financial statement submission guide

Financial Statement

Submission Guide

Updated April 2019

Proprietary and Confidential

NCM® Associates Financial Statement Submission Guide 2

Table of Contents

Methods of Submitting Your Financial Information ..................................................................................... 3

Manufacturer Electronic Data Transmission ............................................................................................ 3

Uploading Financial Statements ............................................................................................................... 3

Supplemental Data ................................................................................................................................... 3

Website Reporting Forms ......................................................................................................................... 3

Uploading for Multiple Services ............................................................................................................... 3

Manufacturer Electronic Data Transmissions ............................................................................................... 4

GM Dealer Business Intelligence – Third Party Data Access .................................................................... 4

General Motors of Canada Limited – Third Party Data Access................................................................. 4

Chrysler ..................................................................................................................................................... 5

Infiniti and Nissan ..................................................................................................................................... 5

Hyundai, Subaru, Kia, Audi, Canadian BMW ............................................................................................ 5

CDK GLOBAL Drive Upload Guide ................................................................................................................. 6

These instructions are compatible for clients with a system of Drive 1.0 or newer. ................................... 6

CDK GLOBAL Websuite Upload Guide .......................................................................................................... 9

CDK GLOBAL Reflections Upload Guide ..................................................................................................... 11

Reynolds and Reynolds Upload Guide (Blue Screen) ................................................................................. 14

Reynolds and Reynolds Upload Guide (Ignite)........................................................................................... 15

ARKONA/DealerTrack Upload Guide ......................................................................................................... 18

UCS Upload Guide ...................................................................................................................................... 19

Ford Auto Soft Upload Guide ..................................................................................................................... 20

Auto/Mate Upload Guide .......................................................................................................................... 21

DealerBuilt/Lightyear Upload Guide .......................................................................................................... 24

PBS/Quorum/Serti Upload Guide .............................................................................................................. 27

Uploading Other DMS Financial Statement Files ....................................................................................... 28

Submitting Your Financial Statement Supplement .................................................................................... 29

Submitting Your Website Reporting Form ................................................................................................. 30

Hyundai Financial Statement Authorization .............................................................................................. 31

Subaru Financial Statement Authorization ................................................................................................ 32

Infiniti Financial Statement Authorization ................................................................................................. 33

Audi Financial Statement Authorization .................................................................................................... 34

Nissan Financial Statement Authorization ................................................................................................. 35

Kia Financial Statement Authorization ...................................................................................................... 36

Canadian Audi Financial Statement Authorization .................................................................................... 37

Canadian BMW Financial Statement Authorization .................................................................................. 38

Methods of Submitting Your Financial Information


Methods of Submitting Your Financial Information

The use of electronic data transmission is a secure, efficient and reliable data transfer service that not only saves time and resources when creating your composite, it also creates a more accurate and precise product for you and your management team. Therefore, if you have the capability to upload your financial statements in .TXT file format via your group web page, we encourage you to do so for these reasons and to avoid statement processing fees associated with manual data entry of files received in other formats, including PDF and Excel. If you have questions, please contact your group coordinator.

It is important to make note of your Composite Run Date so you are prepared to send us your statement by 12:00 p.m. Central Time on the day prior to your composite run date.

Manufacturer Electronic Data Transmission NCM has obtained permission from certain manufacturers to receive dealership operating statement data directly from them. This will benefit your dealership in receiving faster, more accurate services and will eliminate the need for you to send your financial statement to our office each month. If your franchise is included below and you wish to utilize this service at no additional cost, refer to the Manufacturer Electronic Data Transmissions section for complete details.

• America: Audi, Chrysler, GM, Hyundai, Infiniti, Kia, Nissan or Subaru

• Canada: Audi, BMW (R&R only), GM or Chrysler Uploading Financial Statements If you are unable to send us your financial statement through a Manufacturer Data Transmission, then you can upload your financial statement directly to NCM. Look for details in the applicable sections of this Guide. Supplemental Data In order to make your composite more useful, we include some data that is not included in your financial statement. The financial statement supplement, which will furnish us this information, is available online and we ask that you submit them each month. Refer to the section Submitting Your Financial Statement Supplement, for complete details. Website Reporting Forms

Website Reporting Forms are utilized to capture the necessary information to generate composites for industry specific groups who do not submit financial statements to NCM. The Website Reporting Form is located online. Refer to the section Submitting Your Website Reporting Form, for complete details.

