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Your Energy, Smarter Team Energy is a Developer of Supply and Demand Side Power projects. Our Core management has over 75 years of successful power project development, design/build, ownership, operation and finance of power facilities (public and private) in the US and Canada. TEI is a cut above other power project developers by virtue of the experience and expertise of its core management team and a unique relationship with NERC, Training of Certified System Operators and Compliance Audit Support Services. Our Services Supply Side Power Project Development, Demand Side Power Project development, NERC Training for Certified System Operators, NERC Compliance Audit Support. Our Team Seasoned experience and expertise for NERC services and professional power project development, combined with new generation technology and talent. Our Examples Green Power solutions including Energy Performance Contracts, alternative and renewable power projects including Landfill, Wind, Solar, Biomass, WTE, MSW and Cogeneration. Your Benefits Smart Grid technology today for energy retrofit, LEED solutions for new facilities and new sources of green power for a cleaner environment, conservation and reduction of dependency on foreign resources. Your Energy, Smarter Table of Contents Our Team 3-7 Supply Side Project Development 8-13 Demand Side Project Development 14-17 Current Projects in Development 18-20 NERC Training 21-22 UCF Incubator Program 23 Executive Summary 24 Exhibit A – Pro Forma Exhibit B – Resumes Exhibit C – NERC Training Example www.teamenergy-inc.com Your Energy, Smarter Our Team www.teamenergy-inc.com Your Energy, Smarter Don Wood Chief Executive Officer Professional Profile Born and raised in Canada, Don is a career long entrepreneur, owning and operating several business ventures over the last thirty years. Don started running a family surgical instrument manufacturing business at the age of twenty one after passing on an opportunity to play professional hockey in Europe. Over the next four years he arranged a deal with a venture capital firm that acquired a minority interest in the family business. That experience led him to enter the financial services business. For 10 years he operated as president of Tridon Financial Group, a financial services company specializing in insurance, mortgages and real estate. Developed from a startup, Don successfully developed the insurance brokerage business to over $75 million in annualized written business with offices across the country. In 1992, Don and his family moved to Florida and started a non-profit missing child organization called Child Watch of North America. As President of Child Watch he attracted national partnerships with Shell Oil, Texaco, AT&T, Staples, Toys R Us, Pizza Hut, Continental Airlines, KB Toys and Epson. Mr. Wood developed and successfully implemented major marketing campaigns with these major corporations. In June 2003, Shell Oil distributed over one million photo ID card kits to new and existing customers. Over a three year period Shell and Texaco saw a 89% increase in phone card sales by adding pictures of missing children to the product and point of sale material (nine children were also successfully recovered). Mr. Wood has been featured on many major television broadcasts including CBS 48 Hours, Primetime Live and Geraldo. Child Watch has successfully recovered over 200 missing children. While still actively involved in Child Watch, in 2001 Don served for 5 years as CEO/President of the Hard Rock Academy, a brand extension of Hard Rock Cafe International. www.teamenergy-inc.com Your Energy, Smarter Henry L. Martin Chief Operating Officer & Chief Financial Officer Professional Profile Education B.S. Industrial Engineering, Roosevelt University, Chicago, IL. Masters in Business Administration (MBA), Business & Finance, University of Miami Experience Independent Consultant Responsibilities: Provide technical and management consulting services for the following organizations: The Energy Group UPS Stores Luxury Bath Systems Keller & Associates KMS Energy, Inc. (KMS) Chief Operating Officer KMS designed, built, owned and operated cogeneration, waste-to-energy and independent power plants. National Energy Systems, Inc. (NES) President & General Manager Responsibilities: I founded NES to take advantage of the deregulation of natural gas and the vanguard of electricity deregulation. Business plan included establishing wholesale purchases of natural gas for customers and negotiating power sales agreements with local utilities, design, construction and operation of cogeneration and independent power facilities. Waste Management, Inc. Director – Gas Recovery & Control Responsibilities: Established direction and management of air emission issues connected with disposal and operation of municipal solid waste landfills. International Experience: Panama Colombia Peru www.teamenergy-inc.com Your Energy, Smarter Harold Keller President Professional Profile Education M.S. Engineering – Purdue University M.S. Marketing – North American University B.S. Marketing & Economics – Ball State University Affiliations AAEE – American Association of Environmental Engineers Experience •Former