PMI 2015 Conference Fernando Fernandez,2015 PMI President and - - PowerPoint PPT Presentation

The Future of Water: Wins, Woes and Worries PMI 2015 Conference

Fernando Fernandez,2015 PMI President and Director of Codes and Standards, TOTO USA

GENERAL MEMBERSHIP MEETING

5.1 Call To Order and Opening Remarks 5.2 Announcements

88% REGISTERED MEMBER ATTENDANCE

30 of our 34 PMI member companies are here!

ATTENDANCE OVERVIEW

• 85 PMI Member company representatives

First Time Attendees – 18

• Speakers and VIP Guests - 20
• Prospective Members – 9
• New Committee Chairs - 6
• Press – 3
• Consultants and Staff – 11

128 Total Attendees

NEW MEMBERS WELCOME!

• Franke
• Similor AG
• Viega LLC

FIRST-TIME ATTENDEES

• Tom Achtziger, Moen, Inc.
• Krishna Arkalgud, Fluidmaster, Inc.
• Derek Bower, Viega LLC
• Lenora Campos Ph.D, TOTO USA
• Jason Clark, Hansgrohe, Inc.
• Jaci Evers, American Standard, Inc.
• Mark Fasel, Viega LLC
• Rob Furioso, Symmons Industries, Inc.
• Christian Geisthoff, Viega LLC
• Scott Kay, BrassCraft Manufacturing Company

FIRST TIME ATTENDEES

• Laura Marlow, CMD Group
• Cambria McLeod, Kohler Company
• Jon Medved, WCM Industries
• Chris Ochoa, ICC-ES
• Paul Olson, WCM Industries
• Richard Polston, Hansgrohe, Inc.
• Will Powell, Franke
• David Purkess, NSF International

PROSPECTIVE PMI MEMBERS

• Larry Himmelblau, Chicago Faucet Company
• David Vagasky, Chicago Faucet Company
• Steve Edwards, Jing Mei
• Rich Houle, Reliance Worldwide Corporation
• Sean McClenaghan, Reliance Worldwide Corporation
• Javier Robles, Truesdale Laboratories
• William Gray, Uponor
• Dale Stroud, Uponor
• Shane Page, Oatey

• Yvonne Orgill, Bathroom Manufacturers Association (BMA)
• Christian Taylor-Hamlin, Bathroom Manufacturers Association (BMA)
• Billy Smith, American Society of Plumbing Engineers (ASPE)
• Brian Henry, American Society of Plumbing Engineers (ASPE)
• Ralph Suppa, Canadian Institute of Plumbing (CIPH)
• Paul McDonald, Bradford White Canada, Inc. and Immediate Past

Chair of CIPH

VIP GUESTS

VIP MEMBERS OF THE PMI STRATEGIC ADVISORY COUNCIL FOR 2015

2015 SAC (** rotating off EOY)

• Hugh Ekberg, Kohler Company
• Ray Fisher, Fisher Manufacturing Company

SAC/Board Liaison

• Tim Ferry, InSinkErator**
• Tim O’Keeffe, Symmons Industries, Inc.**
• David Lingafelter, Moen, Inc.**
• Todd Talbot, Fluidmaster, Inc.

VIP NEW MEMBERS OF THE PMI STRATEGIC ADVISORY COUNCIL FOR 2016

2016 SAC New members

• Graham Allen, Sloan Valve Company
• Jai Shah, Delta Faucet Company
• William Strang, TOTO USA
• Claude Theisen, T&S Brass & Bronze Works, Inc.

REGRETS

• Mike Adelizzi, American Supply Association (ASA)
• Gerry Kennedy, Plumbing Heating Cooling Contractors

National Association (PHCC)

• David LaFrance, American Water Works Association (AWWA)
• Paula McIlwaine, AWWA
• Mary Ann Dickinson, Alliance for Water Efficiency (AWE)

NEW COMMITTEE CHAIRS

Advocacy/Government Affairs Committee Jay Burnett, Delta Faucet Company Joel Smith, Kohler Company Allied Member Committee Shahin Moinian, International Code Council – Evaluation Services Outreach/Communications Committee Lenora Campos, Ph.D, TOTO USA Fair Trade Issue Committee Misty Guard, Bradley Corporation

RETURNING PMI COMMITTEE CHAIRS

• Technical Committee

Michael Martinez, Delta Faucet Company John Finch, MASCO David Marbry, Fluidmaster