Uploading for Multiple Services If you are using the same financial statement for multiple services, you need only upload your financial statement once.

Manufacturer Electronic Data Transmissions



GM Dealer Business Intelligence – Third Party Data Access You may authorize NCM Associates as a third-party vendor with access to your financial statement by following the steps below. (This includes the operating report as well as dashboard and trend assessment statistics.) Please be sure to send your BAC Code to your group coordinator once NCM Associates has been authorized. To ensure the following options are available, please make sure the user is operating with the assigned roles of: Dealer and Business/Accounting Manager or Comptroller.

1) From the Business Administration workbench, select the link for Dealer Business Intelligence (DBI)/FACTS, located under the Financial Operating Reports heading.

2) Select the Administration tab in the menu on the left side of the screen.

3) There is a link for Maintain Vendor Authorizations, select this and authorize NCM Associates, Inc. and SAVE.

General Motors of Canada Limited – Third Party Data Access

1) Click on the Administration tab in the menu on the left side of the screen.

2) Select Maintain Vendor Authorization.



3) Click on the Grant Access Column for the vendor that you want to authorize to see your data.

Chrysler You can authorize Chrysler to send us your financial statement in an overnight transmission through your DealerCONNECT system by clicking on the My Dealership > Network > Financial Statement > Financial Statement Entry > Dealer Consulting > select forms (NCM or NADA) > Resend (hover over and you can select to send the last 12 months) If you would like more comprehensive instructions, please contact your moderator/coordinator. Please note that these transmissions only occur nightly; therefore, you must transmit your statement to Chrysler by 5 p.m. EST the day prior to your composite run date. Please be sure to send your Dealer Code to your group coordinator once you have authorized NCM Associates in your system. Infiniti and Nissan You can authorize Infiniti Division of Nissan North America, Inc., and Nissan North America, Inc. to send us your financial statement in an overnight transmission by completing the Release Authorization form attached to the Guide. Please note that these transmissions only occur once per evening; therefore, you must transmit your statement at least a day prior to your composite run date. Audi, Canadian Audi, Canadian BMW, Hyundai, Kia, Subaru

Because these manufacturers use NCM Associates as their data aggregator to create national dealer benchmarks, we will obtain your statement each month from the manufacturer data-push process to create your composite reports and other program-related Benchmark® tools. Please complete the Authorization Form attached to the Guide to acknowledge this process. Please note that these transmissions only occur once per evening; therefore, you must transmit your statement at least a day prior to your composite run date. However, you may choose to submit a different financial statement; in this event, please submit your financial statement using your preferred method as outlined in this Guide (see “Methods of Submitting Your Financial Information”). If you have questions, please contact your group coordinator.

CDK GLOBAL Drive Upload Guide



These instructions are compatible for clients with a system of Drive 1.0 or newer.

When you first open the Report & Analyze Financial Statements webpage after the new option is installed, you will see this alert box. All users will see this alert box only once – the first time they visit this page, but not on subsequent visits.

The new option is Create Data-Only Text File.



If you hover with your mouse over the check box, you will see this help text. When you click OK after checking the box next to Create Data-Only Text File, the following dialog box will display. If you click Cancel, the box will close and no file creation will occur. If you click OK, the file transfer to PC window will display and the file will be created on your PC’s C: drive.

The file transfer to PC window with progress bar appears for the new download just as it does for the Transmit Manufacturer Statement option that you run every month.



The text file created using this new Drive webpage option will look almost identical to the text file created using the old greenscreen method of running FST, printing the statement to the screen in 132-character mode, and then cutting and pasting it into Notepad. Old method New method END OF PROMPTS VS. P.1

PRESS ENTER TO CONTINUE VS. P.n

Step 2 – Upload the financial statement .TXT file to NCM

A. Log on to your NCM Member Website. B. From the left navigation, click Submit Statement. C. Select Upload Statement from the submenu. D. Choose CDK GLOBAL from the drop-down menu and click Next. E. Continue to follow the remaining prompts.