Founder/Owner President of KMS Energy Inc. (1991-2002) •Coordinated design/build development of power projects in the US and Canada including Natural gas fired cogen for universities and industrial facilities, Hospital Emergency backup systems, Landfill gas-to-electricity projects, Hydro, Wind DSM and MSW •Over 30 years experience in project development and management, including multi tenant commercial, medical, power generation and transmission in the Continental US, Hawaii, Caribbean and Canada. •Writes training classes for Bulk Electric Systems (BES) Certified System Operators under FERC/NERC, in partnership with Iowa State University Engineering Department. •Makes presentations to utility clients on energy and power related services. •Conducts reliability compliance audits for NERC and RRO Standards. •Provides expert witness and litigation support to law firms representing energy related clients. www.teamenergy-inc.com Your Energy, Smarter Chris Scerra Founder Strategic Alliances Professional Profile Education Trained and certified thru the Department of Energy’s-Division of Energy Resources. Training included analyzing water consumption, building envelope measures (air sealing, insulation & venting), motors, lighting systems, hvac-r systems and energy management control systems. Experience •Former Program Manager for Utilities for overseeing deployment of DSM basedEnergy Efficiency Programs •Former Manager of Facilities & Operations for 44 billion dollar Industry Leader *(SUPERVALU) •Owned and operated Team Energy for over 15 years as an energy management service company •Provided multi-site projects to Pepsi Bottling Group, Coca Cola Enterprises, SUPERVALU and Hannaford •Involved in numerous National based Lighting Retrofit Programs with Fortune 100 Retailers-with duties focused on deployment of roll out programs as a contracted Project Manager, anchored by a 80,000 fixture replacement program awarded by MI based Meijers in 2005. •Extensive experience with Wireless-Energy Management Control Systems for large space C&I environments. www.teamenergy-inc.com Your Energy, Smarter Supply Side Project Development It seems that each decade enjoys some type of stimulus or incentives that drives the development of alternate energy projects. During the 80’s, emphasis was placed on reducing source emissions from and improving efficiency of traditional energy systems such as landfills and steam plants. New, high efficiency plants replaced older, less efficient systems. Coal boilers were quickly becoming a way of the past. The late 80’s, 90’s and early 2000 gave rise to a directionally different stimulus. The natural gas industry recently underwent de-regulation as a result of a complex set of initiatives with producers and customers. This set the way for the electric industry to open its doors to a similar initiative. The net result produced a golden opportunity for independent developers to compete against utilities using initiatives mandated by state and federal governments. Non-utility energy companies were now allowed to compete with utilities and utilities were required to provide interconnection to their grid and provide back-up service. The late 2000 era is now providing a different sort of stimulus that encourages the growth and usage of renewable resources. A resurgent interest in proven technologies such as wind and solar are being highlighted. Alternate energy resources such as landfill gas, waste-to-energy and thermal systems are once again being sought as an efficient and non-polluting way to satisfy the energy needs of the Country. The US Treasury has made available a direct payment of 30% of project capital for such projects. Various federal tax incentives exist and the opportunity to capture stimulus money allocated to the states is real. The Team Energy group has been active participants in the various phases of energy supply projects over and during the last 30 years. We are well positioned to take advantage of new stimulus features to continue this business in a successful manner building on the past and taking advantage of current and future opportunities. www.teamenergy-inc.com Your Energy, Smarter Supply Side Project Development Dir Hydro Project 115 MW Hydroelectric Facility. Generating 547 GWh/yr and discharging over 18,000 gallons of water per second. Entenmanns Bakery 2 MW Cogeneration facility supplying hot water for bakery process by harnessing waste heat from power generation equipment. www.teamenergy-inc.com Your Energy, Smarter Supply Side Project Development Japan Power Generation Ltd. 125 MW Power Generation facility. 