ESSO/OHBA Fuel Program. Tim Jones Business/Fleet Account Sales Phone Fax

Transcription

1 ESSO/OHBA Fuel Program Tim Jones Business/Fleet Account Sales Phone Fax Esso is a registered trademark of Imperial Oil. Imperial Oil, licensee.

2 Overview of Card Programs Online Account Management Control Savings Convenience Card Programs Comparison The Esso Business Card Program and Reporting The Esso Fleet Card TigerPro Program and Reporting The Esso Fleet Card TigerPro Plus Program and Reporting Loyalty Programs Speedpass 2

3 Saving money and working smarter are the keys to success and The Esso Business and Fleet Cards help you do both Online Account Maintenance Control Savings Convenience Save time and manage your account anytime with a few easy clicks Create and monitor the restrictions that work best for your business Valuable fuel discounts with no annual fees or set up charges Accepted at 1,850 stations in Canada, with customer service available 24/7 3

4 : Online Account Management Manage your entire account online with just a few easy clicks Enjoy the ease of making changes anytime to cards, vehicles, drivers, and authorization controls View available credit Retrieve invoices and reports at your convenience Make payments quickly and easily Online at essofleetonline.com Through your financial institution By telephone 4

5 : Control Control everything about your drivers card purchases, by group or individual card Product Restrictions Unrestricted: any product or service Restricted: fuel, oil, top-up fluids and car washes only Card Control Options Set authorization controls by individual card or by group Establish how much a driver can buy, how often, and when Limit daily dollar amounts, number of transactions per day, dollars per transaction, and times of day / days of week Detailed Reporting Comprehensive, detailed product and summary reports, all available online Prompts at the Pump for Additional Security Driver ID (PIN) Optional odometer reading 5

6 : Savings Save on fuel costs with valuable discounts and better control Enjoy a 3.0 cent per litre (cpl) fuel discount on any type of fuel No annual fees or set up charges Established controls and detailed tracking and reporting help prevent fraud and misuse Prompts for driver ID (PIN) and odometer readings also help prevent fraud Online account management and reporting saves time and paperwork 6

7 : Convenience Ultimate convenience for you and your drivers Online Self Service Available anytime for viewing reports, making changes, or paying your invoice Make changes to cards, drivers, and authorization controls Retrieve invoices and reports at your convenience Exceptional Toll-Free Customer Service Reach a live person 24 hours a day, 7 days a week to help with any questions or needs 1,850 Esso locations welcome your drivers and provide a broad range of products and services to meet their needs Large car wash network Tim Hortons restaurants On the Run convenience stores The Esso card is also accepted at all Exxon and Mobil stations in the U.S. Online Esso site locator: Enter a town, city, or postal code and get a list of the closest sites List includes full details of address and services provided 7

8 Card Programs: Comparison No matter how large or small your business, there is an Esso Card Program to meet your needs 8

9 The Esso Business Card Program Ideal for businesses that want simple reporting The Esso Business Card Program Offers Driver ID (PIN) Product Restrictions Simple, easy to read reporting that shows when, where, and how much was purchased on the cards, plus totals by card or by vehicle 9

10 The Esso Business Card Program: Reporting 10

11 The Esso Fleet Card TigerPro Program Ideal for businesses that need more thorough reporting The Esso Fleet Card TigerPro Program Offers Driver ID Product Restrictions Restricted: fuel, motor oil, top up fluids, and car washes only Unrestricted: any product or service with a maximum of $75 on convenience store items Purchase Restrictions Set limits for how much drivers can buy, how often and when Define maximum limits on purchases 11

12 The Esso Fleet Card TigerPro Program Simple, easy to read reporting that shows when, where, and how much was purchased on the cards, plus totals by card or by vehicle Enhanced reporting that also includes discounts, year to date summary, and date and time for purchases Separate activity reports available by division, department, or cost centre 12

