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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
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