Background:

 UFTO also investigates technology from entrepreneurs, industry, venture capital, and international sources. A select group of major energy utility companies and suppliers have participated in the 10th year of this multi-client study, and are routinely making use of the technology, contacts, and intelligence-gathering.

The Proposal:

Using previous work as a foundation, this proposal is to continue the work for a select group of utilities who jointly support this comprehensive program to extend contacts and relationships with federal agencies and facilities. The program is comprised of an array of services and activities, including new and continuing contacts with labs and agencies, and individually tailored technology scouting and implementation support.

As the representatives of your participating company, you will:

•  Have the full benefit of the methodology and all specific results and findings that have previously been developed, including detailed reports for 12 major U.S. DOE National Laboratories.
•  Guide the UFTO program emphasis and guide the choices of technical areas to be pursued, and agencies and facilities to be investigated.
•  Receive briefings and written reports, and leads and contacts.
•  Learn of unique opportunities to enter into ventures and collaborations with laboratories and other industrial partners and with each other, sometimes before general public announcements.
•  Become known to federal laboratories as a key industry representative, and thus be in a position to influence their program directions, to educate them about utility needs, and to become involved in projects. These contacts could well lead to formal and informal advisory roles, and invitations to special meetings and events.
•  Receive individual "technology scouting" directed at your utility's unique interests and requirements. (Utility-specific information will be held in strict confidence, and will not be divulged to others in the group or anyone else unless authorized.)
• Have complete discretion whether to engage collaboratively with other subscribers or to participate on a more individual basis.

Program Provisions:

1. Contacts will be maintained with Laboratories and with DOE and other agency program managers, to keep UFTO in the minds of key personnel, to stay current on any significant program developments and opportunities, and to inform them of evolving utility needs. One or more on-site visits may be made to selected laboratories, which participating companies may attend.

2. On behalf of UFTO companies, the consultant will attend various conferences and workshops, and report findings on technologies and other developments. Consultant also reviews and scans numerous trade and general business publications and (online) news sources for items of potential interest.

3. In the evolving nature of the program, primary emphasis is now placed on startup companies and on developments in the venture capital investment arena.

4. All UFTO companies will share in all generic findings, including the consultant's reports, copies of publications, etc. as the information is obtained. Frequent (email) UFTO Notes highlight new developments and items of interest.

5. The UFTO Website provides access to a searchable database which is a detailed compilation on all the technologies and program information found in UFTO Notes and Reports. (Access to the database is for members-only, and passwords are issued on request to any staff member of an UFTO member company.)

6. Each UFTO company receives a credit for 3 days consulting time, for the consultant to provide specific as-needed inquiries, points of information, or other related support and services (e.g. internal communication and implementation strategies).  At the company's option, a portion of this time can be used for a visit to the company by the consultant, for continuing dialogue on the member's evolving technology objectives, and to discuss program findings.

7. New companies receive in addition a 1-2 day visit by the consultant for overview briefings to introduce the program, and one on one meetings to provide the consultant with an understanding of the company's strategies, needs and interests.

Optionally:
8. More extensive additional consulting services, (e.g., accompanying visits to laboratories, detailed technology searches, etc.) can be provided on a time and expenses basis.
 

Cost of Participation:  (In North America)  $15,000/year (renewal)   $18,000/year (first year new membership)
      (See Participation Agreement for payment schedule options -- NEW -- RENEW --.)

To assure a high degree of individual attention to each member,
       the number of member companies will not exceed 15.

Schedule: The  Program will begin January 1, 2005, through December 31, 2005.
 

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NOTE:  Reduced pricing and terms are available for companies (or business units) that have a specific and limited range of interests, e.g. manufacturers, independent power producers, wires companies, or energy service providers.
 
 

To: Edward Beardsworth, UFTO
   951 Lincoln Avenue
   Palo Alto CA 94301

Dear Mr. Beardsworth:

We wish to participate in the Utility Federal Technology Opportunities Multi-Client Study, as set forth in your November 2004 proposal. We understand that participation subsequent to the first year will be at the lower cost of $15,000 per year.

Term:   ___ Jan. 1, 2005 to Dec. 31, 2005     $18,000

Company Name:

Accepted by:

        Name:
         Title:
     Signature:
         Date:

Point of Contact:
        Name
         Title:
         Dept:
    Company :
 Street Address:
     Mail Stop:
     Box No.:
 City, State, zip
         Tel:
         Fax:
       E-mail:

Payment schedule--    Please send invoices:___
  ___ One payment for full amount
  ___ Three payments of $6,000 each on 1st of Jan., May, and Sept.
  ___ Other:

To: Edward Beardsworth, UFTO
   951 Lincoln Avenue
   Palo Alto CA 94301

Dear Mr. Beardsworth:

We wish to renew our participation in the Utility Federal Technology Opportunities Multi-Client Study, as set forth in your November 2004 proposal.

Term:       ___  Jan. 1, 2005 to Dec. 31, 2005     $15,000

Company Name:

Accepted by:

        Name:
         Title:
     Signature:
         Date:

Point of Contact: (complete only if changed)
        Name
         Title:
         Dept:
    Company :
 Street Address:
     Mail Stop:
     Box No.:
 City, State, zip
         Tel:
         Fax:
       E-mail:

Payment schedule --    Please send invoices:___
  ___ One payment for full amount
  ___ Three payments of $5,000 each on 1st of Jan., May, and Sept.
  ___ Other: