TO: Rob Linden

COPIES: [your Engineering Advisor] / file

FROM: [you, Program+Year]
DATE: xx February 20xx

SUBJECT: FORMAL PROPOSAL for NBCC-SJ Applied Research Project—MET2

Project Title: Piping Modifications for Plant Efficiency (Saint John Foods Co.)

ATTACHMENTS: Appendix A – List of Project Deliverables

Appendix B – Weekly Action Plan Schedule
Appendix C – Résumé for [your name]
Appendix D – Available Project Resources
[Appendix E – ??]

BACKGROUND TO PROJECT
[Describe the specific situation or need that your project will address: what / who / where. Describe the
current problem(s) clearly. (e.g. Is money or time or energy being wasted? Are conditions unsafe? Is
the current design unsuitable? …) Support your claim that this issue is appropriate for a senior-level
Engineering Technology project.]

PROJECT DESCRIPTION / SCOPE

[“This project will . . . ” In one clear sentence, state your project’s specific analytical purpose. What will
you design / compare / recommend / . . . ? How will a successful solution be evaluated? If appropriate,
also indicate scope (areas your project will NOT address) and justify any limitations.]

a) Project Deliverables
[Describe the info / documents you promise to produce. Display solid reasoning: connect what
is needed with what will be delivered. REFER TO and ATTACH your “List of Project
Deliverables.”]
* APPENDIX A: “List of Project Deliverables”
[NOTE: In a workplace proposal, this is the list you would include in your itemized quotation
and your invoice for work undertaken. It is what you would be paid to do. Sample Deliverables:
recommendations, layout drawings, cost estimates, quantities, specs, calculations, CAD
drawings, equipment lists, procedure manuals, ROI, more…]

b) Schedule
[Give an overview of the activities you will undertake to complete your Deliverables. Activities
must connect with the project’s stated purpose. Mention the resources you expect you will
need. REFER TO and ATTACH a “Weekly Action Plan Schedule” that itemizes your planned
project activity until the report is submitted.]
* APPENDIX B: “Weekly Action Plan Schedule”

FEASIBILITY
[Provide clear evidence of your ability to complete all aspects of your project.]

a) Personal Credentials: [Provide evidence that you have (or are arranging to secure) the
necessary connections, skills, and time to complete the project. REFER TO and ATTACH
“Résumé for XXXXX.”]
* APPENDIX C: “Résumé for XXXXX”

b) Resources: [Persuade your reader that you are in a position to provide each and every
Deliverable. Prove that sufficient info or resources are, or are potentially, available to address
the project’s questions. REFER TO and ATTACH a listing of “Available Project Resources” that
includes human, equipment, and print/electronic resources.]
* APPENDIX D: “Available Project Resources”

…[Include other Sections/Appendices that may help to persuade your reader to accept your proposal.]

REQUEST FOR AUTHORIZATION

[Conclude with a polite request for the reader to accept your proposal and authorize you to begin work
on the project.]
Expected APPENDICES – attach to Proposal Memo

N.B.: Use a full descriptive header at the beginning of each Appendix. Follow sample for Appendix A.

Appendix A: List of Project Deliverables Date: xx February 20xx

Name, Program:
Project Title:
Sponsor:

 List all project DELIVERABLES itemized on your ARP Approval Form.

Technical Markers will assess your project on the quality of the DELIVERABLES.

Appendix B: Weekly Action Plan Schedule

 Begin the weekly schedule at beginning of project.

 End with the date of submission of final report OR projected date for scheduled presentation.

 Mention each and every DELIVERABLE you have contracted to produce for your ARP.

 Include the DELIVERABLE in the week you expect to complete it. Work leading up to
completion of a DELIVERABLE must be mentioned in prior weeks.

 Plan week-by-week ALL the major and minor activities you predict will be necessary in order to
complete the project and all its DELIVERABLES by the scheduled end date.

 NOTE: This schedule is understood to be flexible!

Appendix C: Résumé for [your name]

 Ensure résumé is up to date and correct in all details.

 Include past activities that support your claim to have the skills needed for this Applied
Research Project.

Appendix D: Available Project Resources

 Each project requires a range of reliable resources. Do you have the necessary resources to
complete each of the promised DELIVERABLES?

 This list supports your Proposal by providing evidence that you are in a position to complete
the promised DELIVERABLES and fulfill the requirements of the project.

 List the people (academic/industrial contacts), technology, materials, documents that you will
consult.

[Appendix E: ??]

 Add any other significant info specific to your project that will help the reader assess the
feasibility of your proposal.