Telus TPM Documentation

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Growth Rebates

Growth Program Contract Configuration and Management

Growth program contracts provide tiered incentive structures designed to encourage increased purchase volumes through progressive rebate levels. These contracts establish performance-based reward systems where contractees achieve enhanced rebate rates by meeting specified volume thresholds across designated product portfolios.

Technical Configuration Requirements

Template Prerequisites

• Contract Type: Must be configured as “Growth” classification
• Rebate Method: Must be designated as “Growth” methodology
• Purpose: Ensures proper system functionality and calculation protocols for tiered incentive structures

Contract Setup Parameters

Contract Type Selection:

• Growth Autopay: Automated processing utilizing sales data analytics
• Growth Standard: Manual processing based on existing claim documentation
• Availability: Selection options are determined by template configuration parameters

Payment Calendar Integration:

• Function: Establishes claim generation timing protocols
• Application: Claims are automatically created post-contract expiration based on selected payment calendar schedule
• Automation: Ensures systematic processing of growth-based incentive payments

Processing Methodologies

Growth Autopay Configuration

• Data Source: Utilizes comprehensive sales data analytics
• Growth Assessment: Automated volume analysis and tier qualification determination
• Claim Generation: System-automated claim creation based on performance metrics
• Efficiency: Streamlined processing with minimal manual intervention

Growth Standard Configuration

• Data Source: Leverages existing claim transaction history
• Growth Assessment: Manual evaluation of volume performance against tier thresholds
• Claim Processing: Manual claim entry and validation procedures
• Control: Enhanced oversight and customization capabilities

Enter in the Contract Header information.

IMPORTANT: Prior to entering any Product information, enter the data on the GROWTH tab.

Each of the options on this tab are required on a growth contract and the values entered here affect the pricing entered on the product growth. These fields all work together to determine the growth threshold. Hover over the fields for information.

• Growth Company Aggregation: Determines how the Contractee is used for growth.
  • Company: Each contractee company is compared individually for the specified growth data. Each company that is part of a contractee group will be compared to the growth settings individually to determine if that company meets the threshold for growth. One company may meet the growth requirement but other companies may not.
  • Contract: All contractee companies eligible on the contract are compared for the specified growth data. In this instance, all the data is summed for all the contractee companies and compared to the growth setting as a whole to determine if all the companies meet the growth requirement. If the number meets the growth threshold, then all of the companies will meet the threshold and be eligible for the growth incentive.
• Growth Product Aggregation: Determines how the Products or Contract Lines are used for growth.
  • Product: Individual products will be used to determine the growth.
  • Line: If the line is a product grouping, this will sum all of the growth to the product grouping level to determine eligibility. If the line is a product, the individual product is used to determine growth.
  • Contract: This option sums up all the products on the contract and uses that data as the determination for the growth threshold and eligibility.
• Growth Unit: Determines how growth will be measured.
  • Dollars: Uses dollars to determine the growth threshold. For sales this will be the extended price and for claims this will be the requested totals.
  • Volume: Uses volume to determine the growth threshold. For sales this is the sales quantity and for claims this is the requested quantity.
• Growth Type: Determines how growth measures will be defined.
  • Amount: Dollar amount will compare dollars from this period to the defined period. Volume amount compares the volume between the two periods.
  • Percent: Growth is determined by a percent of the defined period comparing either dollars or volume.
• Pay only Growth: If Pay Only Growth is True, the allowed quantities are calculated based on the difference between current and prior periods. The ratio to determine the allowed quantity is based on how growth is calculated (contract, product, line, etc.). If Pay Only Growth is False, the allowed quantities are equal to the current period.
• Comparison Date Range: Dates used for Comparison. This is the date range used to compare the current contracts timeframe to based on all the other growth settings. Note that the dates entered can not overlap the current contract timeframe.

After the selections are made on the Growth tab, navigate to the Products tab to enter growth pricing. First, add products and/or product groupings to the grid. Then define the growth value type and growth type. The selections in the product grid determine how the growth will be paid.

Numeric: This will pay a dollar amount based on the rebate growth type.

Percent: A percentage will be paid based on the growth. The options that display here are determined by what is defined on the contract.

Click the Growth button and the Growth popup will display.

Click Add to add a growth tier - one to many growth tiers can be added. The first column is labeled “Starting __” and the text and type of value entered are determined by the growth unit and growth type as defined on the Growth tab.

In this example, the growth tab was defined with growth unit of volume and growth type of percent. In the above example, if the volume increases by 2.0000% compared to the growth comparison timeframe, based on the other settings on the growth tab, then this will pay $1.25. If it increases by 4.0000% then this will pay $1.75.

NOTE: To pay any Growth related to the comparison timeframe, enter in a value of 0.01. Example, in the below example, if the comparison period had 1000 cases and greater than 1000.01 cases were sold/claimed, then the growth amount of $2.00 would be paid.

In the below example, the sale/claim data would need to grow greater than 1000 cases compared to the comparison timeframe defined on the growth tab and then the growth amount of $1.50 will be paid. If the prior period volume was 10,000, then in order to pay growth a the sale/claim volume needs to be greater than 11,000.

Once growth is defined, the growth button displays as green. Growth pricing is required on all contract product lines in order to save the contract.

Growth can also be entered by using the Mass Update feature. Select the rows and click the Mass Update button. The selections made here will be applied to all selected lines.

Enter the data then click Apply.

After all data is entered, click Save and Submit the contract for Approval.