CDK GLOBAL Websuite Upload Guide



Step 1 – Adjusting your settings

A. Right-click the DMS screen and choose Display Options.

1) Auto Size Font should not be checked

2) Size should be at 10

B. Confirm the following default settings (adjust if needed).

1) Auto Size Session Window should not be checked

2) Row Spacing should be 0

3) Column Spacing should be 0

C. Click the Scrollback tab, the following may be “grayed” out.

1) Enable Scrollback Buffer box is checked

2) Enable Smooth Scrolling box is checked

3) Click SAVE/APPLY/OK

Step 2 – Creating your .Txt file

A. You should now be on the main screen.

Computer Prompt You will Key

Account Name Example: LR-A (enter)

Function Code FSP (enter)

Option 2 (enter)

Enter Statement Name and Number Example: [FORD] 1 (enter)

Laser Printing is Enabled. Do you want to change this?

Y (enter)

Laser Printing Disabled... Enter Statement Name and number

(Enter) don’t retype anything just enter through it.

Function Code FST

Run Options No (enter) No (enter)

Statement Date Example: 31OCT12

Enter Statement Name and Number Example: [FORD] 1

Enter Option 3 (enter)

Do you need forms handling instructions? N (enter)

Page Number or All ALL (enter)

Number of copies 1 (enter)



Line Printer N (enter)

STOP!

B. Right-click your screen and Toggle 80/132 columns (click only one time); your columns should now be set to 132. (If you are uploading multiple statements at one time, your toggle will not need to be clicked for every .TXT file).

C. Enter through your statement, each time you see PRESS ENTER TO CONTINUE, it represents one

page of the statement.

D. When you get to the last page, it will read:

1) PRESS ENTER TO CONTINUE

2) PAGE NUMBER OR ALL……?

STOP!

E. You will now highlight your statement using the mouse; the first line starts on the top of page 1

at END OF PROMPTS, KEY RETURN WHEN READY………? And the last line of the last page, is

PAGE NUMBER OR ALL…….?

F. Right-click and copy the highlighted area.

G. Click on: The Start Menu, All Programs, Accessories, Notepad to paste the statement.

H. Save the .TXT file to your desktop. Step 3 – Upload the financial statement .TXT file to NCM


Step 4 – Turning Your Printer Back On

A. Return to your DMS and type: FSP, 2, file name and number, and turn your printer back on.

CDK GLOBAL Reflections Upload Guide



If you are a CDK GLOBAL user, you can upload your financial statement once you have saved it as a .TXT file on your local PC.

Step 1 – Create the financial statement .TXT file

A. Set your Reflections screen width to 132 characters (so the lines do not wrap on the screen).

1) On the File Menu, click Print Setup 2) In the Print Setup dialog box, select Page Options 3) Under Column Dimensions, change the columns per row to 132

B. Run function FSP to turn printer output off.

1) Function Code: FSP 2) Enter Option: 2 - Turn Laser Forms On or Off 3) Enter Statement Name and Number: Enter the name of your financial statement, i.e.

[LEX] 36 4) Press Enter to return to Function Screen

C. Print the financial statement.

1) Function Code: FST



2) Disable the Break Key: NO Log off after running the program: NO

3) Enter the Statement-Ending Date (DDMMMYYY): Enter the last day of the financial statement month, i.e. 28FEB11 Enter Statement Name and Number: Enter the name of your financial statement, i.e. [LEX] 36 Enter Option? 3- Print

Note: If you are submitting previous month’s data or have already started a new financial statement, then you will need to choose 2-Calculate and then run FSP again to print the statement. This ensures the correct data is printed.

Do you Need New Forms Handling Instructions (Y/N)?: N Page Number or All?: ALL Number of Copies?: 1 Line Printer (Y/N)?: N

4) End of Prompts, Key Return When Ready? Before pressing Enter, turn ON Reflection logging to capture the output to a .TXT file

5) Press Enter as necessary to continue through the financial statement



6) When the financial statement has finished scrolling on the screen, turn OFF Reflection logging

D. Run function FSP to turn printer output ON.

1) Function Code: FSP 2) Enter Option: 2 - Turn Laser Forms On or Off

3) Enter Statement Name and Number: Enter the name of your financial statement, i.e.

