EcoXpert™BMS Program 2019 - USA

One Program. One Network. Endless Opportunities.

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EcoXpert™ is more than a Partner Program. It’s a global representation of Schneider Electric that ignites new

opportunities for the growth and success of our local and regional partners. 

Healthcare Data Centers

The Building Management Systems Badge and two specializations are

available in the US to foster new opportunities for our partner companies

and address the challenges of our shared customers.

• Grow your business. Leverage Schneider Electric’s comprehensive offer portfolio and broaden the bid scope.

• Improve your hit rate. Collaborate with the EcoXpert network for innovative solutions that win new opportunities.

• Maximize your margin. Gain a competitive edge with tested, validated and documented technologies and solutions.

• Differentiate yourself. Rise above the competition with co-branding and co-marketing initiatives.

• Improve employee talent. Increase retention rates and decrease the time it takes to onboard new hires through a comprehensive training, development and certification process.

• Minimize engineering and commissioning time. Access the tools you need to optimize integration of third-party systems.

• Capture new market share. Rely on the support of Schneider Electric at every turn of your expansion.

• Reduce risk and cost. Expert installations delivered on time and on budget, enabling reduced maintenance costs and improved productivity for your customers.

• Engineering with Efficiency. Our tools make you more efficient, therefore more profitable when designing, engineering and commissioning projects.

Building Management Systems

Certified by

Committed to your success, your team’s expertise, and the growth of your business by delivering innovation with the best-in-class partner network.

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Back to TOC

Offer Scope BADGE: BMS

Proven competency in delivering optimized and sustainable facilitates through the integration of HVAC and building management systems. Your customers benefit from buildings that are Smart, Efficient, Sustainable, Connected, Reliable and Secure

Apps, Analytics & Services• EcoStruxure Workplace Advisor

• EcoStruxure Apps Studio

Edge Control

• EcoStruxure Building Operation

• EcoStruxure Building Expert

• EcoStruxure Building Advisor

• EcoStruxure Energy Expert

• EcoStruxure Security Expert

• EcoStruxure Access Expert

• SmartX Edge Servers (AS-B, AS-P)

Connected Products

Field Controllers • SmartX Controllers:

– MPX controllers – SE7000 & SE8000

• Xenta

• I/A

• Continuum

Engineering Software

Field Devices • SmartX Advanced Displays

• SmartX Room sensors

• HVAC Control devices

• Damper actuator, valve actuators, valves, sensors, thermostats

• Lighting control devices

Engineering Software

Engineering Efficiency

• Automated Engineering Tool (AET)

• Project Configuration Tool (PCT)

• Custom Types

• Mobil Commissioning Tool

• VAV Self Check Out Standard Application

• Standardized Application Library

Business Intelligence

OperationEfficiency

Monitoring& Control

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EcoXpert Has Two Certification Levels

Partner

Certified EcoXpert

An approved EcoXpert company that has been trained and certified by Schneider Electric experts and has reached Certified level status by meeting specific business requirements and completing the training curriculum for the respective badge certification. Certified-level partners are EcoXperts and receive program benefits.

Master EcoXpert

All of the same criteria as the Certified level and the EcoXpert company has reached Master level status by meeting specific business requirements and completing the advanced training curriculum for the respective badge certification. Master-level partners are EcoXperts and receive program benefits.

Click here

Click here

Not an EcoXpert

EcoXpertIdentified Partner

Registered Partner

Certified EcoXpertTM

Master EcoXpertTM

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There are 4 levels in the certification process. There are two levels of official EcoXpert status.

An EcoXpert is a Schneider Electric partner company that is trained and certified on EcoStruxure™, our open, interoperable, IoT-enabled system architecture and platform, solutions and technology.

Building Management Systems

Certified by

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Requirements

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Partners that attained the status of EcoXpert in 2018 will retain the benefits of that status in 2019, although that level will no longer exist in the program. Those partners will be publicly considered Certified EcoXperts during 2019 however will be eligible only for the benefits that they earned in 2018.

Training requirements are based on the entire company’s documented training on file with the Educational Services team. We recognize that select individuals within an organization will specialize in specific skills and competencies, the training requirements are the culmination of all your employees’ documented classes taken.

Your Regional Partner Expert will provide you with your organization’s current status and any outstanding training required to get your organization to the next level.

See pages 14 & 15 for training curriculums and details on Intermediate, Proficient and Expert level requirements.

Registered Partner

Certified EcoXpert

Master EcoXpert

Business Requirements

Volume Requirements After two years, $100K

minimum See page 8 See page 8

Meet Field Device Ratio Meet Field Device Ratio or Executed

Loyalty Agreement

Meet Field Device Ratio

and Executed Loyalty

Agreement

Executed Loyalty Agreement Yes

Commitment to grow with Schneider Electric Yes Yes Yes

Demonstrated Strategic Alignment to Schneider Electric Strategic Growth Initiatives (e.g. 2019 Valve & Actuator and Building Advisor Initiatives)

Yes

Exclusivity on new projects Yes Yes Yes

Financially Sound (DSO) Yes Yes Yes

Designated full time, professional sales person

1 person

2 people MSA 21 and below

3 people MSA 1-20

Collaboration on Annual Formal Business Plan to Achieve Growth Objectives

Yes

Designated Engineer 1 person 2 people

Minimum Business history with Schneider Electric 1 year above 3 years

Initiate Co-branding with Schneider Electric Yes Yes

Technical Competency Requirements

Sales person certified in EcoStruxure Building Operation (Proficient Level)

1 person 1 person

2 people MSA 21 and below

3 people MSA 1-20

Sales person certified in EcoStruxure Building Operation (Expert Level)

1 person

Engineer certified in EcoStruxure Building Operation (Proficient Level)

1 person 2 people

Engineer certified in EcoStruxure Building Opera-tion (Expert Level)

1 person

Requirements for EcoXperts

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Status MSA Volume Required Field Device Ratio

Master

1-20 Market

$3,000,000 50%

$2,500,000 60%

$1,500,000 70%

21-60 Market

$2,000,000 50%

$1,500,000 60%

$1,000,000 70%

61 and above

$1,000,000 50%

$750,000 60%

$500,000 70%

Certified

1-20 Market $300,000 70%

21-60 Market $250,000 70%

61 and above $100,000 70%

Metropolitan Statistical Area (MSA)** is a formal definition of metropolitan areas established by the Office of Management and Budget, a division of the U.S. Government. They serve to group counties and cities into specific geographical areas for the purposes of a population census and the compilation of related statistical data. See Appendix 1.

**For partners with multiple locations, the MSA that will be used to designate your MSA will be the highest MSA amongst the locations operated by the partner. Highest reflects the highest population density within a particular geographical area. For example, the highest MSA is 1, New York City. See appendix for details. For those partners with multiple locations, the volume for all your locations will be consolidated to allow you to maximize your business volume and level within the EcoXpert Program.

**Kele products purchased either on iPortal or on Kele.com using your Schneider Electric Loyalty Account will be included in the sales volume and field device ratio calculations.

Field Device Ratio1. Product Classifications

Schneider Manufactured Field Devices = Valves + Actuators + Sensors + APC + Square D + Veris (through iPortal)

Sourced Field Devices = Kele** + 3rd party products purchased through iPortal

Systems = EcoStruxure Building Operation + Continuum + IA Series + INET + Vista + Access Expert + Viconics + Security Expert

2. Formula Calculation

% = (Systems + Viconics)

Requirement for EcoXperts

Market Share and Sales Volume

Requirement Description

(Schneider Manufactured Field Devices + Pelco (through iPortal or direct) + Sourced Field Devices) Shipments

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Status MSA Volume Required Field Device Ratio

Master

1-20 Market

$3,000,000 50%

$2,500,000 60%

$1,500,000 70%

21-60 Market

$2,000,000 50%

$1,500,000 60%

$1,000,000 70%

61 and above

$1,000,000 50%

$750,000 60%

$500,000 70%

Certified

1-20 Market $300,000 70%

21-60 Market $250,000 70%

61 and above $100,000 70%

Requirement for EcoXperts

Loyalty Agreement

Commitment DescriptionCustomer loyalty matters. It gives all of us a competitive advantage. It helps us all build our business with word of mouth marketing, customer retention, rate of patronage, feedback and competitive advantages.

In consideration for the preferential benefits received from the Schneider Electric EcoXpert Program our partner agrees to make every effort to purchase SE manufacturered field device products over similar competitive products.

A Schneider Electric Loyalty Agreement would be signed by all Master Experts and available as an option for Certified Ecoxperts. (Addendum to the annual Memorandum of Understanding)

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Exclusivity on New Projects

Commitment DescriptionWe expect our channel members to aggressively promote and sell Schneider Electric products as their primary line. Channel members who demonstrate a strong commitment to the relationship with Schneider Electric by deciding to promote and sell only Schneider Electric products will receive additional benefits and support from Schneider Electric.

