Pre-Submission Proposal · Client brief
1The task
A one-page, customer-facing proposal on US Letter. It opens the submission package for New Jersey energy-efficiency incentive programs: the building owner signs it, and Energy Plus NY may then submit the project for program review. It has to read as a valuable building upgrade, not as a legal agreement.
2Chloe's words
This is the text. Will be used for submission package cover. Please keep the design clean, professional, and consistent with Energy Plus branding.
The goal is a polished, one-page customer-facing proposal that feels more like a valuable building upgrade opportunity than a legal agreement.
Give the opening benefits statement some visual emphasis, keep the project information and scope-of-work table easy to complete, and make sure the disclaimer is readable without dominating the page.
The customer authorization and signature section should be clearly defined, with sufficient space for signing.
Overall, aim for a balanced layout with good spacing, clear hierarchy, and a professional presentation suitable for customer signatures and utility submission.
3What the page must do
| Requirement | How we check it |
|---|---|
| Clean, professional, Energy Plus branding | Real Energy Plus logo, Inter (DIN 2014 for headlines), brand greens |
| An upgrade opportunity, not a legal agreement | The benefits block leads; legal text sits lower and quieter |
| Opening benefits statement emphasized | First block after the title, largest text after the headline |
| Project information and scope table easy to complete | Room to write by hand and to type into a PDF |
| Disclaimer readable, not dominating | Body size, muted colour, no box shouting over it |
| Clear customer authorization with space to sign | Its own block, signature lines long and tall enough for a pen and for e-signature fields |
| Balanced layout, clear hierarchy, ready for utility submission | One page, nothing smaller than 9 pt |
4Content of the page
All copy comes from Chloe's file, in this order:
- ENERGY PLUS NY
- Energy Efficiency Upgrade Proposal — Pre-Submission Project Authorization | New Jersey Incentive Programs
- A Smarter Investment in Your Building — Upgrade your building to work smarter, not harder. Energy-efficient systems can improve performance and occupant comfort while reducing energy use and potentially lowering utility costs. Eligible improvements may qualify for New Jersey energy efficiency incentives.
- Project Information — fields: Property / Facility Name · Property Address · Owner / Authorized Representative · Proposal Date
- Proposed Scope of Work — Based on our property assessment, Energy Plus NY proposes the following upgrades for program consideration. Table: Equipment / Proposed Improvements · Estimated Quantity (five empty rows in her draft)
- Preliminary Proposal & Program Review — This proposed scope is subject to program review, additional site or technical verification, and final approval. Equipment, quantities, costs, and available incentives may change. Submission does not guarantee project approval or funding. Any material changes to the scope or customer financial obligations will be presented for approval before installation.
- Customer Authorization — A signed authorization is required to submit this project for program consideration. By signing, I confirm that I am the owner or an authorized representative and authorize Energy Plus NY to submit the proposed project for review. I understand that this does not authorize installation or constitute final project approval. Fields: Customer Name · Title · Signature · Date
- Footer — ENERGY PLUS NY | Smarter Building Upgrades. Greater Efficiency. Long-Term Value.
5Materials
- Chloe's draft, November 9 — her text in her Word layout; the source for the copy.
- Sample: a signed Direct Install Program SOW (25 pages) — shows how the utility package that follows this cover looks. It names a real customer, so it stays in our files and is not shown here.
6Open questions
- Fillable PDF with form fields, print and fill by hand, or both? Will the page be signed in DocuSign or Google eSignature?
- How many scope rows? Her draft has five.
- Deadline — not given.