• Outreach/Communications

Kris Alderson, Bradley Corporation

• Fair Trade

Chip Way, Lavelle Industries

• Water Efficiency and Sustainability

Daniel Gleiberman, Sloan Valve Company Jeff Zeman, Kohler Company

14

PRESS

• Ashlei Cooper, PHC News and Plumbing

Engineer Magazine

• John Mesenbrink, Mechanical Hub
• Jack Sweet, BNP Media / Reeves Journal

PMI CONSULTANTS

• Maureen Baird, Webmaster and Graphic Designer
• Frederick Desborough, Flex-Fluss Partners
• Jerry Desmond, Desmond and Desmond LLC (CA)
• Stephanie Salmon, Potomac Government Relations

LLC (Federal)

• Mike Sennett, Jones Day (Legal Counsel)
• Ray Valek, Valek & Company

PMI STAFF

• Barbara C. Higgens, CEO/Executive Director
• Matt Sigler, Technical Director
• Jodi Stuhrberg, Association Manager
• Dawn Robinson, Communications Manager
• Ann Geier, Administrative Assistant

PRESIDENT’S AWARD

• AND THE WINNER IS…….

PRESIDENT’S AWARD WINNER

• CONGRATULATIONS!!!

GENERAL MEMBERSHIP MEETING

5.3 Approval of October 28, 2014 General Membership Meeting Minutes

Call for Motion

5.4 FINANCIAL

5.4.1 Treasurer’s Report

BUDGET COMPARISONS: 1998-2014

23

1998 (audited) * 2014 (audited) 2015 (estimated) Revenue $1,097,856 $1,503,450 $1,585,513 Expenses $997,783 $1,492,646 $1,447,879

• Rev. vs. Exp.

$94,252 $10,804 $137,634 Net Assets $295,883 $774,024 911,658 $

*Details of years 1999-2014 available upon request

YEAR END PROJECTION: 2015

24

2015 (estimated) 2015 Budgeted Variance Revenue 1,585,513 $ 1,489,990 $ 95,523 $ Expenses 1,447,879 $ 1,489,990 $ (42,111) $

• Rev. vs. Exp.

137,634 $

• $

137,634 $ Net Assets 911,658 $ 774,024 $ 137,634 $

5.4.2 2016 PMI DUES STRUCTURE

25

PMI 2016 DUES SCHEDULE

MANUFACTURING MEMBER 2015 SALES LEVEL 2016 DUES $0 $10,000,000 $11,500 $10,000,001 $20,000,000 $15,800 $20,000,001 $40,000,000 $21,000 $40,000,001 $70,000,000 $36,800 $70,000,001 $100,000,000 $52,500 $100,000,001 $250,000,000 $63,000 $250,000,001 $500,000,000 $84,000 $500,000,001 $750,000,000 $105,100 $750,000,001 $1,000,000,000 $126,100 $1,000,000,001 $147,100 ALLIED MEMBER DUES SCHEDULE $13,700

• rev. 9/23/2015

2% Increase for 2016

26

Call for Motion

5.4.3 2016 BUDGET

27

Revenues Dues Revenue 1,503,000 Meetings Revenue 110,000 Interest/Misc Revenue 1,500 $ Total Revenues 1,614,500 $ Expenses Staff Expenses 802,000 $ Meetings Expenses 96,000 $ Member Services 293,000 $ 117,000 $ Professional Expenses 327,000 $ Total Expenses 1,635,000 $ Net Excess/Deficit (20,500) $ Office/Rent/Insurance Expenses

In Conclusion...

• PMI is fiscally responsible and financially sound.
• Member dues dollars are being put to good use to further

strategic objectives (e.g. “Water Sense Market Penetration” Study).

• Allied Members are a valuable addition to the PMI roster,

supporting PMI through their actions and resources.

• Investment in alternate communication vehicles and social

media continues to enhance the effectiveness of traditional

• nes.
• PMI’s voice is being heard and we are making a difference!

28

5.5 PRESIDENT’S REPORT FERNANDO FERNANDEZ

5.5.1 PMI BY-LAWS CHANGE

• Sent to membership via email on 9/25/15

Call for Motion

2015 Highlights

Membership Value and Enhancements

• 33 Members renewed dues in 2015.
• Added new members: Franke, Similor AG, and Viega LLC.
• Created an Allied Member Committee.
• Acquired report indicating PMI members employ 62.5% of the U.S.

plumbing manufacturing workforce (start of 2015).