With Schneider Electric as the primary line, channel members are freed from the necessity of training for multiple brands of the same type products and can improve their effectiveness by focusing their selling efforts on one primary line. These products require a significant investment on the part of channel members for adequate market development and cannot be effectively sold if the channel members’ selling efforts are diluted by investment in and attention to a competing line.

Schneider Electric recognizes that some channel members may choose to carry competitive products, in order to maintain their customer base. However, Schneider Electric will not appoint or retain a channel member whose attention to a competitive line is likely to result in poor representation of Schneider Electric and a diminished ability to compete aggressively against other brands in the marketplace. **

**Please see our Channel Policy for a complete description.

We require our channel members to aggressively lead with Schneider Electric EcoStruxure Building Operation for new installations.

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Requirement for EcoXpert

Demonstrated Strategic Alignment

Commitment DescriptionMaster EcoXperts must demonstrate clear alignment to Schneider Electric Strategic Growth Initiatives. For example, adoption of EcoStruxure Building Operation 2.0 for new installations, and the transitioning of your existing customer base to EcoStruxture Building Operation, converting your purchasing to Schneider Electric manufactured building products and incorporating Building Advisor into your solution set. We measure this through the products and systems that you purchase over time.

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Requirement DescriptionEcoXpert company management, Schneider Electric Regional Partner Expert, with the Regional Partner Director collaborate on an annual formal business plan covering the following items:

• Market specific growth strategy

• End-customer targets

• EcoXpert co-op marketing plan (if applicable)

• Pipeline

• Growth target

• Commercial action plan

• New customer acquisition plan

• Planned EcoXpert sales specialization training Training

• Planned professional development training

• Planned technical sales and engineering training

Set the Strategy

• Select targets & business goals

• Build the action plan

• Define actions from both parties : both parties commit to contribute to the success of this plan

• Determine dates

Business Reviews & Follow up process

• Each month, the pipeline is reviewed

• Bi-annually, a business review is held with both parties to review the action plan defined

• Schneider Electric Regional Director to review and approve formal business plan

Master EcoXperts are required to develop a formal Business Plan with Schneider Electric.

Requirement for EcoXperts

Collaboration on Annual Formal Business Plan to Achieve Growth Objectives

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Requirement for EcoXpert

Promote EcoXpert, as an Accent Brand to enhance your company’s brand

Commitment DescriptionThe EcoXpert company commits to utilizing the EcoXpert brand as an accent brand to the EcoXpert company’s primary brand. This is intended to enhance the EcoXpert’s company’s brand.

Schneider Electric recognizes the investment that EcoXperts have made in their unique Company brands and believe that, collaboratively, the EcoXpert and Schneider Electric are a dominant force to capture market share. Schneider Electric invites the EcoXpert to join us in co-branding to build the EcoXpert brand globally with the understanding that it may take a number of years for the EcoXpert to c-obrand in accordance with the program requirements.

Click here to see the EcoXpert co-branding standards. We recommend that you use a local provider and merely provide them with the co-branding standards as they design materials for you. Should you have questions or want us to review what is in development, please email EcoXpertUSA@schneider-electric.com and we will be glad to assist you.

The EcoXpert brand designating your status in the program should accent your brand on the following:

Where EcoXpert Branded Items

Web • EcoXpert on your company website

Office • EcoXpert signage

Prints • EcoStruxure Building Operation solution brochures

Events • Co-branded EcoXpert company events for end-customers or value chain players

Employees• Co-branded vehicles

• Co-branded uniforms

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EcoXpert BMS Technical Competency Requirements for all Partners - Technical Engineering Staff

INTERMEDIATE LEVEL

Technical Search Keyword In Person Virtual e Learning Course Length

EcoStruxure Building: WorkStation and System Design BLDPRDI0001027 X 29 hours

EcoXpert BMS Intermediate Level: SmartX Engineering ecoengineering* X X 44 hours

PROFICIENT LEVEL

Choose two of the options that follow Search Keyword In Person Virtual e Learning Course Length

Option 1 - Modbus

EcoStruxure Building: Modbus Introduction Part 1 BLDBMSE0214013 X 1 hour

EcoStruxure Building: Modbus Protocol Data Unit Part 1 BLDBMSER214013 X 1 hour

EcoStruxure Building: Modbus Protocol Data Unit Part 2 BLDBMSE0214000 X 1 hour

Option 2 - LonWorks

EcoStruxure Building: LonWorks Introduction Part 1 BLDPRDE1001000 X 1 hour

EcoStruxure Building: LonWorks Introduction Part 2 BLDBMSE0214011 X 1 hour

EcoStruxure Building: LonWorks Introduction Part 3 BLDBMSE0214012 X 1 hour

Option 3 - Graphic Editor

EcoStruxure Building: Graphics Editor BLDBMSE0214005 X 2.5 hours

EcoStruxure Building: Graphics Editor Intermediate BLDBMSE0214007 X 2.5 hours

EcoStruxure Building: Graphics Editor Advanced BLDBMSE0214008 X 2.5 hours

Option 4 - Wireless Deployment ZigBee

EcoStruxure: Introduction to ZigBee Part 1 BLDPRDE0001006 X 1 hour

EcoStruxure: Introduction to ZigBee Part 2 BLDPRDE0001007 X 1 hour

Option 5 - Upgrade for EcoStruxure Building Operation 2.0 Certification

EcoStruxure Building: SmartX Engineering Upgrade Digital: Part 1 of 2 ecoupgrade* X 6.5 hours

EcoStruxure Building: SmartX Engineering Upgrade Digital: Part 2 of 2 ecoupgrade* X 5.5 hours

Option 6 - BACnet with b3

EcoStruxure Building: BACnet with b3 Devices BLDBMSI0234001 X 29 hours

Option 7 - BACnet with MNB

EcoStruxure Building: BACnet with MNB Devices BLDBMSI0234001 X 29 hours

Option 8 - LonWorks with Xenta

EcoStruxure Building: LonWorks with Xenta Devices BLDPRDI0001023 X 29 hours

Option 9 - LonWorks with MNL

EcoStruxure Building: LonWorks with MNL Devices BLDPRDI0001022 X 29 hours

Option 10 - EcoStruxure Building: Function Block Programming BLDTECV0001001 X 12 hours

Option 11 - EcoStruxure Building: Script Programming BLDTECV0001003 X 12 hours

EXPERT LEVEL

Choose 2 of the Below Options Search Keyword In Person Virtual e Learning Course Length

EcoStruxure Building: Energy Expert Technical (formerly Power Manager) BLDTECI0234000 X 3 days

EcoStruxure Building: Advanced Graphics BLDTECI4001031 X 14 hours

EcoStruxure Building: Advanced BACnet Communications BLDPRDI0001015 X 20 hours

EcoStruxure Building: Studio360 Fundamentals ecoStudio360* X 4.5 hours

EcoStruxure Building: Design 360: Project Design and Engineering BLDTECV0001000 X 37.5 hours

EcoStruxure Building: SmartX Advanced Engineering

(In Person course coming in 2019)

ecoadvanced* X X 20 hours

EcoXpert Partner organizations need to, as an organization, not an individual per se, to have the collection of classes taken within the organization itself.

Communicate with your Regional Partner Expert to understand where your organization currently sits with regard to their training courses taken and those outstanding to reach the Proficient or Expert levels that you desire.

* This is a curriculum of courses that may include e Learning and in person classes.

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EcoXpert BMS Training Requirements for Sales and Estimating Staff

INTERMEDIATE LEVEL

Sales & Estimating Staff Search Keyword In Person Virtual e Learning Course Length

EcoStruxure Building: Value Based Selling ecosalesvideo* X 4.5 hours

PROFICIENT LEVEL

Choose one of the options that follow Search Keyword In Person Virtual e Learning Course Length

EcoStruxure Building: Sales BLDPRDI0001026 X 23.5 hours

EcoStruxure Building: Sales & Estimation Curriculum eco_sales&estim* X 16 hours

EXPERT LEVEL (prerequisite -

Proficient Level requirements)

Choose one of the options that follow. See the Appendix 3 for information on the individual classes

Search Keyword In Person Virtual e Learning Course Length

EcoStruxure Building: EcoStruxure Message Training Aid for Sales (2019) BLDBMSC0234006 X 4 to 12 hours

EcoStruxure Building: EcoXpert Data Center Sales Specialization BLDSALI1023409 X 20 hours

EcoStruxure Building: EcoXpert Healthcare Sales Specialization BLDSALI10234004 X 20 hours

EcoStruxure Building: EcoXpert Building Advisor Services Sales BLDGMTI0234000 X 12 hours

Training Credits - All partners receive training credits each year that can be used to register staff for fee-based classes. Students must register using the Training Form 3 weeks prior to the class start date. Training credits cannot be applied to past purchases, nor registration nor are they eligible for Square D VFD, Access Expert and Professional Development courses. These credits expire at the end of each year. 2019 training vouchers are redeemable against classes attended in 2019 only.

