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How to write your Energy Efficiency Proposal

You can create your customized editable variation of this document using Proposal Kit. Follow these steps to get started.

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Screenshots of 4 of 11 pages of this sample

Click the PDF View link above to see more. The complete sample is included in every Proposal Pack and the included Wizard software can build you an editable version in Word that will be in the design theme you purchased. You can purchase a different design theme than the sample is illustrated with.

Proposal Pack Resources #3 Title Page

Proposal Pack Resources #3 Body Page
Proposal Pack Resources #3 Body Page
Proposal Pack Resources #3 Back Page

1. Get a Proposal Pack such as Resources #3

This sample was created using the design theme Proposal Pack Resources #3. You can recreate this same sample using any of our Proposal Pack design themes and have it customized for your business.

We include this sample in PDF and editable Word format chapters that can be customized using the included Wizard software when purchased with a Proposal Pack or the Professional Bundle.

To create your customized proposal using your logo and colors, get Proposal Pack for Any Business. We include this sample in every Proposal Pack.

2. Download and install after ordering

Once you have ordered and downloaded your Proposal Pack you will have all the content you need to get started. If you order the sample as a template you will download the Word document after ordering and edit it in your office software.

3. Set up the included Wizard software

While the Wizard software makes the process more efficient, you can manually assemble your version of this sample using the content provided and just a Word processor. We only include the Wizard software with a Proposal Pack or the Professional Bundle.

4. Import the Quick Start layout titled 'Energy Efficiency Sample Proposal'

The included Proposal Pack Wizard software makes creating a customized version of this document speedy and efficient. The sample content is in Word format documents, so you can also use the sample text without using our Wizard software. Using the Wizard software, you can create custom variations of this template and automate your quotes with the line item database.

The Energy Efficiency Green Remodel Proposal is an example of a proposal using Proposal Pack to pitch the retrofitting of a company's facilities to achieve a green business rating and reduce energy costs.

This is a good example to follow for anyone writing a general business proposal. This example shows how our Proposal Packs can be used for virtually any type of proposal. In this example a company is promoting its services to remodel a commercial facility to improve energy efficiency.

Anyone writing an environmental, green or energy related proposal. Anyone writing a construction or remodeling proposal.

5. Customize the template with your information

You can customize the layout with different chapters, change the order of chapters, import your content and information, change the visual design, edit the text, and more. You have complete control over customizing this sample.

Energy Efficiency Sample Proposal - The Narrative

Energy Efficiency Facility Retrofit

Taynor Corporation wishes to remodel its corporate campus to achieve greater energy efficiency and to gain the "Green Business" rating from the state of Kansas. Retrofix Corporation specializes in remodeling older buildings to incorporate new energy saving devices and designs with minimal disruption to your ongoing business. We believe you will find our ideas innovative and surprisingly economical.

The Objective

Taynor Corporation wishes to remodel its corporate campus to achieve greater energy efficiency and to gain the "Green Business" rating from the state of Kansas. Taynor Corporation has budget for this project. Reduce the need for natural gas heat in winter and electricity and water all year round. Reduce maintenance and watering costs for landscaping.

Conduct business as usual during remodeling efforts.

The Opportunity

Taynor’s buildings were originally constructed in 1912. While the age of the facilities create some challenges for modernization the high ceilings and thick walls allow for opportunities not easily achieved in more constricted setting. Remodel buildings and to reduce heating costs in winter.

Remodel buildings and to reduce electricity usage all year round. Redesign landscape to reduce maintenance and watering costs.

The Solution

Retrofix proposes the following measures to update Taynor Corporation’s campus within the company’s stated budget limit. Install energy efficient skylights and row of glass block ‘windows’ immediately below the ceiling line in all bathrooms in the main room shared by workers in cubicles and in the company lunchroom. This will reduce electricity for lighting all year round and will reduce heating costs in autumn winter and spring seasons.

Install solar water heating system to heat water for company bathrooms and kitchen. This should completely eliminate the cost of heating water. Install programmable thermostats in all rooms to efficiently manage heating and cooling efforts.

Replace all toilets with low water usage models and install automatic shut off devices on all faucets in bathrooms to reduce water usage. Add motion sensors to all restrooms to automatically turn on off lights and fans. Replace all exterior lights with solar powered lights to reduce electricity usage after dark.

Replace all lawn and exotic plantings with native wildflowers trees bushes and ornamental grasses to reduce maintenance and watering costs. Standard Disclaimer. The numbers represented above are to be used as an estimate for the projects discussed. The above Cost Summary does in no way constitute warranty of final price.

