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Vendor
                                                Webinar




November 7, 2012   www.pcpower-rebates-il.com
Introductions and
                                                Overview
• Introduction to Program Team
• Guidelines
     – Respond to polls when
       presenter initiates.
     – Ask any questions about
       particular material being
       presented through “Questions/
       Chat” option. We will address
       questions at the end of each
       segment.
     – Notify us of any A/V problems
       through “Questions/Chat”
       option.
November 7, 2012     www.pcpower-rebates-il.com
Agenda
 1:00 – 1:10       Opening Remarks
                      Introductions to program team and Resource Solutions
                      Group
                      Webinar guidelines
 1:10 – 1:45       Program Overview
                      Program summary
                      RSG’s role
                      Value to software vendors
                      Instant discount
                      Qualifying software
                      Customer eligibility

 1:45 – 1:55       Rebate Application Process
                      Sample program participation agreement
                      Sample rebate application
                      Sample validation information
 1:55              Closing Remarks, Q&A

November 7, 2012                 www.pcpower-rebates-il.com
About the Program

What Is It?
  • $8 per seat rebate for networked PC power
    management software
  • Standalone or bundled solutions
Who Is Eligible?
  • Commercial account holders or commercial
    tenants in the ComEd electric delivery territory in
    Illinois
  • Private sector customers only
  • Not eligible: public taxpayer-funded entities
November 7, 2012      www.pcpower-rebates-il.com
Purpose of the
                                                  Program

                                                    Solution and
                                                    relationship
                       Software helps               opens door to
                       commercial                   other energy
   Rebate lowers       customers                    efficiency
   barrier to buying   reduce energy                projects
   and using           use and save
   power               on monthly
   management          utility bills
   solutions


November 7, 2012       www.pcpower-rebates-il.com
Our Roles
        Reaching and
                                          Verifying Eligibility and
        Educating the
                                           Processing Rebates
           Customer
•   Outreach and                         • Program
    referrals to software                  Participation Form
    vendors                                before purchase
•   Marketing materials                  • Application checklist
    for sales calls                        and assistance
•   Web resources for                    • Verifying savings and
    customer education                     tracking success
•   Answer energy                        • Continuous customer
    efficiency questions                   engagement
November 7, 2012       www.pcpower-rebates-il.com
Value to Software
                                                Vendors
                   Makes product a greater
                   value by adding energy
                   efficiency incentive
                   • Lowers initial purchase costs
                   • Emphasizes on-going cost
                     savings
                             Makes it easier to close
                             sales
                             • More perceived benefits
                             • More visibility for available
                               solutions via program marketing
                               activities

November 7, 2012    www.pcpower-rebates-il.com
How It Works

          Identify customer

               Customer signs and submits Program Participation
               Agreement

                   Purchase completed and software installed

               Submit invoice with Rebate Application and proof of
               installation

          Rebate provided upon verified application


November 7, 2012                 www.pcpower-rebates-il.com
Instant Discount Option

                    Offer rebate as Instant Discount to
                                 customer




                   Provide full rebate amount as credit
                         on customer’s invoice




                    Submit required documentation and
                        completed application for
                   reimbursement – check comes to you
                             in 60 days or less

November 7, 2012           www.pcpower-rebates-il.com
Qualifying Software
 All products as listed at www.pcpower-rebates-
  il.com
 Not previously installed or purchased
 Intended for use on networked workstation
  (CPU and monitor)
 Must be purchased and installed between
  October 1, 2012 and May 31, 2013
 Rebates only paid on PCs located in ComEd
  Illinois delivery territory
November 7, 2012   www.pcpower-rebates-il.com
Customer Eligibility
• Commercial customers receiving delivery
  service by ComEd in Illinois, such as:
     – Financial services providers
     – Healthcare providers
     – Real estate firms
     – Private schools (k-8, secondary, colleges or
       other)
     – Medium-sized businesses and corporations
• Tenants of commercial properties receiving
  delivery service by ComEd who are not direct
  account holders are also eligible
• Public (taxpayer-funded) entities are not
  eligible
November 7, 2012      www.pcpower-rebates-il.com
Customer Potential




     ComEd’s delivery service territory borders Iroquois County to the
     south (roughly Interstate 80), the Wisconsin border to the north, the
     Iowa border to the west, and the Indiana border to the east.

November 7, 2012               www.pcpower-rebates-il.com
How It Works

          Identify customer

               Customer signs and submits Program Participation
               Agreement

                   Purchase completed and software installed

               Submit invoice with Rebate Application and proof of
               installation

          Rebate provided upon verified application


November 7, 2012                 www.pcpower-rebates-il.com
Program Participant
                                  Agreement
                             • Must be completed and
                               received prior to purchase.
                                 – Wait to purchase software
                                   until eligibility is confirmed
                             • Eligibility verification:
                                 – Confirms no existing
                                   enterprise power
                                   management programs
                                 – Confirms strong impact of
                                   rebate offering on decision
                                   to purchase
                                 • Quick Tip: If available,
                                      attach a copy of recent
                                      ComEd bill to streamline
                                      PPA processing
                                 • An email will be sent with
                                      status updates and
November 1, 2012
                                      approval
                   www.pcpower-rebates-il.com
Rebate Application
                                            (1 of 2)
                                  • PPA must be received and
                                    software must be installed to
                                    process rebate application
                                  • Application attachments
                                        – (Tenant applicants only:
                                          submit Account Holder
                                          Release Form)
                                        – (Instant discounts only: submit
                                          Customer Release Form)




November 7, 2012   www.pcpower-rebates-il.com
Rebate Application
                                           (2 of 2)
                                •    Application attachments (cont’)
                                      –   Vendor invoice, including:
                                            •   Product info
                                            •   Total cost per unit (separate from
                                                bundled software)
                                            •   Total licenses purchased
                                            •   Purchase date
                                            •   Vendor contact info
                                            •   Paid in full, zero balance, or payment
                                                terms
                                      –   Network administrator print-out,
                                          including:
                                            •   Installation location
                                            •   Verification of controls/schedules
                                                implemented
                                            •   Equipment inventory for multiple
                                                workstations in multi-site installations.
                                •     Quick Tip: Provide RSG with sample
                                      network reports to facilitate application
                                      processing
                                 • Postmark/email 90 days or less after
November 1, 2012                      installation
                   www.pcpower-rebates-il.com
Instant Discount Option

                    Offer rebate as Instant Discount to
                                 customer




                   Provide full rebate amount as credit
                         on customer’s invoice




                    Submit required documentation and
                        completed application for
                   reimbursement – check comes to you
                             in 60 days or less

November 7, 2012           www.pcpower-rebates-il.com
Customer Release Form
                       for Instant Discount
                                  • Submit PPA signed
                                    by customer
                                  • Submit Customer
                                    Release Form for
                                    Instant Discount with
                                    customer signature
                                  • Complete application




November 7, 2012   www.pcpower-rebates-il.com
Rebate Process*


   Program           Program         Software
  Participant       Participant     Purchased            Rebate               Rebate
  Agreement         Agreement          and              Application           Check
  submitted          approved        Installed          Submitted             Issued




          Response within          Software installed   Response within 5   Check issued
          5 business days          and application      business days       within 15 business
                                   postmarked within                        days after receipt
                                   90 days or by                            of qualifying
                                   6/15/2013.                               application

*Timeline represents typical processing time for an applicant
submitting a complete, timely, and qualified application.
Contact us for Co-
                      Marketing Opportunities
• Cobranded print and e-
  collateral opportunities
• Web-based program
  overviews
• Opportunities for case
  studies for high-yield
  customers
• Opportunities for co-
  branded launch
  announcements and
  press releases

November 7, 2012     www.pcpower-rebates-il.com
About
                                      Resource Solutions
                                                  Group
National company of efficiency experts delivering solutions
            to save energy, water, and money
    Strong utility            Clients in              Diverse portfolio
       industry          California, Illinois,         in residential,
  background with             Indiana,                commercial, and
    80+years of           Pennsylvania,                  agriculture
     leadership              Wisconsin                    markets

Offices in northern         Issued over
   and southern           95,000 customer              A CLEAResult
 California, Illinois,   rebates since 2010              Company
Indiana, Wisconsin

November 7, 2012         www.pcpower-rebates-il.com
Contact Information


  Phone: 312-344-1540

  Email: pcpower@rsgrp.com
  Website: www.pcpower-rebates-
  il.com


November 7, 2012   www.pcpower-rebates-il.com

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Nov 2 webinar dpm vendor overview presentation-version2.4

  • 1. Vendor Webinar November 7, 2012 www.pcpower-rebates-il.com
  • 2. Introductions and Overview • Introduction to Program Team • Guidelines – Respond to polls when presenter initiates. – Ask any questions about particular material being presented through “Questions/ Chat” option. We will address questions at the end of each segment. – Notify us of any A/V problems through “Questions/Chat” option. November 7, 2012 www.pcpower-rebates-il.com
  • 3. Agenda 1:00 – 1:10 Opening Remarks Introductions to program team and Resource Solutions Group Webinar guidelines 1:10 – 1:45 Program Overview Program summary RSG’s role Value to software vendors Instant discount Qualifying software Customer eligibility 1:45 – 1:55 Rebate Application Process Sample program participation agreement Sample rebate application Sample validation information 1:55 Closing Remarks, Q&A November 7, 2012 www.pcpower-rebates-il.com
  • 4. About the Program What Is It? • $8 per seat rebate for networked PC power management software • Standalone or bundled solutions Who Is Eligible? • Commercial account holders or commercial tenants in the ComEd electric delivery territory in Illinois • Private sector customers only • Not eligible: public taxpayer-funded entities November 7, 2012 www.pcpower-rebates-il.com
  • 5. Purpose of the Program Solution and relationship Software helps opens door to commercial other energy Rebate lowers customers efficiency barrier to buying reduce energy projects and using use and save power on monthly management utility bills solutions November 7, 2012 www.pcpower-rebates-il.com
  • 6. Our Roles Reaching and Verifying Eligibility and Educating the Processing Rebates Customer • Outreach and • Program referrals to software Participation Form vendors before purchase • Marketing materials • Application checklist for sales calls and assistance • Web resources for • Verifying savings and customer education tracking success • Answer energy • Continuous customer efficiency questions engagement November 7, 2012 www.pcpower-rebates-il.com
  • 7. Value to Software Vendors Makes product a greater value by adding energy efficiency incentive • Lowers initial purchase costs • Emphasizes on-going cost savings Makes it easier to close sales • More perceived benefits • More visibility for available solutions via program marketing activities November 7, 2012 www.pcpower-rebates-il.com
  • 8. How It Works Identify customer Customer signs and submits Program Participation Agreement Purchase completed and software installed Submit invoice with Rebate Application and proof of installation Rebate provided upon verified application November 7, 2012 www.pcpower-rebates-il.com
  • 9. Instant Discount Option Offer rebate as Instant Discount to customer Provide full rebate amount as credit on customer’s invoice Submit required documentation and completed application for reimbursement – check comes to you in 60 days or less November 7, 2012 www.pcpower-rebates-il.com
  • 10. Qualifying Software  All products as listed at www.pcpower-rebates- il.com  Not previously installed or purchased  Intended for use on networked workstation (CPU and monitor)  Must be purchased and installed between October 1, 2012 and May 31, 2013  Rebates only paid on PCs located in ComEd Illinois delivery territory November 7, 2012 www.pcpower-rebates-il.com
  • 11. Customer Eligibility • Commercial customers receiving delivery service by ComEd in Illinois, such as: – Financial services providers – Healthcare providers – Real estate firms – Private schools (k-8, secondary, colleges or other) – Medium-sized businesses and corporations • Tenants of commercial properties receiving delivery service by ComEd who are not direct account holders are also eligible • Public (taxpayer-funded) entities are not eligible November 7, 2012 www.pcpower-rebates-il.com
  • 12. Customer Potential ComEd’s delivery service territory borders Iroquois County to the south (roughly Interstate 80), the Wisconsin border to the north, the Iowa border to the west, and the Indiana border to the east. November 7, 2012 www.pcpower-rebates-il.com
  • 13. How It Works Identify customer Customer signs and submits Program Participation Agreement Purchase completed and software installed Submit invoice with Rebate Application and proof of installation Rebate provided upon verified application November 7, 2012 www.pcpower-rebates-il.com
  • 14. Program Participant Agreement • Must be completed and received prior to purchase. – Wait to purchase software until eligibility is confirmed • Eligibility verification: – Confirms no existing enterprise power management programs – Confirms strong impact of rebate offering on decision to purchase • Quick Tip: If available, attach a copy of recent ComEd bill to streamline PPA processing • An email will be sent with status updates and November 1, 2012 approval www.pcpower-rebates-il.com
  • 15. Rebate Application (1 of 2) • PPA must be received and software must be installed to process rebate application • Application attachments – (Tenant applicants only: submit Account Holder Release Form) – (Instant discounts only: submit Customer Release Form) November 7, 2012 www.pcpower-rebates-il.com
  • 16. Rebate Application (2 of 2) • Application attachments (cont’) – Vendor invoice, including: • Product info • Total cost per unit (separate from bundled software) • Total licenses purchased • Purchase date • Vendor contact info • Paid in full, zero balance, or payment terms – Network administrator print-out, including: • Installation location • Verification of controls/schedules implemented • Equipment inventory for multiple workstations in multi-site installations. • Quick Tip: Provide RSG with sample network reports to facilitate application processing • Postmark/email 90 days or less after November 1, 2012 installation www.pcpower-rebates-il.com
  • 17. Instant Discount Option Offer rebate as Instant Discount to customer Provide full rebate amount as credit on customer’s invoice Submit required documentation and completed application for reimbursement – check comes to you in 60 days or less November 7, 2012 www.pcpower-rebates-il.com
  • 18. Customer Release Form for Instant Discount • Submit PPA signed by customer • Submit Customer Release Form for Instant Discount with customer signature • Complete application November 7, 2012 www.pcpower-rebates-il.com
  • 19. Rebate Process* Program Program Software Participant Participant Purchased Rebate Rebate Agreement Agreement and Application Check submitted approved Installed Submitted Issued Response within Software installed Response within 5 Check issued 5 business days and application business days within 15 business postmarked within days after receipt 90 days or by of qualifying 6/15/2013. application *Timeline represents typical processing time for an applicant submitting a complete, timely, and qualified application.
  • 20. Contact us for Co- Marketing Opportunities • Cobranded print and e- collateral opportunities • Web-based program overviews • Opportunities for case studies for high-yield customers • Opportunities for co- branded launch announcements and press releases November 7, 2012 www.pcpower-rebates-il.com
  • 21. About Resource Solutions Group National company of efficiency experts delivering solutions to save energy, water, and money Strong utility Clients in Diverse portfolio industry California, Illinois, in residential, background with Indiana, commercial, and 80+years of Pennsylvania, agriculture leadership Wisconsin markets Offices in northern Issued over and southern 95,000 customer A CLEAResult California, Illinois, rebates since 2010 Company Indiana, Wisconsin November 7, 2012 www.pcpower-rebates-il.com
  • 22. Contact Information Phone: 312-344-1540 Email: pcpower@rsgrp.com Website: www.pcpower-rebates- il.com November 7, 2012 www.pcpower-rebates-il.com

Notas del editor

  1. $8 per eligible workstation, which includes both a computer monitor and CPU/desktop, not to exceed the Total Installed Cost. Note: The Total Installed Cost may include the cost of the license, external installation and/or external set-up fees. Internal staff labor and maintenance fees should not be included. Please include the cost per unit and the total installed cost for the software installation on the rebate application.
  2. (Combine this with previous slide)
  3. The ComEd service territory covers 11,411 square miles in Northern Illinois, stretching from the Wisconsin border to as far south as Pontiac, Ill., and from the Indiana border to the Mississippi River. It covers approximately 70 percent of the population in Illinois and the vast majority of the State’s industrial companies. Our transmission and distribution systems are very robust, with more than 5,300 miles of overhead transmission lines and approximately 34,900 miles of overhead distribution lines and 29,700 miles of underground distribution lines.
  4. If incomplete docs are provided (either the PPA or the Rebate Application) the applicant will be notified within those 5 business days of the reason for the incomplete and what information/documentation is required to complete the application. Checks will be issued in roughly 10 business days in most cases, but could be longer depending on when your application was submitted.