Energy Consultant for Gas _ Elec - L
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Your Solutions Group & Your Corporation
You r So l u ti o n s G ro up You r Corporation
Address 1 Address 2
Tel. 1 Tel. 2
Email 1 Email 2
Web 1 Web 2
Preliminary Proposal
Energy Consultant for Gas &
Electric : Large Nursing Home
Group
AUGUST 28, 2011
Table of Contents Page
Introduction .....................................................................................................3
1 The Team .................................................................................................4
1.1 Your Corporation (Your Corp.).............................................. 4
1.2 Your Solutions Group Corporation (YSG) ............................. 5
1.3 Primary Responsibility for Engineering Study........................ 5
2 Scope of Services ....................................................................................5
2.1 Engineering Scope ............................................................... 5
3 Assumptions.............................................................................................6
4 Time For Execution ..................................................................................6
5 Fees For The Project ...............................................................................6
6 Additional Services Available ...................................................................7
7 Responsibilities of the Client ....................................................................7
8 Changes To Project Scope ......................................................................8
9 Secrecy Undertakings ..............................................................................8
10 Termination Of The Work.............................................................9
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Introduction
Energy Consultant for Gas & Elec.: Large Nursing Home Group - eWork Markets ID 00000
The current situation you describe in your Request For Proposal (RFP) is the need for consultants
with experience to assist you in an energy audit of your facilities in Ohio. The objective of the audit
is to make recommendations for any needed changes that will provide health, safety and
economical benefits to the owners of the facilities. Priority will be given to economic energy cost
savings.
In the 1970’s the U.S. federal government became very interested in promoting energy audits
across the nation due to the first fuel oil crisis. This trend has continued although priorities have
shifted from administration to administration and several federal government office branches have
been eliminated, nevertheless, the government continues to provide Department of Energy (DOE)
guidelines to homes and businesses regarding energy audits for everything ranging from hot water
heaters and windows to proper insulation for homes and buildings and solar panels. These are the
guidelines we would use to evaluate your buildings. Alternatives include, energy company and
power resource subsidies or your own power generator and switching substation. We will also use
Occupational Safety and Health Administration (OSHA), Housing and Urban Development (HUD),
and Environmental Protection Agency (EPA) guidelines provided in the Code of Federal
Regulations.
YSG and Your Corp. are experts in code review, energy audits, engineering and marketing of
various products.
Your Solutions Group (YSG) partners from time to time with other consultants whose specialty is
different from or expands on theirs. For this task, YSG will be partnering with Your Corporation.
Your Corporation will have the principle responsibility of implementing this project.
We hope the following preliminary proposal will describe in as much detail as is possible at this
point, on how to accomplish your project goals.
Additional Services Available
Your Corporation administrates engineering, regulatory compliance, product marketing, patent
process, and environmental consulting services to several sectors of the economy including the
construction, manufacturing, chemical process and pharmaceutical industries. The corporation
sub-contracts additional professional personnel licensed to offer such services, whenever
necessary. The branch which deals with environmental solutions is Your Corporation –
Environmental Consultants.
Business solutions include, Marketing Analysis / Plans and complete Business Plans.
Marketing analysis for our client’s products profile the latest technology and products developed by
competing manufacturing companies world-wide, as also existing patents, trademarks and trade
names, the market share in certain product categories, production facilities, distribution channels,
existing networks of suppliers and contractors, a description of work under development, earnings
and losses statements and an evaluation of the competition.
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The Marketing Plan is yours to use or to sell to prospective investors of your product. Reviewers
should feel that your product is a natural extension of their already well established product lines,
they should also believe that your product closes a production loop or product line.
At Your Corp., we believe there is a proven strategy for marketing products effectively and
profitably. If all you need is a regulatory review, we can help with this aspect exclusively. Please
refer to the Scope of Work of this proposal if there are any doubts about our strategies.
Please visit us at our website, www.Yourcorp.com
Chapter
1
Energy Consultant for Gas & Electric : Large Nursing Home
Group
1 The Team
1.1 Your Corporation (Your Corp.)
Patent Development Consultants, Engineering Consultants, Regulatory Compliance Consultants
and Marketing and Business Consultants.
