Engagement Letter - Option B (Recommended)

ENGAGEMENT LETTER

Process Efficiency & Automation Project
CONSULTANT: BreakPoint Energy | Nigel Broomhall
CLIENT: Top Energy Limited
PROJECT: Connection Quotation Workflow Optimization
DATE: March 18, 2026
SELECTED OPTION: Option B: Discovery + Quick Wins ⭐ RECOMMENDED
1. PROJECT SCOPE

BreakPoint Energy will provide consulting services to optimize Top Energy's connection quotation workflow, addressing manual data transfer inefficiencies across Salesforce, SAP, Excel, and Word systems.

Selected Investment Package: Option B: Discovery + Quick Wins (Recommended)

Phases Included: Phases 1-3 (9 consulting days)

  • Phase 1: Current State Mapping & Pain Point Quantification (3 days)
  • Phase 2: Integration Architecture & Solution Options Analysis (4 days)
  • Phase 3: Quick Wins Implementation (2 days)
2. INVESTMENT & PAYMENT TERMS
Milestone Amount (NZD) Due
Deposit (50%) $14,625 On execution
Progress Payment (25%) $7,313 Phase 3 completion
Final Payment (25%) $7,312 Final delivery
TOTAL INVESTMENT $29,250

Daily Rate: $3,250 NZD per consulting day
Payment Terms: Net 15 business days from invoice date
Late Payment: 2% monthly interest applies to overdue amounts

3. DELIVERABLES

Upon completion of Phases 1-3, Top Energy will receive:

  • End-to-end process map with requoting loops identified
  • Data flow diagram across all systems
  • Time-motion analysis per quote iteration
  • Error risk assessment at each transfer point
  • Three ranked integration pathways with effort vs ROI analysis
  • Technical feasibility assessment for each pathway
  • EA reporting integration mapping
  • Risk analysis with cost-benefit models
  • Enhanced Excel template v2.0 with automation
  • Automated Word template with mail merge
  • Power BI export workflow documentation
  • Estimator training materials

Expected ROI: 1,600 engineering hours/year freed, $128,000/year cost savings, 3-month payback period

4. INTELLECTUAL PROPERTY

Upon full payment, all bespoke deliverables created specifically for Top Energy become Top Energy's property. BreakPoint Energy retains ownership of methodologies, frameworks, and tools, granting Top Energy a non-exclusive license for internal use.

5. TERM & TERMINATION

Project Duration: Estimated completion within 4-5 weeks from commencement

Termination for Convenience: Either party may terminate with 30 business days' notice. Client pays 100% of completed work plus 50% of work scheduled in following 30 days.

Termination for Cause: Either party may terminate immediately for material breach not remedied within 14 business days.

TERMS & CONDITIONS: This engagement is subject to BreakPoint Energy's standard Terms and Conditions, available at www.breakpointenergy.co.nz/commercial-terms or by request. Key provisions include:
  • Confidentiality obligations (5-year survival)
  • Liability limitation (capped at fees paid)
  • Professional indemnity insurance ($2M coverage)
  • Privacy Act 2020 compliance
  • Dispute resolution (negotiation → mediation → arbitration)
  • New Zealand law governs this agreement
CLIENT ACCEPTANCE
Top Energy Limited

Signature: _______________________

Name: ___________________________

Title: ___________________________

Date: ____________________________
CONSULTANT
BreakPoint Energy

Signature: _______________________

Name: Nigel Broomhall

Title: Principal Consultant

Date: ____________________________
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