinanceBuyDown with (NOLOCK) WHERE 1=1 and fbd_distributor_id is not null and fbd_distributor_id = '17405801' and fbd_createdby = 2097)XX LEFT JOIN MasterRecord MR with (NOLOCK) ON MR.mrd_id = XX.masterrecordid left join GoodmanDealerMaster mincron with (NOLOCK) on XX.mincron= mincron.ARNO01 where 1=1 AND XX.DistributorId in ( select distributorid from DESA_Regions where Region = 'CHI' ) order by cdate

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