• Recorded Audio Summary of Advocacy/Government Affairs Committee

Meetings for Member Executives

• Developed PMI Member Activity Score Card
• Conducted a Member Satisfaction Survey.
• BOD comprehensive update of association policies.
• 26 member company visits.

2015 Highlights

Legislative Efforts and Policymaker Engagement

• Hosted inaugural PMI California Legislative Fly-in (May 6) with PMI Member company

executives regarding Energy Appliance Regulations

• Held meetings with the state Governor’s Office, policymakers and,
• the California Energy Commission (CEC).
• Hosted a Congressional Briefing in Washington D.C. (April 13) in conjunction with the

Plumbing Industry Leadership Coalition (PILC); PMI elevated its messaging along with AWE, ICC, IAPMO, and PHCC.

• PMI presented its position on product markings at EPA RLDWA webinar
• Hosted annual PMI Executive Fly-in (September 15-16) with Hill visits promoting PMI as a

resource (11 member co Execs, 1 prospective member Exec)

• Engagement by California Task Group and Technical Committee on proposed regulations

that would significantly revise Prop 65 warning requirements.

• Issued a statement of support on a bipartisan WaterSense authorization bill.
• Implemented a PMI Letter Campaign to governors of drought stricken states.

2015 Highlights

Spreading the PMI Message

• Launched a #WhyPlumbingMatters campaign including the 10 Reasons Plumbing

Matters

• Issued the PMI commissioned WaterSense Market Penetration Study with state-by-state

data.

• Released a PMI Video telling how PMI members’ products save water while meeting high

safety and performance standards; narrated by famed T.V. and radio personality Bill Kurtis.

• Issued a total of 15 press releases and hosted a PMI Press Luncheon (July 9) attended

by 12 members of the local press, consultants and PMI staff. Technical Success

• (2nd Quarter) Testified at IPC Code Hearings with 19 of 22 items that PMI spoke in
• pposition to being rejected, for an 86% success rate.
• (3rd Quarter) Nine out of ten code proposals were voted on by ICC membership in favor
• f PMI’s positions at the IPC Code Hearings for a 90% success rate.
• PMI’s involvement was the catalyst for CEC’s final modifications to their appliance

efficiency regulations for residential lavatory faucets and showerheads that included provisions for sell-through of existing products.

2015 Highlights

Fostering Domestic Allies and Partnerships

• Solidified a working relationship with Home Depot and worked to develop a relationship with

Lowe’s.

• PMI’s Higgens was a featured speaker at an EPA webinar on the Reduction of Lead in

Drinking Water and a meeting of the American Society of Plumbing Engineers (ASPE).

• Continued participation and developed bonds with several organizations, including face-to-

face meetings with National Association of Manufacturers (NAM), Environmental Protection Agency (EPA), National Apartment Association, Ripon Society, and begun pursuing membership opportunities with the U.S. Water Alliance.

• Attended and spread the PMI message at K/BIS 2015, the 2015 Leadership Council of the

Manufacturing Associations (CMA) and the PHCC National Conference.

• Took an active role in planning the 2016 International Emerging Technologies

Symposium (IETS) which PMI co-convenes with eight other industry associations.

• Participated in meetings with the Plumbing Industry Leadership Coalition (PILC) meeting

in D.C. (of which PMI is a founding member); Denver Water, and the American Water Works Association (AWWA).

2015 Highlights

Fostering PMI’s International Presence

• Shared PMI’s messaging at the ISH Frankfurt Fair.
• PMI President Fernandez joined PMI’s Barb Higgens at the CIPH

Conference in Canada explaining how our associations work together.

• PMI’s Higgens shared PMI’s message at CEIR European Valve

Conference.

• Presented the PMI message at the U.K.’s Bathroom Manufacturers

Association (BMA) Conference with PMI’s Higgens, President Fernandez and Vice President Patton.

