Process Integration and Computational Fluid Dynamics Studies - Preparing a Proposal

When applying for a Process Integration (PI) Study or a Computational Fluid Dynamics (CFD) Study financial assistance, companies must first submit a written proposal that includes the project's goals and objectives, scope and cost.

A template for submitting a proposal is available upon request. The proposal must be on company letterhead and signed by an authorized company officer.

The proposal should include the following details:

  1. Objective
    State the operational and measurable objectives for the project. The objectives will also serve as the basis for the evaluation of your project proposal.
  2. Background
    Provide a detailed description of the issue/need and the value in addressing this need.
  3. Statement of work
    Identify the scope of the project and the project tasks/activities, methodology and tools:
    1. Describe each activity with the measurable output(s). For example, one task could be an energy assessment that would identify energy-saving projects (outputs). Another task could be to assess each project, resulting in outputs for estimated energy savings, energy cost savings and investment costs to calculate payback for that project.
    2. Describe the methodology and tools that will be used. For example, the assessment should be performed using specialized PI tools (energy and mass balance for the entire process, pinch analysis) or CFD software.
  4. Project team
    Provide details on who will be involved in the project and identify any third party that will undertake subcontracted work.
  5. Deliverables
    As a result of the subcontracted work done during the project, outline what the participating company will receive (e.g. data, reports, etc.). Outline what NRCan will receive from the company such as progress reports, studies/presentations developed and a final project report including achievements on all outlined tasks, outputs and outcomes. For a PI or CFD Study, the final deliverable should include an energy performance improvement plan. This plan must address the general requirements of an energy management system, including energy performance improvement targets, projects to be implemented and their associated energy savings and other savings, and a project implementation timeline.
  6. Work schedule
    Provide the start date and measurable milestones/phases of the project and indicate who will be undertaking each work component (for example, the coordinator will spend X amount of time performing Y duties in Phase 1, etc.). Provide dates for reporting and invoicing over the term of the agreement (e.g. on a quarterly basis).
  7. Project Costing
    Provide a breakdown of the estimated project costs by task in accordance with eligible expenses (see the proposal template). All expenses and claims submitted by an association or company under the ecoENERGY Efficiency for Industry financial assistance program must be accompanied by a receipt or proof of cost incurred.
  8. Terms of Payment
    Provide the planned payment schedule for the project (e.g. by phase, quarterly, etc.). Identify all sources of funding (e.g. multiple financial assistance programs, etc.).
  9. Declarations
    Provide the proposal on company letterhead, signed by an authorized company officer to declare that by signing the proposal all the following conditions have been met:
    1. Your organization is a CIPEC member;
    2. Your organization has the management, financial and technical resources to fulfill the undertaking;
    3. No former public servants to whom the Conflict of Interest and Post-Employment Code for Public Office Holders or the Values and Ethics Code for the Public Sector apply are involved in the Project;
    4. Your organization will provide the information on results upon completion of the project as specified in the contribution agreement;
    5. Your organization will also commit to monitor and report on energy performance improvement results on an annual basis (or as agreed) for the next 3 years following the end date of the contribution agreement;
    6. Your organization will wait for a written confirmation of the approval of NRCan before undertaking this service to remain eligible for the funding.

About PI and CFD Studies: Financial Assistance


Funding Process