Simple Steps, Smart Savings™ Cooperative Marketing Fund Claim Form
Each Simple Steps, Smart Savings partner is eligible to receive cooperative marketing funds. To apply for funds, fill out the
form and follow the steps below. Feel free to contact us if you have any questions.
Company Information
Company Name(s):
Main Contact Name:
Mailing Address:
City:
Contact Email:
Contact Phone:
State:
Zip:
Marketing Claim Information (attach document detailing the below items if neceessary)
Products to be Promoted:
Retail Store Locations Covered:
Project Type: (i.e. manufacturer / retail joint promotional project; retailer-initiated project - covering multiple manufacturers’ products;
other):
Promotional Activities that will be Undertaken:
Total Project Cost:
*Please contact Lisa Ash at [email protected] or at (503) 688-1574 with your questions.
I would like to participate in the Simple Steps, Smart Savings cooperative marketing fund promotion,
and agree to the terms and conditions listed on the back.
_________________________________________________ ______________________________
Authorized Main Contact Signature
Date
Thank you for your support, we look forward to hearing from you!
Return Completed Form to:
Lisa Ash
[email protected]
(P) 503.688.1574 / (F) 503.808.9004
Date created: 8/20/10 Version 1
This form, subject to change, is effective September 1, 2010 to September 30, 2011
Simple Steps, Smart Savings™ Cooperative Marketing Fund Claim Form
Co-op Claim Form - Terms and Conditions
1. All co-op product advertisements or promotional materials must feature one or more ENERGY STAR®-qualified lighting
products and/or energy-saving showerhead.
2. All co-op product advertisements or promotional materials must follow the Simple Steps, Smart Savings Style Guide with
regard to promotion name, consumer messaging, messaging semantics, logo color and logo usage.
3. Cooperative marketing pieces must be submitted to the program contractor, Fluid Market Strategies, for final approval.
4. Funding is on a first-come first-served basis. Once all budgeted funds are expended or reserved, no additional reservations will be accepted.
5. Only projects conducted in a manner that will reach customers served by Bonneville Power Administration member utilities
shall be eligible for payments. The promotion reserves the right to reject projects that are not targeted to some or all of these
customers.
6. For retail-based projects, cooperative promotional funds may only be utilized for retail stores that are located in the Bonneville Power Administration four-state region (Washington, Oregon, Idaho, Montana). Retailer / Manufacturer shall provide the
program with a list of eligible store locations.
7. The promotion’s cost sharing will be up to 50% for approved projects, up to $250.00 each project.
8. The promotion reserves the right to impose additional requirements, as necessary, in order to maintain the integrity of the
Co-op Advertising activities.
9. It is allowable for retailers or manufacturers to include the value of in-kind contributions from either party, such as display
space, etc., in the total estimated cost of the special project.
10. The Simple Steps, Smart Savings and the promotion contractor reserve the right to verify claims submitted by participants. Fraudulent claims may result in prosecution, termination from the program, and non-payment of outstanding claims.
11. Manufacturer / Retailer understands that it is responsible to seek guidance from the program as necessary when developing promotional materials that include the ENERGY STAR logo and name.
12. Manufacturer / Retailer will not use the Simple Steps, Smart Savings identity for any reason without advanced written
permission.
13. Manufacturer / Retailer agrees that the agreement shall terminate on December 31, 2012, unless Manufacturer / Retailer
or Program terminates it earlier in writing.
14. Manufacturer / Retailer understands that the promotion contractor and Simple Steps, Smart Savings reserve the right to
audit and examine information pertaining to this program for a period of five (5) years after the termination date.
15. The Agreement may be terminated in writing at any time for non-compliance.
16. Payments and invoices will be issued from Fluid Market Strategies, Inc. on behalf of the Simple Steps, Smart Savings
promotion. Invoices will be issued from Fluid Market Strategies with 30 day terms.
Return Completed Form to:
Lisa Ash
[email protected]
(P) 503.688.1574 / (F) 503.808.9004
Date created: 8/20/10 Version 1
This form, subject to change, is effective September 1, 2010 to September 30, 2011