13 The Esso Fleet Card TigerPro Program: Reporting 13

14 The Esso Fleet Card TigerPro Program: Reporting 14

15 The Esso Fleet Card TigerPro Plus Program Perfect for businesses that want the most comprehensive reports available, at no additional cost The Esso Fleet Card TigerPro Plus Program Offers Driver ID and Odometer prompts for optimal security Product Restrictions Restricted: fuel, motor oil, top up fluids, and car washes only Unrestricted: any product or service with a maximum of $75 on convenience store items Purchase Restrictions Set limits for how much drivers can buy, how often and when Define maximum limits on purchases The most comprehensive reporting available 15

16 The Esso Fleet Card TigerPro Plus Program: Reporting Purchase and Transaction Data Reports Financial Data Reports Exception Reports Drivers names Odometer readings Date / time / location of each transaction Amount and cost per litre/average litres per 100 km/cost per km Service station purchase summaries Discounts Fuel grade Year (or periods) to date summaries Separate activity reports available by division or cost centre Unauthorized purchases or times Transactions exceeding cost or litre limits Province deviations Transactions that exceed the number allowed in a given time period Odometer readings outside of set parameters Lets you know when maintenance is needed Totals for non fuel products 16

17 The Esso Fleet Card TigerPro Plus Program: Reporting Purchase Report 17

18 The Esso Fleet Card TigerPro Plus Program: Reporting Financial Summary Report 18

19 The Esso Fleet Card TigerPro Plus Program: Reporting Exception Report 19

20 Build your Business with the Esso Business Card & The Esso Extra and Aeroplan Programs Esso and Esso Extra are trademarks of Imperial Oil. Imperial Oil, licencee. Aeroplan is a registered trademark of Aeroplan Canada Inc. 20

21 Two Great Programs Available at Esso Stations Choose the one that is right for your business! Practical, Everyday Rewards Travel and Merchandise Rewards Easy to...enroll! Earn! And Redeem! Esso is a trademark of Imperial Oil. Imperial Oil licensee. 21

22 Get More Value, More Rewards, and More Savings! Whether your employees choose to participate in Esso Extra or Aeroplan, both are a fast, simple way to earn great rewards and bring extra value to your business transactions at Esso stations. Earn points every time eligible purchases are made just by swiping the Esso Extra or Aeroplan card when paying with the Esso Business Card or Esso Fleet Card. Esso Extra and Aeroplan rewards can also help manage expenses and offer good value, so be sure to take full advantage of these programs. Both Esso Extra and Aeroplan are free to join and enrollment forms are available at approximately 1,850 Esso stations across Canada or online at essoextra.com or aeroplan.com. 22

23 Get More Value, More Rewards, and More Savings! Earn 1 point for every eligible dollar spent at Esso stations* Esso Extra points are easy-to-track online so you can focus on business Redeem Esso Extra points for rewards like gas, car washes, and Esso Gift Cards, right at the station. Points balances are shown right on the receipt. Or redeem from a selection of online rewards at essoextra.com Earn 1 Aeroplan Mile for every $3 spent when at Esso stations* Aeroplan Miles are redeemable for travel rewards, Esso Gift Cards, merchandise and more. Visit aeroplan.com for details. * Some exclusions apply. For complete Esso Extra program rules and details visit essoextra.com or for complete Aeroplan program rules and details visit aeroplan.com 23

24 The Esso Extra Advantage EASY to enroll. EASY to earn. EASY to redeem. Compare Esso Extra earning rates with other leading competitors programs and see how much faster Esso Extra gets you to the rewards you need to keep your business moving Everyday Bonus points for Extra Grade Gasoline (2X) and Supreme Grade Gasoline (3X) for higher customer value Rewards you want, value and need Gas, Car Wash and Esso Gift Cards Access to leading loyalty programs through points exchange: HBC Rewards, RBC Rewards, Points.com, Club Sobeys/Club Thrifty Foods* (* this program is only available in Ont, Man, Sask, Alta and BC) Allows employees to enroll individually and enjoy the benefits. Groups of individuals may also link their Esso Extra accounts and combine their points to get rewards faster that can be shared, used to recognize performance or to donate to a worthy cause in your community. To find our more about how to link accounts visit essoextra.com 24