Training credits are redeemable towards the net cost of on-site field courses, Studio360 platform training, and EcoStruxure Building (formerly known as SmartStruxure) Solution Advanced Expert Engineering at a value of $1000 per training credit.

We will honor up to 6 training credits at one time for a partner. If the course cost is more than $1000, the partner would need to surrender 2 or more credits to cover the cost, or use one certificate and pay the additional outstanding balance. If the class is less than $1000, and a training credit is used, the entire credit would be consumed and they can only be used for one course with no exceptions.

* This is a curriculum of courses that may include e Learning and in person classes.

Benefits

EcoXpert BMS Benefits

Grow your business

Improve your efficiency

Partner Recognition Benefits Pre-Sales Support Benefits

Post Sales Support Benefits

Financial Benefits

Sales and Marketing Benefits

Profitable& Sustainable

Business

One Program. One Network. Endless Opportunities.

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Financial Benefits

Base Multiplier for Product Discounts

Access to Schneider Electric brands and discounts - Veris, Viconics, Invensys, Square D, Pelco and APC products

Access to Third party discounts negotiated by Schneider Electric on behalf of EcoXperts

Special Pricing available for strategic opportunities

Discounted Rate (20%) for Recruiting Support

Technical Training Credits - 1 per year

www.MyEnergyUniversity.com free training for your clients at no charge

Pre-Sales Support Benefits

Channel Policy

Assigned Regional Partner Expert Sales Team

Consultant Engineering Solution Architects

Schneider Electric Valve & Actuator Sales Team

Security Sales Team

Technical Training Team - Educational Services

Design and Estimating Tool Studio360 Suite

EcoBuilding Application Center of Excellence - pre-sales & engineering support

Cybersecurity Compliance Command Center (C4) assessment and authorization services

Estimate, Proposal, and RFP/RFQ Support

The Exchange

EcoXpert Ultimate On Boarding Digital Portal

Post-Sales Support Benefits

The Exchange Community

Product Support Portal https://www.nampss.com - open and track cases for product and engineering support

Product and Solution Support Specialists (Levels 2 and 3)

Engineering Efficiency Tools (Automated Engineering Tool (AET); Project Configuration Tool (PCT); Custom Types; Mobil Commissioning Tool; VAV Self Check out Standard Application; Standard Application Library

EcoBuilding Application Center of Excellence - post sales support

Cybersecurity Commpliance Command Center (C4) Services to either lead, support, and execute risk management and assessment activities.

System Analysis Support

Hardware and Software Design Services

Networking and Design Services

Graphics Development Services

First Project Support

Critical Site Support Services

Custom Application and Integration Development Services

Impact Alert Technical Bulletins

Sales and Marketing Benefits

Impact News - weekly eNewsletter

Access to case studies, project profiles, references

Access to "Spec Designer" for specification development

Access to Speakers and Experts for thought leadership presentations

Joint action planning & follow up, joint opportunity pursuit & support for strategic opportunities with your Regional Partner Expert

Regional EcoXpert Innovation Days Events

Financial Benefits

Core Benefits for Registered, Certified and Master EcoXperts

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Preferred Financial Benefits

Preferred Level Multiplier for Product Discounts

Access to EcoXpert Co-op Funds 1% of previous year's sales

Additional Multiplier Volume Discounts Available

Discounted Rates (18%) for Recruiting Support

Discounts on IP Based Buildings Systems Network from Schneider Electric and Cisco

Technical Training Credits - 3

Demo products at a preferred price

Preferred rate for Studio360 New Licenses (reimbursement of 15% of the cost of up to 10 new licenses)

Preferred Support Benefits

Assigned Account Representative for Order Management

Access to Business Planning Tools and Resources

EcoXpert only privileged communities of global product experts & knowledge bases through "The Exchange"

Preferred Recognition Benefits

Partner Employee Recognition Program (coming in 2019)

EcoXpert company's visibility on Schneider Electric's locator of Certified and Master EcoXperts

Eligible for President's Trip

Preferred Sales and Marketing Benefits

Access to the EcoXpert co-branded assets (brochures, web banners, trade show booth, banner stand designs, etc)

Written success story creation & publication at no cost

Video success story creation & publication at no cost (limited number completed per year)

Access to segment sales expertise (segment specialization required)

Membership in EcoXpert LinkedIn Group

Access to the global EcoXpert eNewsletter

Recognition Benefits

Eligibility for EcoXpert Technical Council

Eligibility for the EcoXpert Product Council

Eligibility for Technical Knowledgebase ‘Certified Contributor’ Status on The Exchange Community (Coming in 2019)

Financial Benefits

Preferred Benefits for Certified and Master EcoXperts

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Exclusive Financial Benefits

Exclusive Level Multiplier for Product Discounts

Exclusive Discounted Rate (15%) for Recruiting Support

Access to Schneider Electric's Tickets at T Mobile Arena (Las Vegas); Shedd Aquarium (Chicago) ; MGM Club Level Seats (Las Vegas); Gillette Stadium (Foxboro, MA); SunTrust Park (Atlanta); Staples Center (Los Angeles); KFC Center (Louisville, KY); Barclays Center (Brooklyn, NY)

50% increase in EcoXpert Co-op Funds (1.5%)

Additional EcoXpert Co-op Funds for Master EcoXperts that meet volume thresholds

Technical Training Credits - 6 per year

Priority Access to Acquisition Candidates

50% reduction in Express Order expedite fees for Express Orders

Exclusive Studio360 Discounts for New Licenses (reimbursement of 30% of the cost of up to 10 new licenses)

Exclusive Support Benefits

Assigned Senior Regional Partner Expert

Advanced Product and Solution Support Automatic Escalation on https://NAMPSS.com

Exclusive Recognition Benefits

Executive Sponsorship

Eligibilty for EcoXpert Advisory Board

Priority access to new offer launches

Access to Global EcoXpert Master events & Opportunity to enter Global EcoXpert Awards

Exclusive Sales and Marketing Benefits

Account Team Participation for Cross Business Schneider Electric Accounts

Priority assignment for marketing and strategic account leads

Priority assignment for global account leads

Financial Benefits

Exclusive Benefits for Master EcoXperts Only

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Multiplier Discounts are based on your standing in the EcoXpert program.

Schneider Electric rewards our most loyal Partners with our best pricing. Our goal is to provide your

organization with pricing discounts to build your business and increase your profits. Your continued loyalty to

Schneider Electric and its solutions will add dollars to your bottom line by securing lower pricing and having

access to an array of manufactured and sourced products.

Special Pricing may be available for specific jobs where there is a very competitive situation. Please complete

the appropriate form from iPortal and email it to your Regional Partner Expert for consideration. Requests must

be a minimum of $20K.

Certified and Master EcoXpert partners are eligible for additional discounts towards their multiplier based on their 2019 year end sales volume. The table below reflects the additional discounts that are available.

Partner Level Status Multiplier

Registered Partner Core .267

Certified EcoXpert Preferred .260

Master EcoXpert Exclusive .255

Financial Benefits

2020 Multiplier Discounts

Benefit Description

Partner Level Volume Additional Discount

Registered Partner, Certified and Master EcoXperts

$500K - $999K .005

$1M+ .008

$2M - $2,999,999 .011

Partner Level VolumeBase Multiplier - Volume Multiplier

Final Multiplier

Master EcoXpert $500K - $999K .255 - .005 .250

$1M - $1,999,999 .255 - .008 .247

$2M+ .255 - .011 .244

Certified EcoXpert $500K - $999K .260 - .005 .255

$1M - $1,999,999 .260 - .008 .252

$2M+ .260 - .011 .249

Registered Partner $500K - $999K .267 - .005 .262

$1M - $1,999,999 .267 - .008 .259

$2M + .267 - .011 .256

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Benefit DescriptionMaster EcoXperts earn up to 1.5% of Total 2018 Sales* for Co-op funding.

Certified EcoXperts earn up to 1% of Total 2018 Sales* for Co-op funding.

Click here to access the EcoXpert Co-op Funding Planning and Reimbursement Form. Your Regional Partner Expert will showcase how much you have received during your Q1 Business Review.

Co-op funds can be spent in four different areas:

1. Co-Op Marketing: 50% of the total fund should be spent on Co-op Marketing

2. New Customer Acquisitions: 50% of the total fund should be spent on New Customer Acquisitions for Schneider Electric Manufactured Products. See page 25 for instructions on submitting New Customer Acquisition Funding Requests.

3. Professional Development Training - 50% of the cost of approved courses

4. Partner Employee Recognition Points

*Awarded funds are based upon 2018 EcoXpert earned level and excludes Pelco purchases for co-op funding calculation.

See Appendix 2 to see a comprehensive listing of what is eligible for reimbursement utilizing your EcoXpert Co-op Funding.

Volume Requirement Additional Co-op funding

Master EcoXpert (starting in 2020 these additional funds will become available)

$3M - $3,999,999 0.5%

$4M - $4,999,999 1.0%

$5M - $5,999,999 1.5%

$6M+ 2.0%

EcoXpert Co-op Funding is available for Master EcoXpert and Certified EcoXpert companies to jointly promote our mutual brand, grow sales, and invest in your staff.