Your Corp. specializes in patent feasibility, regulatory compliance and development of products
and inventions of varying significance. Engineering specialties are in chemical, electronics,
mechanical and environmental. In business, our marketing focus necessarily combines the
systematic penetration approach and the flirtatious capture approach. Business solutions include
full metrics and financial statements with the goal of partnering with Venture Capitalists (VC) and
Angel Investors (AI) from sources domestic, foreign, institutional or private.
Your Corp. provides its clients with access to:
more than 50 domestic private Venture Capital (VC) funds
several hundred Angel Investors (AI)
more than 100 federal and state money programs
over 50 micro-enterprise loan sources
over 50 small business loan sources
over 200 small business investment companies, and
more than 50 unconventional loan programs
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1.2 Your Solutions Group Corporation (YSG)
Information System Consultant, Project Management, Validation Consultant and Manufacturing
solutions consultants for the Pharmaceutical Industry.
YSG provides a full range of Technology, Business Process Re-engineering, ERP System
Implementation Assistance, Project Management, Manufacturing Process Automation
Laboratory Systems, Compliance services and Engineering services in both the business
management and manufacturing space.
1.3 Primary Responsibility for Engineering Study
YSG staff will partner with Your Corporation to meet this project’s goals and will have limited input.
However, contract coordination will be made through YSG since they are a Certified Affiliate of
eWork Markets.
Your Corporation will be responsible to provide the elements described in the Scope of Work for
this proposal under a separate agreement with YSG.
Chapter
2
Energy Consultant for Gas & Electric : Large Nursing Home
Group
2 Scope of Services
We would necessarily require further information as to the scope of your request, and the specific
product, but for now we can outline the basic concepts which will be more fully developed if we are
awarded the project.
2.1 Engineering Scope
2.1.1 YSG / YOUR CORP is to provide CLIENT with an inspection of its facilities which
includes: materials used in building/facility construction and surrounding structures;
water, gas and electric (WGE) system evaluations; heating, ventilating and air
conditioning (HVAC) evaluations and sewage and wastewater treatment alternatives.
2.1.2 YSG / YOUR CORP expects that the reconnaissance and facilities site visit will take
two (2) complete days for one large or up to three smaller buildings. Depending on
the number of buildings to be inspected this could take more time.
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2.1.3 YSG / YOUR CORP is to provide CLIENT the best engineering recommendation for
any changes to each of these systems (i.e.: construction, WGE, HVAC, waste
treatment) that will provide CLIENT with a benefit. Priority will be given to economic
benefits but health and safety benefits will also be recommended. Alternatives
include, energy company and power resource subsidies or your own power generator
and switching substation.
2.1.4 YSG / YOUR CORP is to provide CLIENT the best engineering estimate for the time,
space and projected costs required to implement the recommended changes.
2.1.5 YSG / YOUR CORP will consult on CLIENT’s behalf any HUD, OSHA, EPA and
DOE rules and standard industry specifications to substantiate all aspects of the
proposal.
3 Assumptions
YSG / YOUR CORP assumes and shall be held harmless, that all filing fees, permit fees and
application fees will be paid by CLIENT as may become necessary and are in addition to any sum
quoted on this proposal.
4 Time For Execution
YSG / YOUR CORP shall work with the CLIENT a reasonable schedule in accordance with the
needs of the CLIENT.
It has been indicated that the project start date is 10/30/2006, however, we will only start when a
signed authorization to begin the project is received from the CLIENT. All agreements are to be
coordinated with eWork Markets. Travel and Per Diem costs will be billed only for CLIENT
authorized field trips outside of the normal working area, if necessary. An estimate of any required
travel will be presented to the CLIENT; 75% of the estimated Travel and Per Diem will be made
available to YSG / YOUR CORP before undertaking any site visit.
A Draft Report will be submitted to the CLIENT for review and comments, two weeks before
submitting the Final Reports. Final Reports will be provided along with two copies for the CLIENT.
The total time to complete the work is one (1) month, thirty (30) days. All quoted time schedules
are subject to reasonable negotiation prior to project acceptance by CLIENT.
5 Fees For The Project
YSG / YOUR CORP shall receive, as compensation for the work included in the Engineering
Scope and Site Visit of the Scope of Work, the lump sum amount of FOUR THOUSAND SIX
HUNDRED TWENTY FIVE AND 00/100 DOLLARS ($4,625).