2015 Communication Strategy Highlights

2015 Communication Goals Acquire from Key Audiences and Media

• 1. Interest = Gain attention
• 2. Engagement = Cause activity
• 3. Informed Action = Achieve result or

accomplishment

2015 Communication Strategy Highlights

Gaining Interest from Key Audiences and Media

• Expanded News Media Outreach

7 Business Wire releases = 30,000 views, 275 web hits Expanded distribution to “consumer media” reporters covering water issues with some success

• Produced Bill Kurtis video
• Sent letters to governors in drought states – 25 total
• Collateral

For example, History of Plumbing Timeline – 2,931 views

• Website and App continue to gain momentum

WEBSITE ACTIVITY

• SEPT. 1, ’14--MAR. 16 ‘15 VS. MAR. 17--SEPT. 30 ‘15

(IN THOUSANDS, LAST COLUMN PERCENTAGE)

10 20 30 40 50 60 70 80 Sessions Users Pageviews New sessions 1st half 2nd half

2015 Communication Strategy Highlights

Website Top 10 Pages (Sept 1, 2014--Oct. 19, 2015)

1. Home – 21,747 page views 2. Product Markings – 5,507 3. Lead-in Plumbing page – 4,765 4. Members section – 3,358 5. No-lead position paper – 3,166 6. History timeline – 2,931 7. About PMI – 2,466 8. Conference – 2,051 9. Ripple Effect – 2,022

• 10. Events – 1,722

App: 6,600+ screen views

2015 Communication Strategy Highlights

Engagement from Key Audiences and Media

• #WhyPlumbingMatters Campaign – Web, Social & Trade Media

13 media hits, 3,250 Business Wire views, 866 web hits

• Water Week and DC Fly In

CQ Roll Call coverage, Personal meetings

• Supporting members and lobbying team

PMI publications (1,000+ subscribers), letters, media outreach, etc. Strong communication-related survey results

• WaterSense market penetration survey

10+ media hits, 10,481 Business Wire views, 100 web hits

ENGAGEMENT: SOCIAL MEDIA JAN 22-OCT. 9

SafePlumbing/PMI as compared to relative industry standard (in percentages)

SOCIAL MEDIA JAN 22-APR 18, 2015

SafePlumbing/PMI as compared to relative industry standard (in percentages)

SOCIAL MEDIA OCT. 1, 2014 -JAN. 21, 2015

SafePlumbing/PMI as compared to relative industry standard (in percentages)

2015 Communication Strategy Highlights

Informed Action from Key Audiences & Media Due to PMI Efforts

• News Media – PMI recognized as major player

Sacramento Bee, LA Times, Arizona Republic, Dow Jones, AP

• California Results

Greater awareness of WaterSense accomplishments Delayed implementation of stricter standards

• Colorado Results

Protected pro-WaterSense legislation

• WaterSense Authorization

Endorsed by House Energy and Commerce Committee

2016 Communication Strategy

• Will continue to gain interest, engagement and action
• You can help too!

Comment, share and like our social media! Go Green Use @safeplumbing, #SavingWater, #WhyPlumbingMatters, #WaterSense and #PMI in your messaging Contribute to Join the Discussion and Ripple Effect Monthly Outreach and Communication conference calls Brainstorming! Best practices! Reiterate the PMI industry message

5.6 CEO/EXECUTIVE DIRECTOR’S REPORT PMI CEO/Executive Director Barbara C. Higgens

STATE OF THE ASSOCIATION

Completed our second year of:

■ Streamlined Dues Structure ■ Streamlined Board Structure ■ New process for seeking and vetting candidates ■ Clear Membership Growth Objectives ■ Now– Single Annual Conference ■ More staff focus on strategic initiatives ■ Topic-specific meetings on site at HQ in 2016

49

STRATEGIC DIRECTION

• Member Satisfaction Survey Results Show:

Advocacy and outreach greater-than-equal to our reputation of the technical value of PMI Interest in further targeted research International presence

• How ‘international” are we?

COMMUNICATIONS STRATEGY

• Market Penetration Research

Strengthens our position that retrofits are the immediate answer to mitigate the drought Why chase drips when we can save billions of gallons of water per day!? Outreach to 14 governors (plus 11 more to come) 2016 Budget includes research funding

• Second year with our Public Relations agency assisting our

efforts with great results!

• Proactive focus on messaging -- Twitter

PROACTIVE OUTREACH

• Industry Visibility

Plumbing Matters Water Week

• Industry Research

PERC II : How Low Can We Go and (most importantly)… How Do We Know?

• Unintended Consequences

Scalding; Legionella from aging water, drain transport

• Setting The Record Straight

Myths vs Reality

• Taking credit and pride for advances

History of Plumbing timeline

REVIEW OF PMI’S PROBLEM STATEMENT

PMI is sometimes overlooked by policy makers when drafting legislation. Uninformed, this legislation often negatively impacts our industry and could adversely impact public good through unintended consequences. As a credible and capable resource with knowledge of plumbing product performance, codes and standards, health and safety, and customer satisfaction related to plumbing products , PMI has a positive history of helping to enable meaningful legislation at a national level. A focused approach leveraging these strengths through hard-hitting impactful messaging is imperative. PMI must be driving advocacy-based initiatives, guiding, or averting pending or proposed legislation and regulations. PMI must work to improve visibility/awareness/outreach, energize its messaging and position itself as a credible resource of information for policy makers and consumers.