Financial Benefits

EcoXpert Co-op Funding

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Discounts on Schneider Electric and Third Party Products

Providing access and discounts to other products will lower your costs and the volume can improve your status in the program.

One of our core benefits is access to other Schneider Electric products as well as those of partners that we work with to help you source products more easily. These product purchases, when purchased through iPortal, allow you to build your purchases through Schneider Electric’s EcoXpert program while enjoying discounts and consolidating your purchases.

Schneider Electric productsAPC: Power Supplies, Relays and Timers, Racks, Smart Ups, Back Ups, Environmental Monitoring for Data Center and IT Environments.

Viconics: Communicating and Non-Communicating Thermostats (Room Controllers), Entire Ecosystem of wireless and wired sensors (Occupancy, Humidity, CO2, Temperature, Water Leak, Door & Window Switches), Zigbee / Modbus to BACnet IP Gateway, Pre-packaged Small and Medium sized facility cloud solutions (HVAC, Lighting, and Metering), and Solid State Relays for line voltage heating solutions.

Pelco: IP/Megapixel Cameras, Analog to IP Encoders, Coaxial and Copper Wire Media Converters, Video Fiber Transmission Products, Analog and IP Camera Enclosures, Analog and IP Enclosure Brackets and Mounts, Industrial Grade Video System Monitors and Brackets, Video Management Software, Video Management Hardware, Specialized Video IP/Megapixel Cameras, Specialized Brackets and Mounts, Remote and On-Site Professional Services for Video Management Systems, Remote and On-Site Training for Video Management Systems

Square D: Molded Case Circuit Breakers, IEC and NEMA rated Contactors and Starters, Variable Frequency Drives, Safety Switches, Disconnects, Transformers, Power Metering Equipment, Relays and Timers, Terminal Blocks, Push Buttons, Operator Interfaces, Limit Switches, Pressure, Vaccum and Float Switches and Enclosures

Veris: Air Quality (CO2, NO2 and CO) Sensors, Current Switches & Transducers, Humidity Sensors & Humidity/Temperature Combination Sensors, Power Meters, Power Metering CTs, Power Metering Gateways, Pressure Transmitters, Relays / Sockets, Temperature Sensors, Flow Meters, BTU Meters, Natural Gas Meters, Leak Detection, Occupancy Switches, DC Power Supplies and AC Transformers

Third Party products:

Crandall Stats & Sensors: Pneumatics and Sensors

Graybar Electric: Enclosures and Heaters

HID: Access Card Readers, Creditials and Supplies, Door Locks

Kele: Enclosures, Flow Meters, Humidity Sensors, IDEC Relays & Components, Lighting, Networking Devices, Power Meters, Pressure Transmitters, Relays/Sockets, Smoke Detectors, Temperature Sensors, Transformers, Valves, etc.

Loytec Americas, Inc: LON Routers

Schlage: Door Locks, Digital Control Systems, Access Cards

Tridium: Software, Licensing and Hardware

Unity Manufacturing: Enclosures

Zenitel USA: Intercoms, Security Products

Benefit Description

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Master and Certified EcoXperts should apply 50% of their EcoXpert Co-op Funds directly towards the acquisition of New Customers!

The New Customer Acquisition Program was created to promote growth in new customers for your business. A new customer is defined as:

• A brand new stand-alone end-user customer

• A competitively bid building with an existing end-user customer

The pre-approval for the application of these funds and the use of these funds must be completed in 2019.

ProcessStep 1: Submission Process for Pre-approval – (requires up to two weeks)

• Partner submits to Schneider Electric RPX and Director for approval

– 2019 Schneider Electric Pricing Tool Form

– New Customer Acquisition Approval Form

Step 2: Reimbursement Process:

• Partner submits to EcoXpertUSA@schneider-electric.com:

– 2019 Schneider Electric Pricing Tool Form

– New Customer Acquisition Approval Form

– Schneider Electric Directors’ email Approval

– Proof of the award for the new customer project

– A copy of the entire Schneider Electric sales order(s) showing all products related to this project, up to the pre-approved amount, have shipped.

The total amount credited for all requests should not exceed 50% of the EcoXpert Co-op funds allocated to your organization for 2019. These funds are available for use towards the purchases of the pre-approved bill of materials within this calendar year only once the proof of the New Customer Purchase Order is submitted for reimbursement.

The link to the New Customer Acquisition Approval Form is Here.

The link to a Sample New Customer Acquisition Approval Form is Here.

The link to the 2019 Schneider Electric Pricing Tool Form is Here.

These funds are to be reimbursed in the calendar year in which they were awarded. In the event that the procurement of the materials for the approved project exceed the fiscal year, co-op funds (if available) from the subsequent year can be used for a previously awarded project.

Financial Benefits

New Customer Acquisition Funds

Benefit Description

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Benefit DescriptionProfessional, Industry Experienced Recruiters working for you.

Schneider Electric’s EcoXpert Recruitment Solution enables our partners to benefit from industry experienced recruiters who will exclusively recruit for our partner community. The Rinker Group will be providing this service to Schneider Electric’s EcoXperts at a preferential pricing. Rinker Group will use a modern approach to hiring, have placement expertise and offer you significant discounts based on your status in the EcoXpert Program.

How does it work?

Step 1: Contact - The Rinker Group by clicking on this link to fill out the request form. An email will be sent to The Rinker Group at candicemcglen@therinkergroup.com and rogerrinker@therinkergroup.com. An initial $1,500 fee will be collected by The Rinker Group as a retainer towards the final fees for each position.

Step 2: Discovery – Once a partner company indicates interest in using these services, a dedicated recruiter will schedule a discovery call with key members of the relevant hiring team to determine needs and other pertinent details for the search. During the discovery call with the hiring manager, The Rinker Group will review with that person and the EcoXpert Principal critical items to ensure mutual success. 1) Best practices for hiring in a candidate market; 2) Hiring pitfalls that will sabotage your candidate pool; 3) Upfront agreement regarding response times; and 4) Access to best-in-class tools such as interview questions, hiring manager training, etc.

Step 3: Design – The recruiter will then determine the best course of action based on your company’s needs. Our recruiters use a number of modern tools and outreach practices including sourcing through social platforms, leveraging local workforce development program and schools, cold calling, and more to tap into a wider talent pool of both active and passive professionals.

Step 4: Delivery – We will deliver a qualified list of candidates and can support the partner company through the interview, offer, and onboarding processes by providing any guidance and needed best practices. We also have job-specific onboarding plans and reviews available for critical positions.

Pricing

Master EcoXpert Partners: 15%

Certified EcoXpert Partners: 18%

Registered Partners: 20%

Percentages are calculated from the base pay of the role to be filled. For sales positions with low base pay or full commission, a $60k base will be applied to calculate the recruitment service rate. The partner will pay The Rinker Group directly for the service.

Exclusive Recruiting Program – $1,500 retainer to initiate search. 50% of fee due at time of offer. 50% due within 30 days of employment minus the initial retainer.

Agreements:

• The EcoXpert Recruitment Team will not recruit from any existing partner staff.

• Previous Schneider Electric staff that applies for positions will be evaluated for eligibility.

• If current Schneider Electric staff applies for positions, The Rinker Group will contact Human Resources to determine the best course of action.

EcoXpert Co-op Funds may be used towards fees paid to The Rinker Group upon placement.

Financial Benefits

Partner Recruitment Solutions

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Financial Benefits

Access to Schneider Electric Tickets Exclusive to Master EcoXperts

Exclusive tickets available through Schneider Electric

Your Regional Partner Expert is able to view and request company tickets on your behalf.. Schneider Electric has a limited number of event tickets available. These tickets are for strategic client entertainment and while we try to accommodate all our requests, availability cannot be guaranteed until one month prior to the event date. All requests will be reviewed, vetted and approved by the Schneider Electric Ticket Manager. The Master EcoXpert partner’s EcoXpert Co-op Funding will be used to provide this benefit.