Estimates are subject to change if project specifications are changed or costs for outsourced services change before being locked in by binding contract. This project is legally required to meet the rules and regulations listed below. Legal Requirements Applicable to This Project.

Requirement #1 Required safety wear for employees Both federal and state organizations require that all workers wear protective clothing including non flammable overalls hard hats facemasks and other specialized gear depending on working conditions. Retrofix supplies all required clothing for its employees and will supply additional clothing as needed for Taynor employees that may need to pass through construction areas. Requirement #2 – Safe removal of lead and asbestos Due to the age of Taynor’s buildings it’s likely that we may encounter lead and or asbestos during our remodeling efforts. We will meet or exceed the stringent requirements set forth by the state of Kansas for handling these materials.

Requirement #3 – Appropriate barriers and signs around work areas The state requires that all active work areas are so designated by appropriate warning signs and that barriers restrict general access to these areas. Retrofix has generous inventory of barriers and signs and our staff is trained in their use. Requirement #4 – Secure storage of hazardous materials As mandated by the state and federal agencies Retrofix will supply and maintain secure lockers in which all paints solvents and other hazardous materials will be locked when not in use at the site. Retrofix Corporation carries the insurance policies and coverage required by Taynor Corporation to bid on this project.

Insurance Policy #1 Carrier. KS Construction Insurance Coverage. $5 million general surety bond Policy #.

Insurance Policy #2 Carrier. Kansas Labor and Industries Coverage. All our employees are fully insured as required in the KS L&I program Policy #. InsurChek America Coverage.

$5 million errors and omissions insurance Policy #. Retrofix Corporation has been business leader for twelve years and is an active member of the following organizations. Active Memberships.

Green Builders of Kansas – since Retrofix helped to found this organization which serves to share environmental ideas and expertise within our state. Sustainable Design Association of the United States – since This is nationwide organization that publishes monthly magazine and holds an annual conference to promote its members and spread the word about environmentally friendly architects and builders. In we won the coveted SDA prize for our innovative work on the Mantex building in Kansas City.

Midwest Renewable Resources Council – since Our president serves on the board of this organization which seeks common solutions for promoting renewable energy resources in the Midwest Region of the United States. The board meets quarterly in St. Louis MO. Retrofix Corporation has received number of awards and achievements for outstanding performance in our industry. We pride ourselves on our innovation and our efficiency.

Recent Awards.

Kansas Star Contractor Award 20XX This is an award given by the state based on recommendations by clients. "Retrofix consistently comes through on time and under budget." – Joe Dereske President of Award Committee 20XX. Triple Reward 20XX and 20XX This monetary reward $100K is given by the national energy efficiency committee to companies that excel in retrofitting buildings to achieve energy efficiency.

Triple stands for Excellence in Energy Efficiency. "Retrofix is shining star among remodeling companies. They excel in finding solutions." – Marlene Carpenter President of Triple Reward Committee.

K State Safety Always Medallion 20XX We have won this award for eight years in row for our excellence in safety procedures.

Past Awards

K State Safety Always Medallion 20XX 20XX This award is given to construction companies that maintain an excellent safety record. "Once again Retrofix takes the top spot. We should just permanently engrave their name on the medallion." – Sam Comitas Award Presenter 20XX. Midwest Energy Ingenuity Prize 20XX 20XX This is prize awarded for innovative practices or designs that lead to greater energy savings or more cost effective practices.

In 20XX we won for our innovative idea to run ventilation systems and water pipes underground to lower heating and cooling costs. In 20XX our light efficient workspace design took first prize. "If only we could get Retrofix to redesign the U.S. government.

Please find enclosed our proposal for retrofitting your corporate facilities to make your campus energy efficient. We believe that you will find the long range utility savings far outweigh the initial expenditure. And in today’s political climate it is competitive advantage to be considered ‘green’ organization. Retrofix Corporation specializes in remodeling older buildings to incorporate new energy saving devices and designs with minimal disruption to your ongoing business.

We believe you will find our ideas innovative and surprisingly economical. The costs referenced in this proposal are good for thirty days.

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There are 200 complete sample proposals including this one in each Proposal Pack

The following related samples are also included in Proposal Pack:

These template layouts are related to this sample

The following related templates are also included in Proposal Pack with this sample:

Length of Sample

11 Pages

There are thousands of chapters to choose from in Proposal Pack. This sample uses the following set of Proposal Pack chapter templates: Cover Letter, Title Page, Table of Contents, Client Summary, Cost Summary, Regulations, Awards and Achievements, Insurance, Memberships, Back Page.

