ENGAGEMENT LETTER
CLIENT: Top Energy Limited
PROJECT: Connection Quotation Workflow Optimization
DATE: March 18, 2026
SELECTED OPTION: Option C: Full Roadmap
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 C: Full Roadmap
Phases Included: Phases 1-5 (14 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)
- Phase 4: Medium-Term Integration Specification (3 days)
- Phase 5: Multi-EDB Software Solution Analysis (2 days)
| Milestone | Amount (NZD) | Due |
|---|---|---|
| Deposit (50%) | $22,750 | On execution |
| Progress Payment (25%) | $11,375 | Phase 3 completion |
| Final Payment (25%) | $11,375 | Final delivery |
| TOTAL INVESTMENT | $45,500 |
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
Upon completion of all phases, Top Energy will receive the complete suite of deliverables:
Discovery & Analysis (Phases 1-2):
- 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
Quick Wins Implementation (Phase 3):
- Enhanced Excel template v2.0 with automation
- Automated Word template with mail merge
- Power BI export workflow documentation
- Estimator training materials
Integration Roadmap (Phase 4):
- Salesforce-SAP integration specification
- SAP-Excel automation architecture
- EA reporting automation design
- Implementation roadmap with cost estimates
Strategic Software Analysis (Phase 5):
- Software product specification for NZ EDB market
- Build vs Buy vs License analysis (3-year TCO)
- Top Energy as foundation customer positioning
- Revenue model & commercialization strategy
Maximum ROI: 2,800 engineering hours/year freed, $224,000/year cost savings, 6-9 month payback period
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.
Phase 5 deliverables relating to multi-EDB software solutions remain BreakPoint Energy property, with Top Energy granted a perpetual, non-exclusive license for internal use of any specifications, architectures, or analysis specific to Top Energy's needs.
Project Duration: Estimated completion within 6-8 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.
- 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
Top Energy Limited
Signature: _______________________
Name: ___________________________
Title: ___________________________
Date: ____________________________
BreakPoint Energy
Signature: _______________________
Name: Nigel Broomhall
Title: Principal Consultant
Date: ____________________________