Ticket Request & Approval Process

1. Request should be submitted at least 1 1/2 months prior to the event.

2. Decisions will be made approximately one month prior to and event date.

3. Please do not invite customers until you have received confirmation of your ticket approval.

4. Tickets and/or parking passes will be distributed via email or hard copy dependent upon venue.

5. Your Regional Partner Expert will be your liaison for requesting and managing the ticketing process on your behalf.

Benefit Description

Ticket Opportunities by Venue

T-Mobile Arena, Las Vegas, NV

MGM Las Vegas, NV

Gillette StadiumFoxboro, MA

Gillette StadiumFoxboro, MA -

Concerts

Shedd AquariumChicago, IL

SunTrust Park Atlanta, GA

Barclays Center (NY), Staples

Center (LA), KFC Center (KY)

• Up to 16 tickets available in private suite

• F&B available at an additional cost

• Up to 4 VIP Parking Passes

• A Schneider Electric host is required at this venue

• Up to 16 tickets available in private suite

• F&B available at an additional cost

• Up to 4 VIP Parking Passes

• A Schneider Electric host is required at this venue

• Up to 4 club level seats

• 8 person maximum for Patriot’s football games

• Complimentary parking passes may be available

• Food and Beverage is included

• A Schneider Electric & Patriots gift is included

• 12 ticket minimum required to open suite with a 28 person capacity

• Parking passes and tickets are available dependent upon the event. Food & Beverage available at a additional cost

• Complementary VIP passes available

• 4 Delta Sky360 Club Tickets for Braves home games

• F&B included, alcohol is not

• 1 VIP parking pass

• Tickets available in increments of 2 or 4 across 3 venues

• A Schneider Electric host is required at this venue

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IP Based Buildings Systems Network from Schneider Electric and Cisco (A cybersecure and efficient network technology solution)

Benefit DescriptionSecure, IP-based building systems network

EcoStruxure™ Building delivers an innovative end-to-end IP solution, from the management level to its connected products. To help bridge the OT and IT worlds and maximize the connectivity in smart buildings, Schneider Electric and Cisco have joined in a technology solution partnership. Together, these two companies have developed tested- and validated-designs that provide additional confidence to our EcoXpert™ and other partners that new SmartX IP Controllers will securely connect to an IP network with a resilient architecture that is easy-to-manage.

The Schneider Electric-Cisco Advantage

Schneider Electric is leading the digital transformation of energy management and automation, making it possible for modern IoT-enabled solutions to seamlessly connect, collect, analyze, and act on data in real time— delivering enhanced safety, efficiency, reliability, and sustainability. Cisco is laying the foundation for the next generation of digital buildings by converging standalone systems into one IP platform. Together, these companies are driving major advances in making smart buildings the standard.

Technology Partnership Benefits and Features

Schneider Electric and Cisco have extended their Solution Technology Integrator agreement to qualified EcoXperts, providing several benefits. Once an EcoXpert creates a Cisco account, they will participate in specialized training and certification programs, which qualify them as “Cisco Select” or higher-level partners. As such, Partners gain access to Cisco wholesalers/distributors and may sell select products identified in the joint offer directly to their own customers.

Partners benefit from simplified and predictable pricing at attractive discounts on Cisco products (from 56% to 62%, plus an incentive of up to 6% on qualified new deals), including Industrial Ethernet Switches, Catalyst Switches, Industrial Network Director (IND) software, and more. Best of all, the solution has been tested and validated to work upon deployment within the EcoStruxure Building architecture, saving you valuable time and resources.

These five simple steps are required to get started and participate in this exciting opportunity:

Step 1 - Create a Cisco ID (CCO ID) for your company and associate the CCO ID with Schneider Electric.

Step 2 - Enroll for the Solution Technology Integrator (STI) Extension, which provides access to the program as well as Cisco partner tools and training.

Step 3 - Complete specialized Certification and Training programs to become a Cisco Select Partner (or higher).

Step 4 - Register your deals and opportunities in the Cisco Commerce Workspace (CCW).

Step 5 - Purchase Cisco products at attractive discounts from regional Cisco authorized wholesalers.

For more information on these five steps and links to Cisco resources can be found on The Exchange extranet.

https://ecobuilding.schneider-electric.com/

Please note that these purchases are not included as part of the Ecoxpert Program calculations.

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Our Annual Celebration of your success.

Benefit DescriptionAll Master and Certified EcoXpert companies are eligible to win an exclusive trip* for two hosted by our Schneider Electric Buildings President

Winners will be the Top Ten EcoXperts.

Criteria:

1. Eight winners are selected on highest year-over-year percentage of growth in 2019 over 2018.

2. Two winners are selected on top volume + year-over-year growth.

*Airfare, lodging, and meals are complimentary

Partner Recognition

President’s Trip

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Locator Maps

Benefit DescriptionOur partner locator enables end users, value chain players and other partners to find EcoXperts on the Schneider Electric websites.

It provides information on your EcoXpert Badge level, the solutions that you are contracted for, as well as your specializations in Healthcare, Data Center and Building Advisor Services.

Global EcoXpert Locator Click Here

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Benefit DescriptionYour EcoXpert Co-op Funds can be consumed by your organization for co-op marketing expenses, new customer acquisitions, professional development training expenses, or those funds can be transferred to your staff in the form of points to reward them.

The Rewards portfolio consists of:

• Brand Name Merchandise

• 6,000 + different reward options

• 90% of rewards ship within 24 hours

• Gift Cards

• 130 retailers (physical gift card)

• 100 e-retailers

• Digital awards featuring books, music and movies

• Digital downloads and services

• Individual travel award opportunities

EcoXperts may also earn reward points for developing co-branded written success stories and/or videos with the Schneider Electric marketing team, attaining a EcoXpert Healthcare, Data Center or Building Advisor Services Specialization status, participation in the EcoXpert Advisory Board, Technical Council and Product Councils, co-branding their staff, vehicles and website in accordance with the EcoXpert co-branding guidelines, or more.

EcoXpert employees, with authorization from their leadership, may also earn reward points for their attendance and participation in Technical Forums, Hack-a-thons, gaining “Certified Contributor” status on The Exchange Community by actively contributing to the Technical Knowledge Base or by attaining Expert technical standings.

Partner Recognition

Partner Employee Rewards Program Coming in 2019

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EcoXpert Advisory Councils - You are the Experts and this is our Shared Community

By Invitation only, our Certified and Master EcoXperts are eligible to participate in the EcoXpert Councils listed above, however, only Master EcoXperts can be selected as part of our Advisory Board. Master EcoXperts will be given priority on all Product and Technical Councils. Over time, our members will rotate based on their bandwidth. Prioritization will go to the Master EcoXperts.

You are invited to share your expertise and influence the trajectory of Schneider Electric

products, innovations, technology and our market presence.

Benefit Description

Collaboration. Education. Exposure

EcoXpert Advisory Board - This committee is created for the purpose of working with Schneider Electric to advise on matters that directly concern the EcoXpert Program, Schneider Electric products and product roadmaps, end user customers trends and overall market trends.

EcoXpert Product Council - We welcome you to participate in strategic discussions with Schneider Electric’s Research and Development team. This allows our EcoXperts to share with R&D what your customers are asking for, challenges that need to be fixed, access to early roadmaps and the ability to shape roadmaps. You have a voice in where to take the product next.

EcoXpert Technical Council - We welcome you to participate in hands on discussions and collaboration with our collective top engineers. The purpose of the council is to ensure best in class solutions through input on product install and use requirements, as well as needs and prioritization related to efficiency, standard applications, processes, and tools. The members of this engineering forum may opt to participate in beta testing of our solutions.

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Be an advocate for the EcoStruxure Building Operation solution by working with our Consultant Engineering Solution Architect Team to build a strong group of consultants in your geography that include this offer in their specifications. Enable your consultants to use the Spec Designer Tool to build their specifications.

Why work with the Consultant Engineering Solution Architect Team?

• Generate demand for the EcoStruxure Building Operation solutions in your geography

• Develop future advocates of your organization and the EcoStruxure Building Operations solution

• Grow the understanding in the industry of how the Internet of Things (IoT) will affect Building Management

• Improve your sales team’s overall understanding of the future of the BMS world

• Enhance your relationships with consultants and specifiers by delivering targeted lunch and learns

• Accelerate the rate of adoption of EcoStruxure Building Operation with your existing customers

• Utilize the talent of this team in speaking, teaching or learning engagements

• Help your consultants earn Professional Development Credits (PDH)s through learning opportunities

Influencing the specifications in our industry is an important role that both Schneider Electric and our EcoXpert partners play. Schneider Electric has a Consultant Engineering Solution Architect team whose sole focus is to work with consultants as they develop their specifications for projects.

Benefit Description

Pre-Sales and Post-Sales Support

Access to Consultant Engineering Solution Architects

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Be an adopter of Studio360 Design and Engineering Tools

It is Schneider Electric’s intention to share with our Partner companies tools to enable them to be more effective in the execution of their projects. We have adopted the Studio360 platform to make this possible. We are requesting that all Partner companies adopt this platform as a standard for their Design and Engineering. Training Credits and EcoXpert Co-op Funds can be used to pay for field training on Studio360.

Standardize, simplify & streamline your most valuable asset...your knowledge

• Leverage Schneider Electric standards, support and best practices.

• Magnify your own knowledge along with Schneider Electric on every project.

• Gain productivity and consistency with repeatable, pretested, packaged system designs for delivery in less time.

• Gain efficiency by automating, accelerating, and reducing estimating efforts as well as reducing the sales team’s learning curve.

• Leverage free, tested, validated and documented solutions created by Schneider Electric experts.

• Improve gross margin, technical value and employee productivity.

• Certified and Master EcoXperts can benefit from reimbursements for new licenses. Send copies of those receipts and request reimbursement to EcoXpertUSA@schneider-electric.com.

Click here to see a demo!

