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ISO 50001 Implementation Support: Incentives - Preparing a Technical Proposal

When applying for an ISO 50001 Implementation Pilot, a Process Integration (PI) Study incentive or a Computational Fluid Dynamics (CFD) Study incentive, companies must first submit a written technical proposal that includes the project's goals and objectives, scope and cost.

A template for submitting a technical proposal is available upon request. The proposal must be on company letterhead and signed by an authorized company officer.

The proposal should include the following details:

  1. Objective
    State the operational and measurable objectives for the project. The objectives will also serve as the basis for the evaluation of your project proposal.
  2. Background
    Provide a detailed description of the issue/need and the value in addressing this need.
  3. Statement of work
    Identify the scope of the project and the project tasks/activities. Describe each activity with the measurable output(s). For example, one task could be an energy assessment that would identify energy-saving projects (outputs). Another task could be to assess each project, resulting in outputs for estimated energy savings, energy cost savings and investment costs to calculate payback for that project.
  4. Project team

    Provide details on who will be involved in the project and identify any third party that will undertake subcontracted work.
  5. Deliverables
    As a result of the subcontracted work done during the project, outline what the participating company will receive (e.g. data, reports, etc.). Outline what NRCan will receive from the company such as progress reports, studies/presentations developed and a final project report including achievements on all outlined tasks, outputs and outcomes.
    • For an ISO 50001 Implementation pilot, the final deliverable should include a project report with details on the measures undertaken to meet ISO 50001 (e.g. energy profile, energy baseline, energy performance targets, plan for achievement of targets and monitoring and reporting procedures, and a schedule for monitoring and reporting results).
    • For a PI or CFD Study, the final deliverable should include an energy performance improvement plan. This plan must address the general requirements of an energy management system, including energy performance improvement targets, projects to be implemented and their associated energy savings and other savings, and a project implementation timeline.
  6. Work schedule
    Provide the start date and measurable milestones/phases of the project and indicate who will be undertaking each work component (for example, the coordinator will spend X amount of time performing Y duties in Phase 1, etc.) Provide dates for reporting and invoicing over the term of the agreement (e.g. on a quarterly basis).
  7. Project Costing
    Provide a breakdown of the estimated project costs by task in accordance with eligible expenses (see the proposal template). All expenses and claims submitted by an association or company under the ISO 50001 Implementation Support incentives program must be accompanied by a receipt or proof of cost incurred.
  8. Terms of Payment
    Provide the planned payment schedule for the project (e.g. by phase, quarterly, etc.). Identify all sources of funding (e.g. multiple incentive programs, etc.).
  9. Declarations
    Provide the proposal on company letterhead, signed by an authorized company officer.

How to Apply
About ISO 50001 Implementation Support: Incentives