[LEX] 36 4) Press Enter to return to Function Screen

E. Set the Reflections screen width back to the standard 80 characters.

1) On the File Menu, click Print Setup 2) In the Print Setup dialog box, select Page Options 3) Under Column Dimensions, change the columns per row to 80



Reynolds and Reynolds Upload Guide (Blue Screen)


Reynolds and Reynolds Upload Guide (Blue Screen)

If you are a Reynolds and Reynolds user, you can upload your financial statement once you have saved it as a .TXT file on your local PC. Step 1 – Create the financial statement .TXT file

1. Go to the C: Drive on your PC a. Check to see if you have a folder called OSFS

i. If you do not have a OSFS folder, you will need to create one ii. If you already have a OSFS folder, go to Step 2

2. Log in to your R&R system with your User ID and Password 3. Go in to 0998 accounting control setup 4. Go to line 37 (access FS 0706 and 0708 options)

a. From the subscreen, choose Option 2 to create the data transfer file and click YES 5. You will be directed to another subscreen; enter your (transfer) User ID and Password; select

Save 6. Exit and go in to 0708 and select T for Transfer; the .TXT file will automatically transfer to the C:

Drive in the OSFS folder


A. Log on to your NCM Member Website. B. From the left navigation, click Submit Statement. C. Select Upload Statement from the submenu. D. Choose Reynolds and Reynolds from the drop-down menu and click Next. E. Continue to follow the remaining prompts.

Reynolds and Reynolds Upload Guide (Ignite)



Step 1 – Create the financial statement .TXT file

1. Go to the C: Drive on your PC

a. Check to see if you have a folder called OSFS

i. If you do not have an OSFS folder, you will need to create one

ii. If you already have an OSFS, go to Step 2

2. Log in to your R&R system with your User ID and Password

3. Go in to 0998 accounting controls setup

a. Set line #37 to ‘Y’

i. Access financial statement 0706/0708 options

ii. Enter ‘Y’ to get to the subscreen

4. If line #37 is already set to ‘Y’ go to that line again and type in ‘Y’ to get to the subscreen.

a. On line #2 answer ‘Y’ again and it will take you into another subscreen.

5. Enter in your R&R user ID

6. ‘E’ to enter

7. ‘E’ to enter

8. ‘E’ to enter and now you are out of 0998

Step 2 – How to run the transfer of data from R&R

1. Run the financial statement but change the Posting Section from Post Financial Statement to

Post Financial Statement Transfer then F12 to post.



a. Print the report for errors.

2. After the statement is posted go to:

a. Reports

i. Financial Statements

1. Financial Statements 0708

b. The Financial Statements box will pop open

3. Use the Spy Glass (lookup) to locate the financial statement you want to transmit.

a. Check the Transfer Financial Statement Text File To PC

i. The Print Button will change to Transfer (F12)

4. When the File Transfer is complete, a new window will tell you the name of the file and where it

is located.




A. Log on to your NCM Member Website. B. From the left navigation, click Submit Statement. C. Select Upload Statement from the submenu. D. Choose Reynolds and Reynolds from the drop-down menu and click Next. E. Continue to follow the remaining prompts.

Arkona/DealerTrack Upload Guide


ARKONA/DealerTrack Upload Guide

Note: NCM® does not have access to upload ARKONA/DealerTrack GM statements. Please see the GM Data Transmission section for instructions. If you are an ARKONA/DealerTrack user, you can upload your financial statement once you have saved it as a .TXT file on your local PC. You will find an option on your ARKONA/DealerTrack Factory Financial Statements screen which allows you to send your financial statement to a .TXT file on your local PC. The file format is compatible with NCM Associates and can be transmitted directly to us for analysis or used for your own purposes. Step 1 – Create the financial statement .TXT file

A. To use this feature, an FTP server must be installed on your local PC. For assistance with this, please contact ARKONA/DealerTrack Customer Support.