Studio360 Suite of Engineering Tools provides a business process through a project’s life cycle to improve quality, efficiency, productivity and consistency. It offers complete life cycle support from Marketing through Services.

Benefit Description

Pre-Sales and Post-Sales Support

Studio360 Suite of Engineering Tools

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EcoXpert Support Team

All Master and Certified EcoXperts have a dedicated Account Representative who can

help with your Schneider Electric related questions.

Account Representative Contact InformationPhone number: (800)-464-5816

Email address: EcoXpert.CCC@Schneider-Electric.com

Benefit DescriptionAs an EcoXpert, your organization will enjoy the benefits of the EcoXpert Support Team. We developed this team to resolve key pain points for our Certfied and Master EcoXperts.

Your Schneider Electric inquiries may include, but are not limited to:

Part Selection

• Pricing & availability for parts

• Locate product information

• iPortal support

• Obsolete part recommendations

Order Management

• Verify ship dates on orders

• Locate invoices

• Verify credit memo(s) status

• RMA requests/status

Miscellaneous

• Repair part services

• Replacement part services

• Support on our on-line tools

• And more ...

Those who contact Customer Care or have Schneider Electric related questions will find this team beneficial. Your participation and feedback is vital to the success of this team.

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Click Here

Access to all training begins on The Exchange where we have consolidated all the technical, solution and professional development for your staff.

Benefit in Action

Pre-Sales and Post-Sales Support

Training - The Exchange

Benefit DescriptionLog into The Exchange > Support >Educational Services USA to find:

• Knowledge Reinforcement Sessions - monthly webinars with the latest in sales and technical topics ranging from 30 minutes to 1 1/2 hours.

• Quick Help Videos - youTube style videos for technical help that range from 3 to 15 minutes.

• Class Schedule Snapshots

• Training Aid Programs - Lunch and Learn Style 1-hour Kits on a particular topic including a facilitator guide, video, questions and answers for discussion, and a link to a quiz for training credits in My Learning Link.

• Where to register for training classes

• Professional Development and Educational Services course catalogs and learning paths.

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Pre-Sales and Post-Sales Support

NAM Advanced Product Support using https://NAMPSS.com

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Advanced Technical Support

Research known issues

Connect to knowledge base resources

Identify critical sites faster; escalate accordingly

Document FAQs

Identify Product Documentation gaps

Escalation:

Escalation to expert level Global PSS when appropriate

Master EcoXperts have the ability to submit cases directly to Global PSS when appropriate.

Web Portal: https://www.nampss.com

Phone: (888) 444-1311 Press 4, then 2

Hours of Operation: 7:30 a.m. – 4:30 p.m. M-F Central

Requesting support via https://nampss.com portal is preferred vs. phone or email

- Faster Response

- Expedited Routing

- Knowledgebase suggestions after entering your case title

- Request Emergency Support

- Access to self-service hotfix

- Consolidation point downloads for Certified and Master EcoXperts

Benefit in ActionMaster EcoXpert companies enjoy immediate escalation through the new on line Product Support website.

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Engineering Efficiency Tools

Engineering Efficiency tools are designed to make all partners more efficient and thus more profitable when designing, engineering and commissioning projects.

Benefit DescriptionBMS Partners enjoy free access to a set of dedicated tools, designed to be used in harmony for a maximum engineering efficiency:

• AET (Automated Engineering Tool)

– Visualize, test and troubleshoot EcoStruxure Building Operation applications

– Build and share key application libraries and complete templates. Quickly duplicate similar applications

– Reuse, edit and modify proven applications and save as your own local standards

– Generate wizards to allow users to configure their own applications

• PCT (Project Configuration Tool)

– Used in conjunction with the AET to gain maximum end to end engineering efficiency

– Create and engineer projects in a virtual environment

– Design, model, program and analyse at your office at your convenience

– Eliminates the need for hardware while designing your system

– Spend less time at the customers site by deploying a fully configured and tested system

• Custom Types

– A feature of EcoStruxure Building Operation 2.0 platform

– Enables you to program a single application for multiple standard systems

– Eliminates the need for redundant programming or changes

– Reduces software programming labor costs

• Mobile Commissioning Tool

– Wirelessly connects to controllers before the system network is installed via your mobile phone, tablet or computer

– Simplifies a commissioning engineer’s ability to commission and test the equipment.

– This includes an air balance mode which allows test and balance to perform their work without the need of a system integration partner, they can just download the app themselves

– Reduces field labor costs

• VAV Self Check Out Standard Application

– A standard application for a VAV box that automates its own commissioning and check out by allowing you to commission by exception

– Reduces field labor costs

• Mobile Device Readiness using Responsive Web

– A feature of EcoStruxure Building Operation 2.0 platform

– Incorporates the ability to self-scale graphics and user screens eliminating the need to create separate views by use type (phone, desktop, kiosk, wall monitor)

– Reduces programming labor costs

• Standardized Application Library

– Starter library of standard applications built for common systems for use as-is, or as a template to build on.

– Each standard application is built using a common set of programming components

– Reduces programming and graphics costs

– Improves your quality from consistency of design

• “SENSE” website

– Join the on-line engineering community and learn more about the national standard applications at our Schneider Electric National Standards for Efficiency

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Pre-Sales and Post-Sales Support

EcoBuilding Application Center of Excellence

Access to Experts that can supplement or enhance your staff’s capacity or competency:

Benefit in ActionResources available:

• Executive Project Managers

• Hardware Design Engineers

• Software Design Engineers

• Graphics Designers

• Custom Application Developers

• Custom Integration Developers

• Network Engineers

• Cybersecurity Experts

• EcoStruxure Product Specialists

Types of Support and Services:

Pre-Sales Support

• Sales Application Support

• Estimate, Proposal, RFP/RFQ Support - (for jobs over $1M and with 30 days notice)

• Cybersecurity Compliance Considerations - Design to include secure site and system architectures, policy, process & procedure creation, FEED study, and co-engineering design

• Integrations to EcoStruxure Building Operation – Smart Connectors and applications such as integrations to real time location alarming (RTLS) and computer maintenance management integration (CMMS) systems.

Engineering

• System Analysis Support - end user discovery, system analysis, system architecture, and system roadmap development

• Network & Design Services - IP infrastructure design assistance, server configuration, IP hardware selection assistance and proxy, firewall, DMZ, and VPN configurations

• Hardware Design - submittal development, hardware selection, network layout, component selection and bill of materials development

• Software Design - review customer approved sequence of operation, develop script programming, develop function block programming, validate sequence of operation, and start up support

• Custom Applications Development - database storage and management, data processing, reporting and analysis, management information systems, and special functions and utilities

• Custom Integration Development - alarm sharing, big data storage and reporting, 3rd party control systems, 3rd party data management systems, and 3rd Party video management systems

• Graphics Development Services - Full BAS graphic package, custom 3D/2D graphic development, custom animation and scripting, floor plan graphics, point-to-graphic binding, and graphic binding templates

Execution Support

• Project Support - Upgrade support, transition support, project design, project deployment, partner first project support and critical site project support.

• Cybersecurity - Vulnerability assessment asset discovery, inventory and management strategy, security level evaluation, cybersecurity program gap analysis, HW/SW procurement policy, process & procedures, configuration & system hardening, solution integration, knowledge transfer, security device management, unified threat management, security systems management, SIEM solution management, cybersecurity awareness, incident response, vulnerability testing, risk assessments, system upgrades, security patches

• Project Management - Executive project management, project resource planning, monitoring and controlling. pre-sales project plan support, 3rd party project audit/status, CPP.b compliance, and Studio360 tools & standards compliance, site supervision

1. What does it cost? - Fee-based, some exceptions - Fixed pricing - Meet or improve quoted time lines

2. How to Engage - Complete online form at https://www.nampss.com/apps_request.php

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Success Stories Publications

Benefit DescriptionEcoXpert companies can have their success stories published in the following media:

• Schneider Electric blog

• Schneider Electric website

• Schneider Electric social media pages

• Schneider Electric press releases

• Schneider Electric YouTube

Benefit in Action Publication process:

1. Choose a successful project.

2. Obtain consent sign off from the end-customer.

3. Coordinate your end user customer interview.

4. Schneider Electric’s PR team will write the article or shoot the video and provide you and your end user customer the ability to review and request modifications until final sign off.

Examples of Success Stories

Schneider Electric Website Nemours Children’s Hospital

Schneider Electric Bloghttp://blog.schneider-electric.com/building-management/2016/03/22/how-does-this-new-swimming-facility-use-so-much-less-energy

Schneider Electric Videos

Davis School

The Edge - Deloitte in Amsterdam

The Hurricanes’ Microclimate - Presented by Schneider Electric and PNC Arena

Boston Scientific - EcoStruxureTM Building Advisor – Managed Services analytic capabilities

Schneider Electric Case Study

Allagash Brewing Company Customer Success Story

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Invitation to Local EcoXpert Innovation Days

Local (or Regional) EcoXpert event to position you at the forefront of the program and connected to the EcoXpert community.