Energy Efficiency Sample Proposal Calculator Spreadheets

These Excel calculator spreadsheets are included with this template. If you purchase a Proposal Pack or the Professional Bundle, these proposal pages are generated using an automated line-item database in the included Wizard software. The calculator spreadsheets are intended for use when purchasing only the sample as a static Word template.

Cost Summary Calculator

This sample illustrates how to write the following types of proposals

  • General business proposal
  • Non-technical proposal
  • Service sales proposal
  • Project pitch proposal
  • Construction, contracting, building proposal
  • Nature, environmental proposal
  • Energy proposal
  • Many other types of proposals

Samples can be created in any Proposal Pack design theme

This sample was created with Proposal Pack Resources #3. To change the visual look purchase any Proposal Pack and this sample will be created in that design theme.



Out of the over 501 Proposal Packs available these designs are also popular for this type of proposal and this sample proposal is also included in every Proposal Pack:

Photo Design Proposal Packs

Business Proposal TemplatesProposal Pack Concepts #16
Business Proposal TemplatesProposal Pack Environmental #4

Line Art Design Proposal Packs

Business Proposal TemplatesProposal Pack Energy #1
Business Proposal TemplatesProposal Pack Energy #2
Business Proposal TemplatesProposal Pack Energy #3
Business Proposal TemplatesProposal Pack Energy #4
Business Proposal TemplatesProposal Pack Environmental #1
Business Proposal TemplatesProposal Pack Environmental #2
Business Proposal TemplatesProposal Pack Environmental #3
Business Proposal TemplatesProposal Pack Outdoors #1

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Key Takeaways

  • The Energy Efficiency Sample Proposal is a fully written sample included in every Proposal Pack and the Professional Bundle.
  • You can create custom variations of this sample using the included software and template library.
  • The Wizard software automates quotes and other financial pages with a line-item database.
  • There are no ongoing subscription fees. You get lifetime unlimited use.
  • Proposal Kit is made for freelancers, small businesses, and non-profits.
  • Proposal Kit product content (templates, samples, software) is 100% written by humans.

Frequently Asked Questions

How do I customize this sample to fit my specific project or business?

If you purchase this sample as a static template, it will be an editable Word format document; otherwise, if you buy a Proposal Pack or the Professional bundle, you can build a more customized editable Word document version of it using the included Wizard software. You can replace the sample information with your own, adjust the text to match your company's tone and style, and modify sections to include project-specific details.

Can I use multiple sample proposals for different types of projects?

You can purchase multiple samples as individual Word templates or all 200 samples are included in every Proposal Pack and Proposal Kit Professional, which is a much better deal. The Proposal Kit offers sample proposals for various industries and project types. You can select and customize different sample proposals to suit each unique project. This flexibility allows you to create tailored proposals for other clients or projects.

How can I integrate my branding into this sample?

While this sample is an editable Word document, depending on the level of custom branding needed, consider the Proposal Kit Professional, which includes the branding features in the Wizard software that let you create custom-branded design themes more effectively. Start by incorporating your company's logo on the cover page, as well as in the headers and footers of the document. Next, adjust the color scheme of the proposal to match your brand colors. Change the fonts in the proposal to align with your brand's standard fonts. Including branded graphics that reflect your brand's style will further enhance the proposal. Additionally, ensure that the text within the proposal maintains a tone and voice consistent with your brand's communication style. By integrating these elements, your proposal will reinforce your brand identity.

How do I ensure my proposal stands out and wins the client?

To ensure your proposal stands out:

  • Personalize the content: Address the client's needs, challenges, and goals to make the proposal unique.
  • Highlight your value proposition: Communicate what sets your business apart and how to deliver superior results.
  • Use professional design elements: Incorporate visuals, charts, and graphs to enhance the presentation and make it more engaging.
  • Proofread and edit: Ensure the proposal is error-free and well-organized. A polished, professional document reflects your attention to detail and professionalism.

What should I do if I need help understanding or modifying a section of this sample?

If you need help understanding or modifying a section of this sample, refer to the detailed instructions provided. Additionally, Proposal Kit includes customer support and resources such as tutorials and videos to assist you. Consulting with a colleague or a professional in your industry can also be beneficial if further clarification is needed. Asking an AI tool can also provide valuable insights for immediate needs.

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