1. Simple Steps – 2015 expanded program BPA Brown Bag presentation
Sarah F. Moore – BPA Residential Lead
David Murphy – BPA Appliance & Lighting Program Manager
Ryan Crews – CLEAResult Associate Manager
December 3, 2014
December 11, 2014

2. Program Overview 2015 Program Timing What's the same What's new
Program Development Jan – Mar 2015
Program Launch – April 1, 2015
What's the same
CFLs, LEDs, showerheads (no interruption)
Special Promotions
What's new
Appliances (washers, refrigerators, freezers)
Additional Measure Options – (APS, HPWHs, DHPs)
To be coordinated with NEEA at a later date
On-Line promotions and purchasing options
Utility-Branded POP
Savings based pricing
Customizable measure portfolios and support services

3. Program Offer Summary STANDARD SERVICES Field services and reporting
Basic marketing
Monthly activity reports
Retail promotional events
Manufacturer/retailer management
Rebate processing
Allocation implementation
Collaboration with regional programs
OPTIONAL SERVICES
Tailored marketing
Additional measure options
Customized reporting dashboards
Call center services

4. Appliances Overview
Utility requests for midstream appliance promotions
Clothes washers, refrigerators and freezers
Beginning in June of 2015
Will be offered as a midstream retail model
Will operate in a similar manner to lighting & showerhead promotions – no rebate forms, utilize RSAT for allocations
Delivery will be priced separately from lighting and showerheads
Appliance program focused webinar to be held in January

5. Pricing Cost per claimable kWh, not per sales unit:
Approx. $ per kWh for lighting and showerheads
Approx. $ per kWh for appliances
Units sold will continue to be reported by product type, as they are now.
Why has the cost increased?
Increased special promotions budget
Growing LED market share
Covers the cost of non-participating utility sales
Average Cost Per Lighting/Showerhead Item Sold
Current
New
Difference
$1.67
$1.84
$0.17
Average Delivery Cost Per Lighting/Showerhead Item Sold
Current
New
Difference
$0.25
$0.238
-$0.012

6. Budgeting Utilities can still limit budget amounts
Separate budgets for lighting/showerheads and/or appliances
Progress towards budget or other goals will be tracked on monthly invoices
Additional reporting metrics are available

7. RSAT Allocations
Different allocations for lighting/showerheads and appliances
Methodology Considerations:
Type of product
Retailer environment
Drive time
Urban density near store
Road networks
Proximity of other retail locations
Demographics of households

8. The Benefits of Participating
Inexpensive savings
< $0.10/kWh for lighting/showerheads
$0.30/kWh for appliances
Potential for large savings volume
35+ utilities with over 500,000 kWh so far this year
20+ utilities over 1 million kWh
Customer visibility
Currently operate in 1,050 stores regionally
Partnership opportunity with local retailers
Flexible turnkey program

9. Participation Examples
UTILITY #1
Characteristics
Large savings goals
Urban center w/many big box stores
Some rural customers
Staff hasn’t had a lunch break for weeks
Participation
Opt-in to lighting/SH and appliance promo
Online offers
Extra focus on in-store promotions
Pop-up retail events
UTILITY #2
Characteristics
Medium savings goals
One large town, rest are small towns; some big box stores
Many rural customers
Staff likes to process appliance rebates
Participation
Opt-in to lighting/SH; keep appliance promo in-house
Online offers
Extra focus on small retailer recruitment
UTILITY #3
Characteristics
Small savings goals; customer touch is focus
All small towns; few retailers
Rural customers
Participation Level
Opt-in to lighting/SH and appliance promo
Extra focus on small retailer recruitment
EE kit giveaways at local events

10. Opt-In Overview Opt-in Period Opt-in Process
Dec 3, 2014 through Jan 9, 2015
Opt-in Process
Contact Ryan Crews ( or phone)
Determine goals and budgets
Forecast and program agreements
Advantage of joining during opt-in period
Allows for best possible price based on volume
Utilities will continue to have the option to join later
Price will remain same as during opt-in period

11. Unassigned Account
If desired, utilities can consider applying to the Unassigned Account for additional EEI funds, whether for Simple Steps or another program.

12. Contacts
Aimée Brown Senior Manager
Ryan Crews Associate Manager

13. Additional Support Slides (as needed)

14. General Purpose and Dimmable 1440- 2600 lumens 15 $1.00 $1.47 $0.75
Product Type
Description
Savings (kwh/yr)
Payment ($/unit)
S Unit Cost
S Unit Cost
Price Difference
Payment Difference
CFL
General Purpose and Dimmable lumens 15
$1.00
$1.47
$0.75
$0.72
-$0.47
General Purpose and Dimmable lumens 8
$0.78
$0.03
$0.22
General Purpose and Dimmable lumens
Decorative and Mini-Base lumens 22
$2.25
$2.16
-$0.09
$0.09
Decorative and Mini-Base lumens 10
$0.98
-$1.27
$1.27
Decorative and Mini-Base lumens 17
$1.67
-$0.58
$0.58
Globe lumens 16
$1.57
-$0.68
$0.68
Globe lumens 6
$0.59
-$1.66
$1.66
Globe lumens
-$1.47
Reflectors and Outdoor lumens 50
$4.91
$2.66
-$2.66
Reflectors and Outdoor lumens 12
$1.18
-$1.07
$1.07
Reflectors and Outdoor lumens 20
$1.96
-$0.29
$0.29
Three-Way lumens 36
$3.53
$1.28
-$1.28
Three-Way lumens
Three-Way lumens 14
$1.37
-$0.88
$0.88
LED 31
$4.00
$3.04
$3.00
$0.04
$0.96
-$1.63
$2.63
-$2.02
$3.02 24
$2.35
-$0.65
$1.65 11
$1.08
-$1.92
$2.92
-$1.82
$2.82 23
$2.26
-$0.74
$1.74 9
-$2.12
$3.12 13
-$1.72
$2.72 66
$6.47
$3.47
-$2.47
-$1.33
$2.33 30
$2.94
-$0.06
$1.06
LED Fixture
Downlight Retrofit Kit
$10.00
$8.25
-$5.90
$7.65
Showerhead
1.5 or less Gallons Per Minute (GPM)
171
$12.00
$16.78
$7.25
$9.53
-$4.78
1.75 or less Gallons Per Minute (GPM)
132
$12.95
$5.70
-$0.95
2 or less Gallons Per Minute (GPM) 88
$8.63
$1.38
$3.37

15. RETAIL SALES ALLOCATION
RSAT Allocations
DRIVE TIME
Retailer Class
Product Type
Urban Density
TRADE AREA
Drive Time
GIS
RETAIL SALES ALLOCATION
Trade Area
Customer Segment
House Counts
Utility Territory