Benefit Description

Benefit in Action

All partners are invited to local (or regional) events delivering:

• Networking with Schneider Electric & EcoXpert community

• Workshops and conferences

• New offers and solutions

• Experience and success stories sharing

• Awards

Each EcoXpert company Managing Director will receive an invitation email stating:

• Dates

• Location

• Agenda

• Registration process & attendance confirmation deadline

EcoXpert events are two-way exchanges between Schneider Electric and our EcoXpert networks through:

• Workshops

• Plenary sessions

• Marketplace

EcoXperts will be informed at least 2 months before the event takes place.

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Access to Global EcoXpert Master Events & Opportunity to Enter Global EcoXpert Awards

Access to Global EcoXpert Master Events & Opportunity to Enter Global EcoXpert Awards

Benefit DescriptionEcoXpert Master companies are invited to an exclusive partner event: The Global EcoXpert Masters Conference

Those events are aimed to make Master EcoXperts an active part of extended Schneider Electric Marketing and R&D community

• Business building workshops

• Strategy and roadmap reviews

• Exploration of technology changes with R&D Teams

• Experience sharing between peers and Marketing and R&D team

Why should a Master EcoXpert company attend these events:

• Gain unique connections with Schneider Electric and EcoXpert community

• Get recognition for achievements, and compete for Global EcoXpert Awards

• Learn and be inspired from other EcoXpert best practices

• Networking with global peers

Benefit in ActionHow will an EcoXpert company be informed about the event?

• The EcoXpert company will receive a personal email invitation stating the date, location and registration process of the event

• The event will typically be hosted in a Schneider Electric location central to the research & development teams for the badge specific offers

• The EcoXpert will be informed at least 2 months before the event takes place

Attendance

• The attendance must be confirmed as per the deadline mentioned in the invitation

Eco

Xp

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efit

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Sales and Marketing

EcoXpert Co-branded Marketing Materials on the mPortal

Benefit DescriptionEcoXpert companies have access to the following EcoXpert co-branded assets, using the mPortal website.

Once authorized, EcoXpert companies can create templated assets to allow them to market themselves and the EcoXpert brand.

• Designs available:

– Email signatures

– Banner stands/roll up banners

– Tradeshow booth panels

– Posters

• Tip, Trick and other Resources

Benefit in ActionHow to access these assets?

• All partners have access to a co-branded website to download and order called mPortal.

• mPortal allows you to upload high resolution images of your logo into pre-existing templates and order it online.

• Link to site (Click here for Link to mPortal)

• Additional marketing resources are also available on the mPortal site to aid you in event preparation.

• For mPortal related questions or access related issues, contact EcoXpertUSA@schneider-electric.com

Copyrights and Logo property

• Schneider Electric commits to protect all EcoXpert company data.

• The EcoXpert company commits to protect all Schneider Electric company data.

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artner Certified

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Partner E

coXp

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Appendix

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Appendix 1 - Metropolitan Statistical Areas - 2017**1 New York-Newark-Jersey City, NY-NJ-PA 52 Grand Rapids-Wyoming, MI 103 Youngstown-Warren-Boardman, OH-PA

2 Los Angeles-Long Beach-Anaheim, CA 53 Tucson, AZ 104 Fayetteville-Springdale-Rogers, AR-MO

3 Chicago-Naperville-Elgin, IL-IN-WI 54 Tulsa, OK 105 Portland-South Portland, ME

4 Dallas-Fort Worth-Arlington, TX 55 Fresno, CA 106 Lexington-Fayette, KY

5 Houston-The Woodlands-Sugar Land, TX 56 Urban Honolulu, HI 107 Santa Rosa, CA

6 Washington-Arlington-Alexandria, DC-VA-MD-WV 57 Bridgeport-Stamford-Norwalk, CT 108 Lafayette, LA

7 Miami-Fort Lauderdale-West Palm Beach, FL 58 Worcester, MA-CT 109 Pensacola-Ferry Pass-Brent, FL

8 Philadelphia-Camden-Wilmington, PA-NJ-DE-MD 59 Omaha-Council Bluffs, NE-IA 110 Lansing-East Lansing, MI

9 Atlanta-Sandy Springs-Roswell, GA 60 Albuquerque, NM 111 Port St. Lucie, FL

10 Boston-Cambridge-Newton, MA-NH 61 Greenville-Anderson-Mauldin, SC 112 Reno, NV

11 Phoenix-Mesa-Scottsdale, AZ 62 Bakersfield, CA 113 Visalia-Porterville, CA

12 San Francisco Oakland Hayward, CA 63 Albany-Schenectady-Troy, NY 114 Myrtle Beach-Conway-North Myrtle Beach, SC-NC

13 Riverside-San Bernardino-Ontario, CA 64 Knoxville, TN 115 Springfield, MO

14 Detroit-Warren-Dearborn, MI 65 McAllen-Edinburg-Mission, TX 116 Asheville, NC

15 Seattle-Tacoma-Bellevue, WA 66 New Haven - Milford, CT 117 Huntsville, AL

16 Minneapolis-St. Paul-Bloomington, MN-WI 67 Oxnard-Thousand Oaks - Ventura, CA 118 Corpus Christi, TX

17 San Diego-Carlsbad, CA 68 El Paso, TX 119 Santa Maria-Santa Barbara, CA

18 Tampa-St. Petersburg-Clearwater, FL 69 Allentown-Bethlehem-Easton, PA-NJ 120 York-Hanover, PA

19 Denver-Aurora-Lakewood, CO 70 Baton Rouge, LA 121 Vallejo-Fairfield, CA

20 Baltimore-Columbia-Towson, MD 71 Columbia, SC 122 Killeen-Temple, TX

21 St. Louis, MO-IL 72 North Port-Sarasota – Bradenton, FL 123 Shreveport-Bossier City, LA

22 Charlotte-Concord-Gastonia, NC-SC 73 Dayton, OH 124 Salinas, CA

23 Orlando-Kissimmee-Sanford, FL 74 Charleston-North Charleston, SC 125 Fort Wayne, IN

24 San Antonio-New Braunfels, TX 75 Greensboro-High Point, NC 126 Salem, OR

25 Portland-Vancouver-Hillsboro, OR-WA 76 Stockton-Lodi, CA 127 Brownsville-Harlingen, TX

26 Pittsburgh, PA 77 Cape Coral, Fort Myers, FL 128 Reading, PA

27 Sacramento--Roseville--Arden-Arcade, CA 78 Little Rock-North Little Rock-Conway, AR 129 Mobile, AL

28 Las Vegas-Henderson-Paradise, NV 79 Colorado Springs, CO 130 Beaumont-Port Arthur, TX

29 Cincinnati, OH-KY-IN 80 Boise City, ID 131 Manchester-Nashua, NH

30 Kansas City, MO-KS 81 Akron, OH 132 Flint, MI

31 Austin-Round Rock, TX 82 Lakeland-Winter Haven, FL 133 Salisbury, MD-DE

32 Columbus, OH 83 Winston-Salem, NC 134 Anchorage, AK

33 Cleveland-Elyria, OH 84 Ogden-Clearfield, UT 135 Canton-Massillon, OH

34 Indianapolis-Carmel-Anderson, IN 85 Syracuse, NY 136 Gulfport-Biloxi-Pascagoula, MS

35 San Jose-Sunnyvale-Santa Clara, CA 86 Madison, WI 137 Savannah, GA

36 Nashville-Davidson--Murfreesboro--Franklin, TN 87 Deltona-Daytona Beach-Ormond Beach, FL 138 Fayetteville, NC

37 Virginia Beach-Norfolk-Newport News, VA-NC 88 Des Moines-West Des Moines, IA 139 Tallahassee, FL

38 Providence-Warwick, RI-MA 89 Wichita, KS 140 Davenport-Moline-Rock Island, IA-IL

39 Milwaukee-Waukesha-West Allis, WI 90 Springfield, MA 141 Eugene, OR

40 Jacksonville, FL 91 Provo-Orem, UT 142 Trenton, NJ

41 Oklahoma City, OK 92 Toledo, OH 143 Montgomery, AL

42 Memphis, TN-MS-AR 93 Augusta - Richmond County, GA SC 144 Naples-Immokalee-Marco Island, FL

43 Raleigh, NC 94 Palm Bay-Melbourne-Titusville, FL 145 Peoria, IL

44 Richmond, VA 95 Jackson, MS 146 Ann Arbor, MI

45 Louisville/Jefferson County, KY-IN 96 Harrisburg-Carlisle, PA 147 Hickory-Lenoir-Morganton, NC

46 New Orleans-Metairie, LA 97 Durham-Chapel Hill, NC 148 Huntington-Ashland, WV-KY-OH

47 Hartford-West Hartford-East Hartford, CT 98 Spokane-Spokane Valley, WA 149 Ocala, FL

48 Salt Lake City, UT 99 Chattanooga, TN 150 Fort Collins, CO

49 Birmingham-Hoover, AL 100 Scranton, PA 151 Kalamazoo-Portage, MI

50 Buffalo-Cheektowaga-Niagara Falls, NY 101 Modesto, CA

51 Rochester, NY 102 Lancaster, PA

**For partners with multiple locations, the MSA that we will be used to designate your MSA will be the highest MSA amongst the locations operated by the partner.