25 The Aeroplan Advantage EASY to enroll. EASY to earn. EASY to redeem. One of Canada s largest and most successful loyalty programs since 1984 Earn at over 75 participating businesses and 150 Brands, including Esso stations Choose from a wide range of rewards including travel, hotels, merchandise, and a variety of Gift Cards, including the Esso Gift Card, to meet every need and help you manage your business expenses Allows employees to enroll individually and enjoy the benefits. (Linked accounts are not available through Aeroplan...only Esso Extra) 25

26 Your Advantage... with the Esso Business Card Get the best value for you, your employees and your business Take advantage of all the have to offer, including the benefits of rewards from Esso Extra or Aeroplan Enroll today! For information about any of these programs visit essofleetoffers.com, essoextra.com or aeroplan.com 26

27 Speedpass The smart choice for businesses on the move Speedpass is the safe, simple way to pay No personal or business information is stored in or transmitted by the key tag Get as many free key tags as you have cards At participating Esso stations, your drivers simply point the key tag at the Speedpass reader and start fueling it s that fast and that easy Speedpass users can still participate in loyalty programs Drivers simply swipe their loyalty cards Speedpass is a registered trademark of Exxon Mobil Corporation or one of its subsidiaries. Imperial Oil, licensee. 27

28 The perfect solution to your business s needs 28

29 Esso Business/Fleet Account Application Form To enrol, simply print and complete the attached Esso Fleet/Business Account Application then , fax or mail it to Tim Jones at the below contact information. Return application to: Tim Jones Imperial Oil PO Box 1870 Uxbridge, ON L9P 1N9 Ph Fax

30 Ontario Home Builders Association/Imperial Oil Fuel Program Imperial Oil is pleased to offer each OHBA member the Esso Fleet Account Program. Each OHBA member may enjoy: A discount of 3.0 cents per litre (cpl) off the retail posted pump price on any type of fuel through the ESSO Fleet Card at all ESSO branded retail locations in Canada. The fuel discount is deducted off the monthly invoice. Choose from restricted or non-restricted card types. The largest retail network with over 1,900 ESSO branded locations to serve you throughout Canada. Over 650 ESSO branded car wash locations in Canada. Enjoy ESSO Extra Card or Aeroplan Card points. ESSO Speedpass available. E-Account Manager - On-line account maintenance. To apply, simply complete the attached ESSO Fleet/Business Account application form and , fax or mail it directly to the program coordinator listed below. Any OHBA member with an existing ESSO account must still complete the attached form and submit it to the coordinator noted below. Upon credit approval each OHBA member will be billed directly on a monthly basis and liable for their purchases. Should you have any questions, please contact the program coordinator below. Tim Jones Imperial Oil (ESSO) Fleet/Business Account Sales PO Box 1870 Uxbridge ON L9P 1N9 Ph Fax tim.jones@sympatico.ca

31 Esso Business Account Application OHBA - Group Code ALY Please read the following before completing this form: (1) The Customer (being Applicant#1 and Applicant#2) represents that the information given in this Application is complete and accurate. (2) Signator for a company must be an officer of the company with authority to enter into contractual agreements. (3) Please sign Section 3 below before submitting your completed application. Section 1a Billing information and description of your business (applicant #1) Company s full legal name (underline up to 20 characters to appear on card) Business telephone number Business fax number ( ) ( ) Billing address City Province Postal code Billing address City Province Postal code Principal owner or officer name Title Contact name Doing business as Subsidiary of In business since (mm/yy) Type of business: Corporations Proprietorship Government Partnership Religious Non profit Other Section 1B Business References Bank name/branch City and Province Telephone number Account number ( ) Current fuel supplier City and Province Telephone number Account number ( ) Trade reference City and Province Telephone number Contact name ( ) Trade reference City and Province Telephone number Contact name ( ) Section 2 (optional) Individual information (applicant #2). If completed, must be completed by an authorized officer or person. The authorized officer or person will be liable if s/he completes this section and signs as Applicant #2 below. First name Initial Last name (please print) Date of birth (mm/dd/yy) Billing address City Province Postal code Social Insurance Number Driver s license number Home telephone number ( ) Section 3 Customer Application Agreement The Customer applies to Imperial Oil, a partnership of Imperial Oil Limited and McColl-Frontenac Petroleum Inc. ( Imperial Oil ) for either: (a) an Esso Business Card Account (the EBC Account ) or (b) a Fleet Account offering the TigerPro or TigerPro plus programs (the EBC Account and the Fleet Account are also referred to as the Account ): The Customer consents to Imperial Oil s collection of the personal information (the Cardholder Information ) provided in this application or complied internally by either Imperial Oil or its third party service providers for the purpose of offering the Customer either an EBC Account or a Fleet Account.. The Customer acknowledges and agrees that Imperial Oil will determine which Account best suits the Customer s needs based on the Customer s number of vehicles, monthly fuel purchases, and Customer s preference if indicated. If it is determined that the Customer is best served by a Fleet Account, Imperial Oil will process the Customer s application for a Fleet Account and forward additional documentation regarding the Fleet Account to the Customer. If it is determined that the Customer is best served by an EBC Account, Imperial Oil will process the Customer s application for an EBC Account and no additional documentation is required. Pursuant to the EBC Account or Fleet Account, the Customer may charge goods and services up to the credit limit set by Imperial Oil and must pay the full balance as shown on each monthly billing statement, according to the general terms and conditions of the agreement (the Agreement ) relating to the Fleet Account or the EBC Account a copy of which will be sent to the Customer with its credit card upon approval of this Application: and upon approval of this Application, the Customer agrees with Imperial Oil to abide by and be bound by the terms and conditions set out in the Agreement. By signing this Application the Customer represents and warrants that : (a) it is a valid business entity or a self employed professional or business person, and duly registered as such under all applicable laws; (b) all purchases made on the Account, if approved, will be for business purposes and shall not include personal, family, or household use; (c) the individual signing the Application is an authorized representative of the business with authority to enter into contractual agreements; and (d) the Cardholder Information is complete and accurate. Imperial Oil ) will, from time to time, (i) use or disclose the Cardholder Information, and information obtained subsequently from any source with the Customer s consent (collectively the Information ) to obtain credit reports from credit reporting agencies and to contact credit references and other sources disclosed herein as part of its assessment of the Information; and (ii) may transfer the Information to a third party as part of a transfer of all or part of the Imperial Oil credit card business (collectively the Purposes ). Imperial Oil may provide some or all of the Information to third party service providers who process the Information only in furtherance of the Purposes or in accordance with applicable law. For any questions regarding the Information or Purposes, please call The Customer consents to Imperial s use of the Information for the Purposes or in accordance with applicable law. Customer also understands that credit on the Account, once approved, will be extended by Imperial, and that there will be no-binding contract between the Customer and Imperial until Imperial approves and accepts this Application. Applicant #1 and Applicant #2 acknowledge and agree that both of them are responsible (solidarily liable in Quebec) for all purchases on the Account made by either Applicant. X X Applicant #1 signature (principal owner or authorized officer) Applicant #2 signature Date Date / / / / Title-authorized officer must be one of the following: Owner Chairman/President Partner Vice President Treasurer/Financial # of cards requested Credit line required Financial statements available? Name or unit number required on card Card type? Yes No (attach list if necessary) No restrictions Fuel/fluids/wash only # of vehicles Type of fuel required Estimated monthly fuel purchased Litres $ List any existing Esso account by name and number for your company or its affiliates: For office use only: RPAT F.D. Rate RG6918E OHBA 08/03 IOBE95-7(R01-01) Return application to: Tim Jones Imperial Oil (ESSO) Fleet/Business Account Sales PO Box 1870 Uxbridge ON L9P 1N9 Fax tim.jones@sympatico.ca

32 Terms and Conditions for use with Esso Fleet Cards and the Esso Business Card Imperial Oil, a partnership of Imperial Oil Limited and McColl-Frontenac Petroleum Inc, (hereinafter called Imperial ) offering the Esso Business Card and the Esso Fleet Card programs (the Programs ) to Customers who own, lease or operate one or more motor vehicles for commercial or business purposes or in pursuit of a commercial vocation (the Purposes ). 1. Subject to the terms of this Agreement Imperial agrees to sell to the Customer Esso motor fuels, lubricating oils, car washes, and other automotive goods and services, all where and if available, (hereinafter called Products and Services ), through its network of Esso-branded retail outlets. 2. The Customer will provide Imperial with such information and in such form as Imperial may reasonably require in order to issue the appropriate credit cards, to report and bill as provided, and, upon approval, Imperial will issue a credit card (hereinafter referred to as the Card ) to the Customer for each vehicle or driver as required for the Purposes. 3. For the purposes of this Agreement, Imperial agrees to sell the Products and Services contemplated herein so long as the Customer s net amount due on the invoice does not exceed the credit limit assigned by Imperial to the Customer, which credit limit may be amended upwards or downwards from time to time by Imperial, without notice to Customer. Where the Customer exceeds the credit limit, Imperial has the right to terminate this Agreement if Imperial decides that a greater credit limit is not, in its sole judgement, warranted. 4. Each Card remains the property of Imperial. Each Card is valid until the expiry date named thereon or until the termination of this Agreement, whichever first occurs. Imperial is not responsible if a Card is not honoured for any reason. 5. The Customer will be liable for and hereby agrees to guarantee payment to Imperial of the purchase price of all purchases of Products and Services made by the use of each Card regardless of whether or not such purchases were made under the authority (expressed or implied or ostensible) of the Customer, until notice by telephone, facsimile, or letter, of the loss or theft of the Card is received by Imperial at the address shown on the monthly invoices to the Customer. 6. Imperial will issue a monthly invoice/statement identifying the amount of the total purchase of Products and Services made by the use of the Card and captured in Imperial s control system in the previous period, less the applicable discount, if any, and the Customer agrees to pay to Imperial the net amount stated due on the invoice within thirty (30) days of the date of the invoice. It is understood and agreed that if payment to Imperial of the net amount due as stated on the invoice is not made in accordance with the provisions of Clause 9 hereof, Imperial, in addition to any other rights contained herein, shall have the right to cancel the product discount provided for in Clause 7 hereof. 7. Subject to the provision of Clause 5 hereof, Imperial may give the Customer a fuel product discount of the total purchase price of Esso motor fuels (excluding U.S. purchases) purchased by means of the Card during the reporting period. 8. Imperial may at its option elect at any time to amend the quantum of the fuel product discount provided for in Clause 7 of this Agreement, without notice to the Customer. 9. Payment is due on receipt of the monthly invoice. A charge of eighteen percent (18%) per annum compounded monthly (being 19.6% annually or % daily) or such other charge as Imperial may from time to time advise, will be applied to any balance unpaid thirty (30) days after the date of the invoice. 10. The Cards issued to the Customer will be subject to the terms and conditions of this Agreement. 11. This Agreement will remain in force for an initial term of one (1) year from the date hereof, and thereafter from year to year unless terminated on thirty (30) days written notice prior to the expiration of the then current term. Imperial may, at any time, change the terms and conditions of this Agreement after providing 30 days' prior written notice of the change to the Customer. If the Customer does not accept the change, the Customer may terminate this Agreement within 30 days of receiving Imperial's change notice. 12. (a) Imperial shall not be deemed to be in default of, nor shall it be liable for the non-performance of any covenant, agreement or obligation in this Agreement if such non-performance is caused by or attributable to fire, storm, flood, war, hostilities, sabotage, blockade, explosion, accident, strike, lockout, work stoppage or slowdown, labour disturbance, riot, rebellion, insurrection, act of God or the Queen s enemies, act of any governmental authority, expropriation of or breakdown of or injury to any facilities used in or for the production, transportation, manufacture, storage, handling or delivery of the product of the crude oil or other materials from which the product is manufactured or derived (the crude oil ), any occurrence (whether similar or dissimilar to any of the foregoing) which is beyond the reasonable control of the party affected, failure of Imperial s usual supplier or suppliers to supply the product of the crude oil, shortage of the product or the crude oil for any reason, or compliance with any law, rule, regulation, order, request or recommendation of any government authority, domestic or foreign, or person purporting to act thereof: (b) For any reason referred to in Subclause (a) of this clause, or for any other reason whatsoever, Imperial s supplies of crude oil, or its then existing source of supply, are curtailed or cut off, or are inadequate to meet Imperial s obligations to all it s customers and it s own needs and those of its subsidiary companies, or whenever Imperial has reasonable cause to believe that such event may occur, Imperial may terminate the Program contemplated in this Agreement upon thirty (30) days notice to the Customer. 13. If either party fails to perform any term or condition of this Agreement, the other party may terminate this Agreement. 14. The Customer agrees and acknowledges that any services performed by any Esso branded retail outlet operator are performed by such operator as an independent contractor, and not as the agent, servant or employee of Imperial. 15. On the termination of this Agreement, or the cancellation of any Card issued hereunder during the term of this Agreement, the Customer agrees: (a) Imperial is not obligated to extend credit on any Card. (b) The Customer is obliged to return to Imperial, or to destroy, all the Cards used or held by the Customer for the Purposes. (c) In the event of the cancellation of a Card issued hereunder, the Customer shall remain liable for any purchases made by the use of that particular Card before or after the cancellation thereof; and (d) Notwithstanding the termination of this Agreement, in all other respects, the Customer shall be liable for any purchases made by the use of the Card before or after the termination of this Agreement. 16. All written notices to be given hereunder shall be given by mailing them postage prepaid to the address of the respective parties, or such other address as the parties may from time to time advise. All payments required to be made hereunder shall be made to the address indicated on the Customer s monthly invoice. 17. This Agreement cancels and supercedes all other previous Imperial Cardholder agreements between the parties hereto. 18. This Agreement shall be interpreted and the rights of the parties shall be determined in accordance with the laws of the Province of the residence of the customer. 19. Severability Any provision of this Agreement which is prohibited or unenforceable in any jurisdiction shall, as to that jurisdiction, be ineffective to the extent that such prohibition or unenforceability and shall be severed form the balance of this Agreement, all without affecting the remaining provisions of this Agreement or affecting the validity of such provision in any other jurisdiction. 20. No Waiver No waiver of any covenant, agreement or obligation in this Agreement shall be construed as a waiver of any succeeding breach thereof or of any other covenant, agreement or obligation in this Agreement, and no delay or omission on the part of any party to exercise any right acquired through the default or any other shall be construed as a waiver of or shall impair such right. 21. Transferability Imperial shall have the right to sell, assign, transfer, or otherwise dispose of or deal with any or all of its rights and obligations under this Agreement to any of its partners or affiliates (as such term is defined by the Canada Business Corporations Act) as it may in its sole discretion deem appropriate. If any such transfer occurs, Imperial shall be released from any liability under this Agreement for the obligations being transferred, except to the extent that such obligations relate to periods prior to such transfer. The Customer may not assign or transfer, whether absolutely, by way of security or otherwise, all or any part of its respective rights or obligations under this Agreement without the prior written consent of Imperial (Imperial acting reasonably in its own commercial interests). For the purposes of this Section, a change of control of the Customer shall be deemed to be a transfer of the Customer s interests in this Agreement. 22. Amendment; Successors and Permitted Assigns Except as explicitly provided in this Agreement, this Agreement may not be supplemented, modified or amended unless executed in writing by all the parties hereto. This Agreement shall enure to the benefit of and be binding upon the parties hereto and, as applicable, their respective heirs, legal representatives, successors and permitted assigns. 23. For the purpose of this Agreement, the use of a Card by the Customer is conclusive proof of the Customer s acceptance of the terms and conditions contained herein. *Trademark of Imperial Oil Limited. Imperial Oil licensee. Esso, Method 8, BRC IOB95-7 T&Cs (01-01) F /09