ELEVATE TERMS OF REFERENCE
• This form should be completed by the business and the chosen consultant.
• Please do not undertake any work until you have received approval from InterTradeIreland
Please return completed signed form to elevate@intertradeireland.com
YOUR ELEVATE PROJECT REF NUMBER:
SECTION 1- BUSINESS INFORMATION
Business Name Trading As Legal Entity Celsio Limited Celsio Limited Company
Business Contact Details
Name of Main Contact David Mawhinney
Business Address 123 Lower Ballyboley Road Balynure Ballyclare
Position/ Role Director
Office Phone Mobile 07711 477000
County Antrim Email david@celsiogroup.com
Postcode BT39 9UJ
Website www.celsiogroip.com
SECTION 2-CONSULTANT INFORMATION
Contact Details
Business Name of Chosen Consultant/ Firm
Tangible Consulting
Business Address 11 Glengoland Ave, Belfast BT17 0HY
Approved Daily Rate for ITI Elevate Services
£500 No
Are your Tax affairs in Order?
Yes/ No
Name of Consultant who will work on the Elevate Project
Office Phone 07921865803
Mobile 07921865803
Eamonn Cavlan
Email eamonn@tangibleconsulting.co.uk
Website www.tangibleconsulting.co.uk
Are you Registered for VAT? VAT No.
For ROI Consultants only
Have you an up to date Tax Clearance Certificate?
Yes/No
Applicant PPSN/tax Reference No.
Access Number
Any personal information which you provide to InterTradeIreland will be obtained and processed in compliance with GDPR regulations. The information in Application Forms will be used by InterTradeIreland in the processing of your application and for ongoing administrative purposes between you and InterTradeIreland.
April 2018
SECTION 3- ELEVATE PROJECT PLAN
Please state the aim/s and quantify the objectives for your Elevate Project. During this project we would like to understand the demand for our product in the ROI market. The result of this should give us the information on the demand within the ROI market from likely customers, the current solutions (if any) they are using for innovation, the likelihood of them using our recognised system and understanding any segmentation in the market for what is a horizontal product. We would like to build a sales pipeline with potential customers and have at least one to two live trials running with a customer at project end.
We have a three stage process that we will use for the project as follows:
1 Consultant educated about the benefits of our software in order to explain it to potential customers.
2 Selection of 20 “top targets” within the market that the consultant will pro-activley engage with to understand who are correct point of contact(s) are, what their current solution is, their interest level in undertaking a demonstration of the product/ undertaking business development meetings. Understand what the difference in demand between public and private sector.
3 Delivering a demonstration and signing up to a pilot project with us.
In your application, you chose the top two priority activities from the list below that would be of greatest benefit to your business as it prepares for market entry.
Explain in detail what tasks need to be undertaken by the Elevate Consultant in order for the 2 activities prioritised above to be achieved, and the consultant time that will be allocated to each task. Where applicable tasks should be quantified.
Tasks for Priority Activity 1
Consultant educated on our software in order to understand the benefits and how to explain it to potential customers
Selection of 20 “top targets” within the market that the consultant will undertake desk based research to understand who are correct point of contact(s) are via telephone calls and online research
Tasks for Priority Activity 2
The consultant will support the company to set up a strategy to target the market post project to grow the company base
Consultant time allocated to each task
½ day
3 days
Consultant time allocated to each task
½ day
Sales Leads Generation
Elevate is not intended to be an exclusively paper based exercise and all projects should include an element of sales leads generation. Please provide details of tasks to be undertaken to assist the business to achieve sales leads/meetings.
Consultant will make direct contact with organisations and introduce the product. To find out what their current solution is, their interest level in undertaking a demonstration of the product. Understand what they would be willing to pay.
The consultant will agree sales meetings with those who have shown a sufficient level of demand and set these meetings up for the company to attend.
5 days
1 days
What are the anticipated outcomes and outputs of the Elevate project for your business? Please explain and quantify.
During this project we would like to validate the demand for our product in the ROI market. The result of this should give us the information on the ROI market for likely customers, the current solutions they are using (if any for planned innovation), the likelihood of them using our product. We initially wish to target our top 20 likely targets in the market and where possible and interest shown, meet with each of these, although we do not anticipate all of these top 20 being receptive to a meeting. We would like to build a sales pipeline with potential customers and have at least one live trial running with a customer at project end. Ultimately we would like to generate additional sales in ROI in year one of approx. £50,000 pa +
SECTION 5- PROJECT COSTINGS
Total project costs should not exceed £5,000 or the Euro equivalent. This amount is inclusive of any travel, accommodation and where applicable, VAT.
Costs should be calculated in the currency of the consultants’ invoice/ registered business.
Total number of days agreed for project delivery
(based on an avg. 7.5hrs per day, not including travel time)
Consultant’s Agreed Daily Rate £500
VAT (if applicable)
Travel costs @ £0.45/ €0.52 per mile £/€
Accommodation costs @£60/ €70 per night £/€
This document should be signed a business representative (Section 1) and the named consultant undertaking the project (Section 2).
We have read and agreed the project terms of reference as detailed in Section 3.
Any associated project costs above the approved allowance of (£5,000 / € equivalent (VAT inclusive)) must be paid by the Company
By accepting these Terms of Reference, the business hereby agrees to provide InterTradeIreland with project performance information for a period of up to 24 months following the completion date (Section 4).