B. Once the FTP server is ready, an authorized user can take the following steps. 1) Take option 35 = Report to Outside Parties from the General Ledger menu and take

option 1 = Select by Factory Financial 2) Key in the month/year you want to run the financial for and press Enter 3) Take option 21 = Download Text by page 1 and wait for the confirmation message

Note: It is not necessary to download additional pages

C. Once the program finishes, all pages will appear in the text file on your local PC or the text file will be available on the destination FTP site.


A. Log on to your NCM Member Website. B. From the left navigation, click Submit Statement. C. Select Upload Statement from the submenu. D. Choose Arkona/DealerTrack from the drop-down menu and click Next. E. Continue to follow the remaining prompts.

UCS Upload Guide


UCS Upload Guide

If you are an UCS user, you can upload your financial statement once you have saved it as a .TXT file on your local PC. Step 1 – Create the financial statement .TXT file

PC-ATTACH INSTRUCTIONS:

A. With your UCS system, go to 314-08.

B. Run the financial statement with no printer attached.

C. Go to File Transfer for Windows.

D. Look for Job ID: FS (or do a search for Job ID: FS).

E. Click on that job number and then click on Download. (Note the file name)

F. Open your email program and browse to the UCS download directory (C:\UCC\DOWNLOAD) and

choose the files that were downloaded. (Depending on your franchise, you might have one

download file or a download file for each financial statement page.) It will be a text file shown as

CCCCCC_FS_####.txt; where CCCCCC is your UCS Client Number and #### is the Job #.

POWER WORKSTATION INSTRUCTIONS:

A. With your UCS system, open the Management Accounting (MAC) application.

B. Click on Print > Standard Reports > Universal Financial Report (FS).

C. Run the financial statement with no printer attached.

D. Open the Enterprise Report Management (ERM) application.

E. Look for Job ID: FS (or do a search for Job ID: FS).

F. Right-Click on that job number and then select Save: Local PC.

G. Open your email program and browse to the UCS download directory (C:\UCS\DOWNLOAD) and

choose the files that were downloaded. (Depending on your franchise, you might have one

download file or a download file for each financial statement page.) It will be a text file shown as

CCCCCC_FS_####.txt; where CCCCCC is your UCS Client Number and #### is the Job #.


A. Log on to your NCM Member Website. B. From the left navigation, click Submit Statement. C. Select Upload Statement from the submenu. D. Choose UCS from the drop-down menu and click Next. E. Continue to follow the remaining prompts.

Ford Auto Soft Upload Guide


Ford Auto Soft Upload Guide

Step 1 – Create the financial statement .TXT file NCM is able to automatically upload the FORD.RDY file that is created whenever you transmit a financial statement to Ford. You can locate this file in the /AD directory of your server. Step 2 – Upload the financial statement .TXT file to NCM

A. Log on to your NCM Member Website. B. From the left navigation, click Submit Statement. C. Select Upload Statement from the submenu. D. Choose Ford Auto Soft from the drop-down menu and click Next. E. Continue to follow the remaining prompts.

Auto/Mate Upload Guide



Note: Before uploading your financial statement please contact Auto/Mate directly (before using the instructions) in order to install the program that is needed. Once you have the program, you can follow the instructions below. Step 1 – Access the Accounting Module

A. From Accounting Module select program 8, System information file. B. From System Information file, choose option 1, Company Information. C. Edit setting for Participate in NCM20 Data Send to Y.

Step 2 – PC set up: Create a folder on your PC’s C: drive called NCM20 (case specific). Step 3 – Processing: When your dealership has completed its month end processing and is ready to transmit to NCM20:

A. Access Accounting program 26 then Print Financial Statement.



B. Select Franchise. You will see this screen:

C. Choose option 1: Enter/Edit Supplemental Data. D. Choose option 2: Print Financial Statement.

Note: This must be done prior to closing accounting month you are trying to process. REPEAT FOR EACH FRANCHISE. Step 4 – NCM20 Upload:

A. Perform Option 3: Send Financial Statement Data to NCM20 Group. A file will be created and transferred to the NCM20 folder (sample message shown):




A. Log on to your NCM Member Website. B. From the left navigation, click Submit Statement. C. Select Upload Statement from the submenu. D. Choose AutoMate from the drop-down menu and click Next. E. Continue to follow the remaining prompts.

DealerBuilt/Lightyear Upload Guide



Step 1 – From the Lightyear Financial Statement and DOC screen, select the appropriate factory and

time period. Then, click Send to Spreadsheet.

Step 2 – The spreadsheet will open in Excel. Double-click on the Generate NCM File button on the top

right corner of the spreadsheet.

Step 3 – A loading bar will display while the file is being generated.



Step 4 – Name and save the file to your desktop. You can save the file to any location you choose, as

long as you will be able to access it when it is time to upload the file to NCM.

VIEWING THE DATA FILE:

Step 1 – Should you choose to view the data file, you will need to do so with Notepad or WordPad. Do

not open the file with Excel, OpenOffice or any other spreadsheet application.

Step 2 – To do so, right-click on the file and choose Open With.

Step 3 – Select either Notepad or WordPad.



Step 4 – Do not save the file after viewing. If you need to make changes, do so from within Lightyear,

and follow the previous steps for generating the data file.


A. Log on to your NCM Member Website. B. From the left navigation, click Submit Statement. C. Select Upload Statement from the submenu. D. Choose DealerBuilt from the drop-down menu and click Next. E. Continue to follow the remaining prompts.

PBS/Serti/Quorum Upload Guide


PBS/Quorum/Serti Upload Guide

Step 1 – Create the financial statement Excel file If you are a PBS, Quorum or Serti user, the financial statement can be uploaded once it has been saved as an Excel file on your local PC. Step 2 – Upload the financial statement Excel file to NCM

A. Log on to your NCM Member Website. B. From the left navigation, click Submit Statement. C. Select Upload Statement from the submenu. D. Choose PBS/Quorum/Serti from the drop-down menu and click Next. E. Continue to follow the remaining prompts.

Uploading Other DMS Financial Statement Files


Uploading Other DMS Financial Statement Files

If you are on any system other than CDK GLOBAL, Arkona/DealerTrack, Auto/Mate, DealerBuilt, Ford Auto

Soft, Karmak, Reynolds and Reynolds or UCS, you can securely upload any electronic version, i.e. PDF, XLS,

TIF, etc., of your financial statement using the following instructions:

A. Log on to your NCM Member Website. B. From the left navigation, click Submit Statement. C. Select Upload Statement from the submenu. D. Choose Other from the drop-down menu and click Next. E. Continue to follow the remaining prompts.

Submitting Your Financial Statement Supplement


Submitting Your Supplemental Form(s)

In order to make your composite more useful, we include some data that is not included in your financial statement, such as labor rates, CSI rating and finance and insurance data. The Supplement(s), which will furnish us this information, is located online and we ask that you submit them each month.

Following are instructions for accessing these Supplements:

1. Log on to your NCM Member Website.

2. From the left navigation, click Supplemental Form.

3. Select the appropriate Supplement Form.

4. Select the month and year for which you are reporting and click on the Supplement button to continue.

5. Fill out all appropriate spaces, including name and e-mail address of the preparer. You will

notice we have included calculation buttons. This should save you time.

6. When the form is complete, choose Submit to NCM at the top or bottom of the page. This will send your information to NCM for uploading into our database. (You also have the choice to SAVE for later submission.)

7. You will see a message box confirming you have verified your information prior to submitting. Click OK. If you need to revise the form, click Cancel.

8. The next page confirms your successful transmission. Click the Continue button to return to the

Forms page.

9. Using the left navigation, select Submission Status to verify we have received your supplement. Your supplement is now archived. If revisions are required, return to the Financial Statement Supplement to update the previously saved information and Submit to NCM again.

Revised supplemental data will override previous submissions automatically.

Submitting Your Website Reporting Form


Submitting Your Reporting Form

Website Reporting Forms are utilized to capture the necessary information to generate composites for industry specific groups who do not submit financial statements to NCM. The Website Reporting Form is located online. Following are instructions for accessing these Reporting Forms:

1. Log on to your NCM Member Website.

2. From the left navigation, click Reporting Form.

3. Select the month for which you are reporting and click on Reporting Form to continue.

4. Fill out all appropriate spaces, including name and e-mail address of the preparer.

5. When the form is complete, choose Submit to NCM at the top or bottom of the page. This will send your information to NCM for uploading into our database. (You also have the choice to SAVE for later submission.)

6. You will see a message box confirming you have verified your information prior to submitting.

Click OK. If you need to revise the form, click Cancel.

7. The next page confirms your successful transmission. Click the Continue button to return to the Forms page.

8. Using the left navigation, select Submission Status to verify we have received your Web Form.

Your Web Form is now archived. If revisions are required, return to the Reporting Form to update the previously saved information and Submit to NCM again.

Revised web form data will override previous submissions automatically.

Hyundai Authorization Form


Hyundai Financial Statement Authorization

To: NCM Associates, Inc. From: ________________________________________________________ (Dealership Name and Hyundai Dealer Code) ________________________________________________________ (Dealership City, State and Zip Code) In order to produce program-related composites and reports, NCM Associates, Inc. requires data derived from the above Dealer’s financial statements, including Dealer’s balance sheet and income and expenses. Dealer understands that NCM will not release or display the Dealer’s data to any other party or for any other purposes. By way of this authorization, Dealer directs NCM to use data derived from financial statements submitted by Hyundai Motor America U.S.A (“Hyundai”). ________________________________________ (Dealership Name) ________________________________________ (Signature – Executive Mgr. or Dealer Principal) ________________________________________ (Print Name and Title) ________________________________________ (Date) Please return this form to NCM Associates by emailing it to [email protected] or fax it to 913.649.8492.

mailto:[email protected]

Subaru Authorization Form


Subaru Financial Statement Authorization

To: NCM Associates, Inc. From: ________________________________________________________ (Dealership Name and Subaru Dealer Code) ________________________________________________________ (Dealership City, State and Zip Code) In order to produce program-related composites and reports, NCM Associates, Inc. requires data derived from the above Dealer’s financial statements, including Dealer’s balance sheet and income and expenses. Dealer understands that NCM will not release or display the Dealer’s data to any other party or for any other purposes. By way of this authorization, Dealer directs NCM to use data derived from financial statements submitted by Subaru of America (“Subaru”). ________________________________________ (Dealership Name) ________________________________________ (Signature – Executive Mgr. or Dealer Principal) ________________________________________ (Print Name and Title) ________________________________________ (Date) Please return this form to NCM Associates by emailing it to [email protected] or fax it to 913.649.8492.


Infiniti Authorization Form


Infiniti Financial Statement Authorization

To: Infiniti Division of Nissan North America, Inc. From: ________________________________________________________ (Dealership Name and Number) ________________________________________________________ (Dealership City, State and Zip Code) The above dealer authorizes Infiniti Division of Nissan North America, Inc. (“Infiniti”) to provide directly to NCM Associates, Inc. (“NCM”) data derived from financial statements submitted by Dealer to Infiniti, including, without limitation, Dealer’s balance sheet and income and expenses. This authorization is pursuant to section 5K of the Standard Provisions of the Infiniti Dealer Sales and Service Agreement. Dealer understands that NCM has represented to Infiniti that such data will be used by NCM only for the production of their monthly program composites and will not be released by NCM to any other party or for any other use or purpose unless agreed to in writing by Infiniti and the Dealer or required by law. This authority shall continue until Infiniti receives written notice from Dealer revoking Infiniti’s authority to provide such information to NCM. ________________________________________ (Dealership Name) ________________________________________ (Signature – Executive Mgr. or Dealer Principal) ________________________________________ (Print Name and Title) ________________________________________ (Date) Please return this form to NCM Associates by emailing it to [email protected] or fax it to 913.649.8492.


Audi Authorization Form


Audi Financial Statement Authorization

To: NCM Associates, Inc. From: ________________________________________________________ (Dealership Name and Audi Dealer Code) ________________________________________________________ (Dealership City, State and Zip Code) In order to produce program-related composites and reports, NCM Associates, Inc. requires data derived from the above Dealer’s financial statements, including Dealer’s balance sheet and income and expenses. Dealer understands that NCM will not release or display the Dealer’s data to any other party or for any other purposes. By way of this authorization, Dealer directs NCM to use data derived from financial statements submitted by Audi of America (“Audi”). ________________________________________ (Dealership Name) ________________________________________ (Signature – Executive Mgr. or Dealer Principal) ________________________________________ (Print Name and Title) ________________________________________ (Date) Please return this form to NCM Associates by emailing it to [email protected] or fax it to 913.649.8492.