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Appendix 2 - EcoXpert Co-op Funding

1. New Customer Acquisition Program Yes

2. Professional Development Training Classes (50% of course cost only)

Schneider Electric recommended Professional Development courses 50% of the cost

Schneider Electric recommended Leadership Training 50% of the cost

Schneider Electric recommended Management Training 50% of the cost

Studio360 Suite Training 50% of the cost

Access Expert Training No

Square D VFD Training No

EcoStruxure Power Monitoring Expert (formerly Power Manager Expert) Training No

3. Partner Employee Recognition Program Yes

4. Co-op Marketing

Boston One Campus Visits for Executive Meetings (customer or influencer) coordinated by SE Sponsor (or Lake Forest, CA, Carollton, Texas or St Louis Technology Center Locations)

Yes

Strategic Entertainment with Schneider Electric Tickets (Masters Only) Yes

Transportation (airfare, car rental) Yes

Entertainment No

Lunch Yes

Lodging (at SE discounted hotels) Yes

Dinner No

EcoXpert Co-Branded Consulting Engineering Lunch and Learns Yes

Meeting Space (if rental is required) Yes

Food Yes

Co-Branded Case Studies & Project Profiles Yes

Industry Organization Participation

Participation in specific industry organizations such as BOMA, ASHE, APPA, ASIS, ASHRAE, locally, regionally and nationally to include sponsorships of events (no alcohol related nor golfing are eligible)

Yes

Annual Membership Fees 50% of the cost

EcoXpert Co-Branded Advertisement Insertion to member organization newsletter Yes

Co-Branded Trade Show Exhibition *** exhibition costs only Yes

Trade Show Booth Rental, Carpeting, chairs, etc Yes

Booth Registration Costs Yes

Rental costs for EcoXpert Banner Stands, Table Cloth, Literature, etc from mPortal website rental program

Yes

Lead Retrieval Devices (for scanning contact info) Yes

EcoXpert Co-Branded Advertisement Insertion into conference magazine Yes

Recruiting Fees paid to The Rinker Group as part of the EcoXpert Program for successful candidate placements

Yes

There are four ways to utilize your EcoXpert Co-op Funding.

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Educationally based Co-Branded Open Houses and Technology Seminars. Golf, fishing, racing, tail gate events, are not eligible - those are considered entertainment

Yes

Rental of tents, chairs, etc Yes

Food & Beverage*** alcoholic beverages are not reimburseable Yes

Entertainment (DJ, Band) No

Meeting Space Yes

Audio / Visual Yes

Co-Branded EcoXpert Trinkets Yes

Co-Branded EcoXpert Invitations Yes

Production of EcoXpert Co-Branded Materials – use EcoXpert Co-Branding Templates available on the mPortal site or be approved in advance by Schneider Electric Marketing at EcoXpertUSA@schneider-electric.com

Yes

Co Branded Solutions Brochures Yes

Co-Branded Electronic Signature Yes

Co-Branded Vehicle Decals with EcoXpert Logo Yes

Co-Branded Advertisement Yes

Co-Branded Trade Show Booth Yes

Co-Branded Banner Stands Yes

Co-Branded Case Study Yes

Co-Branded Uniforms Yes

Co-Branded Print Advertising Yes

Co-Branded Direct Mail (for events/trade shows) - including list acquistion, production and mailing expenses

Yes

Co-Branded Radio Advertisements - including script design/review, time on the air Yes

Demonstration Materials to promote EcoStruxure Building Operation (formerly known as SmartStruxure) offer

Yes

EcoStruxure Building Operation Demo Equipment for Office or Training Room Yes

Installation of Building Advisor in the EcoXpert company’s building with the intention of using the facility as a demonstration site for potential customers.

Yes

EcoStruxure Access Expert/Feenics Demo Equipment No

Square D Demo equipment No

Non Schneider Electric Demo equipment No

EcoStruxure Energy Expert (formerly Power Manager) Demo equipment Yes

Demo Case - EcoStruxure Building Expert (formerly SmarStruxure Lite) (SSL-CASE-EI4-BE1) Yes

Digital Support** requires coordination with Schneider Electric Marketing Team

Web Banner Style Advertising Yes

Co-Branded Newsletter Advertisement Yes

Co-Branded Webinar hosted by a magazine or organization Yes

Website Design to rework Schneider Electric content and branding Yes

Co-branded uniforms, vehicle branding, trinkets, invitations, print advertising, newsletters, direct mail programs all require either a photo or a copy of the materials designed as part of the reimbursement process.

Demo equipment requires Director approval, a copy of the Schneider Electric invoice, as well as a photo of the installed product in the office of the EcoXpert partner.

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Appendix 3 - EcoXpert Healthcare Specialization Course: BLDSALI0234004

Sales segment and services certifications are available to all partners but are required of our Master EcoXperts.

Segment and services certifications enable your organization access to additional Schneider Electric

resources and tools to assist you in these unique markets.

EcoXpert Healthcare Sales Certification

• Designed to improve Healthcare Industry knowledge of Schneider Electric value propositions and enable partners to drive accelerated growth with hospital and healthcare system customers. Participants will gain specific knowledge and values expected for healthcare solutions, healthcare-specific software demonstration capabilities, and other useful tools.

• The intended attendee for this course is the Lead Salesperson that has been identified as the Healthcare Champion, and has at least intermediate familiarity with the Healthcare industry.

• While this course is salesperson focused, it may also be appropriate for a person functioning as “technical sales support” to attend.

Objectives

Upon successful completion of this course, the student will be able to:

• Assist in new customer acquisition, new platform transition, and services growth.

• Be knowledgeable on the core values of the Healthcare industry.

• Understand the Schneider Electric Healthcare value propositions.

• Apply Schneider Electric product solutions and services to their customers’ needs in both new business pursuits and existing customer transition opportunities.

• Develop new Healthcare customers more effectively and be recognized as a Healthcare Subject Matter Expert.

• Leverage the Healthcare Schneider Electric Sponsorship Program of ASHE.org to grow their business.

• Assume the leadership role for a Schneider Electric focused vertical segment as the Healthcare Champion for their business.

• Use the Day in the Life, HL7, and Adaptiapp Healthcare demos to effectively show those Healthcare solutions and the possibilities.

• Know who to ask for Technical assistance vs Sales assistance with Healthcare opportunities.

• Identify and ask effective questions that will help determine the best solution for the customer and maximize the value chain opportunity.

• Identify a plan for becoming a Local ASHE Chapter member.

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Appendix 4 - EcoXpert Data Center Specialization Course: BLDSAL10234009

EcoXpert Data Center Sales Specialization

• This course is the centerpiece of the EcoXpert Data Centers Certification and is intended for sales and technical sales persons that have been identified as the data center champion for a partner. Designed to improve data center industry knowledge of key Schneider Electric value pr opositions, this course will enable attendees to drive accelerated growth with data center customers. Participants will leave with specific industry knowledge and values expected for data center solutions, data center-specific software demonstration capabilities, and other tools useful in growing their data center business.

• The intended attendee for this course is the Lead Sales and Technical persons that have been identified as the Data Center Champion, and have at least intermediate familiarity with the data center industry.

• While this course is technical sales and solution value focused, it is recommended that technical-sale persons attend.

Prerequisites

• Partner organization.

– Is EcoStruxure Building Operation Certified.

– Has an Data Center Business Plan that includes:

• Sales Targets

• Installed Base

• Proactive target account development

• Proactive Mechanical Electrical Consultant (MEP) strategy and engagement

• Collaboration with other Schneider Electric business units as appropriate

– Commitment to help ensure S2C customer registration is complete and accurate

Attendee

– Is EcoStruxure Building Operation Sales Certified or EcoStruxure Building Operation Engineering Certified

– Is a designated Data Center Resource

– Is identified as the Data Center champion for their business/office.

Objectives

Upon successful completion of this course, the student will be able to:

• Assist in new customer acquisition, new platform transition, and services growth.

• Be conversant and knowledgeable on the core values of the Data Center industry.

• Understand the Schneider Electric Data Center value propositions.

• Apply Schneider Electric product solutions and services to their customers’ needs in both new business pursuits and existing customer transition opportunities.

• Develop new Data Center customers more effectively and be recognized as a Data Center Subject Matter Expert.

• Assume the leadership role for a Schneider Electric focused vertical segment as the Data Center Champion for their business.

• Know who to ask for Technical assistance vs Sales assistance with Data Center opportunities.

• Identify and ask effective questions that will help determine the best solution for the customer and maximize the value chain opportunity.

Schneider Electric

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EcoXpertUSA@schneider-electric.com V14 EcoXpert BMS 2019 Version - September 2018

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