REVIEW OF PMI CORE MESSAGING

• It’s important to appreciate and not lose site of the critical role that plumbing

plays in the name of consumer health and safety.

• Lower is not automatically “better.” Setting arbitrary (uninformed) flow rates

may result in dangerous and unpleasant unintended consequences.

• Flow rates must be sufficient enough to enable the products to do their job and

deliver effective performance for the consumer. Health and Safety = Job #1.

• PMI advocates that the entire system view be considered to maximize the

efficient use of water. Consumer behavior (upgrading to efficient Water Sense labelled products and using products as they were intended), focus on the impact of aging infrastructure must be considered along with the great work manufacturers have done to deliver maximum water savings.

• PMI should always be contacted when plumbing legislation is being considered.

PMI THREE-PRONGED FOCUS

• Expanded Technical Expertise
• Expanded Advocacy
• Expanded Outreach

Strategic Use of Social Media Proactive Media Outreach New Website Mobile App Proactive Public Relations

55

IMPORTANT DOMESTIC LIAISONS

• Year #4 of Plumbing Industry Leadership Coalition

(PILC)– Brings together 14 associations annually

• Plumbing Heating Cooling Contractors (PHCC)
• Alliance for Water Efficiency (AWE)
• Plumbing Efficiency Research Coalition (PERC)
• American Society of Plumbing Engineers (ASPE)
• Water Quality Association (WQA)

56

IMPORTANT DOMESTIC LIAISONS

• American Supply Association
• Department of Commerce ITAC/9
• Environmental Protection Agency (EPA)
• EPA Water Sense Partner
• Committees and Code Bodies
• National Association of Home Builders Leading

Suppliers Council

• National Association of Manufacturers (NAM)
• Newly Formed Ceramics Group (Year 3)

57

IMPORTANT INTERNATIONAL LIAISONS

• BMA – Bathroom Manufacturers Association (UK)
• CEIR – European Valve Association
• CIPH -- Canadian Institute of Plumbing & Heating
• PPI Group – Plumbing Products Industry Group

(Australia)

• WPC -- World Plumbing Council
• Year #3 of the Newly-forming Ceramics Group

And now the U.S. Water Alliance

58

59

Have We Got You On Our Lists!?



Mobile App



Bifurcated Website

 pmihome.org – Member Focused

 Update your directory listing!

 safeplumbing.org – Constituent Focused



Newsletters (electronic)

 Inside My PMI: bi-weekly, members only  Ripple Effect: monthly, members and non-members



Twitter

 PMI  Safe Plumbing



LinkedIn Members

 PMI  Safe Plumbing

*

WEBSITES, NEWSLETTERS AND SOCIAL MEDIA

PMI TELE-COMMUNICATIONS

• Bi-Weekly Tech Talk
• Monthly Advocacy/Outreach Council
• Monthly Legislative Updates

Members Only! Join The Conversation!

60

PMI PUBLICATIONS

Another reminder.... so you won’t forget: Online PMI Membership Directory Be sure to view it often to keep your data fresh and up-to-date! Members Only: Your information is kept confidential from non-members

61

Please complete the PMI Conference Satisfaction Survey. We will send it via email to your office. We value your input! You Dream It, We’ll Make It Happen!

And finally…

62

5.7 ELECTION OF 2016 PMI OFFICERS

President: Paul Patton, Delta Faucet Company Vice President: Pete Jahrling, Sloan Valve Company Treasurer: Scott McDonald, Fluidmaster, Inc. Past President: Fernando Fernandez, TOTO USA

ELECTION OF 2016 DIRECTORS

• Michael Miller, LSP Products
• Todd Teter, Moen, Inc.

2016 RETURNING DIRECTORS

• Nate Kogler, Bradley Corporation
• Rick Reles, Kohler Company

Call for Motion

JANUARY TRANSITION

Passing of the Gavel

5.8 OTHER BUSINESS

PMI 2016 Conference The Westin O’Hare October 24-27 Rosemont, IL See you there! 68

5.9 GENERAL MEMBERSHIP MEETING

• Summary and Adjournment