Nissan Release Authorization Form


Nissan Financial Statement Authorization

To: Nissan North America, Inc. From: ________________________________________________________ (Dealership Name and Nissan Dealer Code) ________________________________________________________ (Dealership City, State and Zip Code) The above dealer authorizes Nissan North America, Inc. (“Nissan”) to provide directly to NCM Associates, Inc. (“NCM”) data derived from financial statements submitted by Dealer to Nissan, including, without limitation, Dealer’s balance sheet and income and expenses. Dealer understands that NCM has represented to Nissan that such data will be used by NCM only for the production of their monthly program composites and will not be released by NCM to any other party or for any other use or purpose unless agreed to in writing by Nissan and the Dealer or required by law. This authority shall continue until Nissan receives written notice from Dealer revoking Nissan‘s authority to provide such information to NCM.

________________________________________ (Dealership Name)

________________________________________ (Signature – Executive Mgr. or Dealer Principal)

________________________________________ (Print Name and Title)

________________________________________ (Date)

Please return this form to NCM Associates by emailing it to [email protected] or fax it to 913.649.8492.


Kia Authorization Form


Kia Financial Statement Authorization

To: NCM Associates, Inc. From: ________________________________________________________ (Dealership Name and Kia Dealer Code) ________________________________________________________ (Dealership City, State and Zip Code) In order to produce program-related composites and reports, NCM Associates, Inc. requires data derived from the above Dealer’s financial statements, including Dealer’s balance sheet and income and expenses. Dealer understands that NCM will not release or display the Dealer’s data to any other party or for any other purposes. By way of this authorization, Dealer directs NCM to use data derived from financial statements submitted by Kia Motors America (“Kia”). ________________________________________ (Dealership Name) ________________________________________ (Signature – Executive Mgr. or Dealer Principal) ________________________________________ (Print Name and Title) ________________________________________ (Date) Please return this form to NCM Associates by emailing it to [email protected] or fax it to 913.649.8492.


CANADIAN AUDI AUTHORIZATION FORM


Canadian Audi Financial Statement Authorization

To: NCM Associates, Inc. From: ________________________________________________________ (Dealership Name and Canadian Audi Dealer Code) ________________________________________________________ (Dealership City, State and Zip Code) In order to produce program-related composites and reports, NCM Associates, Inc. requires data derived from the above Dealer’s financial statements, including Dealer’s balance sheet and income and expenses. Dealer understands that NCM will not release or display the Dealer’s data to any other party or for any other purposes. By way of this authorization, Dealer directs NCM to use data derived from financial statements submitted by Audi Canada (“Audi”). ________________________________________ (Dealership Name) ________________________________________ (Signature – Executive Mgr. or Dealer Principal) ________________________________________ (Print Name and Title) ________________________________________ (Date) Please return this form to NCM Associates by emailing it to [email protected] or fax it to 913.649.8492.


CANADIAN BMW AUTHORIZATION FORM


Canadian BMW Financial Statement Authorization

To: NCM Associates, Inc. From: ________________________________________________________ (Dealership Name and Canadian BMW Dealer Code) ________________________________________________________ (Dealership City, State and Zip Code) In order to produce program-related composites and reports, NCM Associates, Inc. requires data derived from the above Dealer’s financial statements, including Dealer’s balance sheet and income and expenses. Dealer understands that NCM will not release or display the Dealer’s data to any other party or for any other purposes. By way of this authorization, Dealer directs NCM to use data derived from financial statements submitted by Reynolds & Reynolds. ________________________________________ (Dealership Name) ________________________________________ (Signature – Executive Mgr. or Dealer Principal) ________________________________________ (Print Name and Title) ________________________________________ (Date) Please return this form to NCM Associates by emailing it to [email protected] or fax it to 913.649.8492.


financial statement submission guide

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