TYPICAL OPERATING PROCEDURES

Operating independently, I have the flexibility to work with each project on an independent basis, providing information and services to most efficiently service the project’s needs. Whether a project is just an idea in a developer’s mind or a large corporation in need of specific guidance, I can structure a working agreement to limit long term obligations and to guarantee value. Some typical procedures are as follows:

Phase 1

After an introduction to a project, one or more phone calls and emails will help me determine whether I believe a project has merit, whether I am capable of providing assistance and whether a client has a level of comfort with me. Assuming a positive impression in all cases, we would move on to the next phase. No charge for Phase 1

Phase 2

Depending on the wishes of the client, we would sign a mutual Non-Disclosure Agreement (NDA) and schedule an information and initial strategy session that may include a preliminary site analysis. This meeting is often held at the proposed site and may include the board of directors, investors, founders, local officials, vendors or other interested parties. After this meeting, I will prepare a general report, including site issues, an initial economic analysis, general perceptions, recommendations, a budget, a timeline and possible suggestions. I will also include a first draft of a potential services agreement. Cost for Phase 2 is my normal consulting rate of $200/hour or $1,500/day for time traveled. There is no charge for the project report.

Phase 3

Once agreement in principle is reached, I will submit a draft contract for client review that summarizes deliverables, respective responsibilities, conditions and potential costs based on various benchmarks of success. Cost for Phase 3 is negotiable.

Other Options

Should a client need specific services such as; business plans, feasibility studies, site viability, market analysis, structural review, presentations or white papers, the cost will be tailored to value and time required. Once the deliverables are defined to the clients satisfaction, I can provide a bid for the entire project and the final cost will be negotiated. Depending upon the services provided, I would expect a modest down payment, with a possible interim payment and then approximately 80% payment on completion of the deliverables. Final payment is due when all parties are satisfied.

LLJ Generic Proposal
LLJ Generic Project Agreement