This lump sum fee will be invoiced as follows:
75% of Travel and Per Diem (T&PD) one week before expected reconnaissance site visit. Total
expected T&PD for the discussed scenario is $756, this estimate could vary.
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45% - 75% of T&PD with the Draft Reconnaissance Inspection Reports.
40% with the Draft Engineering Recommendations Report
15% with the Final Report
All quoted fees are subject to reasonable negotiation prior to project acceptance by CLIENT.
6 Additional Services Available
Federal and State monies for your business
Government contracts and grants : FDA, CDC, USAMRID, GSA, etc.
Grants for small businesses to research and develop high-tech innovations
Grants for small businesses and non-profit research partneners to research and develop high-
tech innovations
Federal Venture Capital (VC) money programs
Venture Capital Clubs, Associations and Networking
Angel Investor Contacts
Many of the fedral programs include yearly renewal for additional government funds.
YSG / YOUR CORP shall receive the following fees, as compensation for on-going and continuous
additional consulting services:
Marketing and Business related activities: $45.00 - $55.00 per hour.
Economic Analysis and Financial Metrics related activities: $55.00 - $65.00 per hour.
Patent filing and maintenance related activities: $65.00 - $75.00 per hour.
Engineering related activities (i.e.: feasiblity studies, designs, permits, constuction
inspection, etc.)
Schematic Detail Design Level: $75.00 per hour.
Preliminary Detail Design Level: $85.00 per hour.
Final Detail Design Level: $105.00 per hour.
7 Responsibilities of the Client
The CLIENT shall be responsible for the following:
Corresponding through telephone, e-mail or other suitable means with the consultant to fine
tune strategies.
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8 Changes To Project Scope
YSG / YOUR CORP has prepared this work scope based on our understanding of CLIENT needs.
The cost of doing the specific project described herein is based on similar work done previously.
Any significant variation to the scope presented herein will be discussed with the CLIENT and
additional funding requests will be prepared and submitted prior to starting any new work. No work
will be done until receiving previous approval from the CLIENT authorized representative.
9 Secrecy Undertakings
YSG / YOUR CORP shall agree to undertake that it will keep all the technical information disclosed
by the CLIENT to YSG / YOUR CORP in strict confidence, and to use the same only for the
preparation of the design of CLIENT’s Marketing Plan.
YSG / YOUR CORP will sign any Non-Disclosure or Non-Compete Agreement (ND/NC)
specified and required by the CLIENT. If not available, we can provide CLIENT with a generic
version.
The obligations of YSG / YOUR CORP mentioned above shall not apply to any of the
following technical information, except if specifically contained in the ND / NC Agreement:
That which is published or otherwise available to the public domain at the time or receipt
thereof by YSG / YOUR CORP
That which becomes published or otherwise available to the public domain after receipt thereof
by YSG / YOUR CORP through no act or failure to act on the part of YSG / YOUR CORP
All documents filed with government agencies become part of the public record.
Similarly YSG / YOUR CORP requests that CLIENT maintain the contents of this proposal,
including, all methods, procedures and strategies as confidential material due to competitive
aspects of doing business.
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10 Termination Of The Work
The CLIENT may terminate the work at any time by giving YSG / YOUR CORP written notice of
the termination of the work one (1) week in advance of the termination date. The CLIENT shall
pay YSG / YOUR CORP the services performed and the reimbursable expenses due to the
termination date. There shall be no penalty for termination of this agreement.
All payments are to made to: Your Corporation P.O. Box 0000 Texas, TX 00000-0000.
Contact with respect to this proposal should be made to: YSG at theirnol@roqui.net, www.the-
tx.com or Your@prtc.net, info@Yourcorp.com or through eWork Markets.
The CLIENT may accept this proposal by signing and returning a copy of this document which
becomes a part of the standard eWork Markets Business Consulting Agreement. A standard
eWork Markets Business Consulting Agreement will be forwarded as soon as this document or
some negotiated form of same, is accepted and agreed upon.
Cordially,
______________________ ____________________
Your Name Their Name, President
President Your Corporation Your Solutions Group
ACCEPTED AND AGREED
By: _____________________________________
Print Name: ______________________________
Date: ___________________________________
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