24 x 5.65 MW diesel generators. Eagle, Colorado Cogeneration Facility 10 MW Cogeneration provides base load power to gypsum manufacturing facility and exhaust air from turbines to dry sheetrock product in ovens. www.teamenergy-inc.com Your Energy, Smarter Supply Side Project Development Aga Khan University 10 MW Cogeneration with absorption chillers. University and Hospital in Karachi, Pakistan. Macon County Landfill Gas Facility 1.6 MW Landfill gas-to-electricity facility utilizing gas wells to extract methane from landfill, fueling reciprocating engines to drive generators. www.teamenergy-inc.com Your Energy, Smarter Supply Side Project Development Siddique Trade Centre 5 MW Captive Cogeneration facility using Gas Turbines and Gas Engines. Lahore, Pakistan. Toronto Municipal Solid Waste Power and Recycling Facility Totally enclosed facility for incineration of Municipal Solid Waste processing 400 tons/day and generating 10MW of electricity for plant load and export to the grid. Facility includes a stateof-the-art emission control and monitoring system that is monitored on-site as well as at the primary office for the Region of Peel. www.teamenergy-inc.com Your Energy, Smarter Supply Side Project Development Crossroads Cogeneration 10 MW cogeneration facility in Mahwah, New Jersey. The facility is designed to provide electrical and thermal energy to an adjacent office park including a 240 room Sheraton Hotel and 370,000 sq. ft. of office space. Advocate Illinois Masonic Medical Center 800 kW cogeneration project installed to provide emergency stand-by electricity as well as load shed features to reduce electricity costs. www.teamenergy-inc.com Your Energy, Smarter Demand Side Project Development SUPERVALU Andover, MA - Replaced over (600) 400 watt high pressure sodium fixtures with 200 watt pulse start-metal halide fixtures that came with patented adjustable inner reflector system and motion sensor controls. This relationship aligned us to be contracted by SUPERVALU as their Manager of Facilities & Operations Services - with duties of identifying other energy projects for corporate facilities and contracted franchises. Hannaford Supermarkets South Portland, ME - Replaced over (500) 400 watt high pressure sodium fixtures with newer energy efficient 6Lamp-T5 linear fluorescent high bays with dedicated sensors. www.teamenergy-inc.com Your Energy, Smarter Demand Side Project Development Pepsi Bottling Group Awarded multiple warehouse and bottling plant projects from PBG across the country for installing new energy efficient linear fluorescent lighting systems and dedicated sensors. Coca Cola Enterprises Awarded multiple warehouse and bottling plant projects throughout CCE’s northeast region for installing new energy efficient linear fluorescent lighting systems and dedicated sensors. www.teamenergy-inc.com Your Energy, Smarter Demand Side Project Development Sweetbay Supermarket Due to a relationship developed with Hannaford (a sister division), TEI was awarded a contract in 2004 by a general contractor awarded a (100) store renovation program that dealt with transitioning the older Kash N’Karry name over to the new Sweet Bay name. TEI provided an array of project manager services dealing with replacing main sales floor lighting. *(this agreement aligned opportunities with larger national programs). Meijer, Inc. TEI was contracted as a project manager in 2005 by Meijer to oversee and deploy an energy efficiency program dealing with replacing app. 80,000 lighting fixtures spread across over 16M sq. ft. of retail space. This aggressive program turned out to be the largest of its kind in the US that year. This program aligned TEI to be contracted in 2006 through 2007 by a leading national labor contractor (IES) who had similar contracts in place with Wal-Mart, Kmart, and Kroger. www.teamenergy-inc.com Your Energy, Smarter Demand Side Project Development Hawaiian Army Barracks – Honolulu, HI Demand Side Management (DSM) project to retrofit lighting and air conditioning units with energy efficient systems. www.teamenergy-inc.com Your Energy, Smarter Current Projects in Development South Lake Hospital Franklin, OH Landfill Project Shell Oil & FirmGreen www.teamenergy-inc.com Your Energy, Smarter Current Projects in Development Dekalb County, GA Landfill Project Aecomm Meijer Stores, Michigan www.teamenergy-inc.com Your Energy, Smarter Current Projects in Development St. Cloud, FL Landfill Nassau County, FL Landfill www.teamenergy-inc.com Your Energy, Smarter NERC Training www.teamenergy-inc.com Your Energy, Smarter NERC Training The centerpiece of TEI’s Development capability is a unique relationship with NERC (North America Reliability Corporation) which controls the Bulk Electric System (BES – better known as The Grid). Technicians who operate the Grid must be certified by NERC and then maintain their certification with 50-70 hours of continuing education (CE) per year. TEI will be one of the select few organizations authorized by NERC to provide this training to operators and award them CE credits. NERC has approximately 100 Reliability Standards with which all entities connected to the Grid must comply. In June 2009 FERC (Federal Energy Regulatory Commission) appointed NERC as its enforcement agency for reliability standards. Prior to this date the NERC standards had been voluntary even though most entities connected to the Grid were already members. However, the FERC appointment gave NERC the authority and mandate to assess fines for non compliance to the Reliability Standards. TEI’s classes for Certified System Operator (CSO’s) are all based on the NERC Standards. Each class carries full Standards credits and some also provide emergency credits also required for CSO’s) The relationship with NERC also provides access to all the entities connected to the Grid. These entities need assistance with the reliability standards audits and since TEI writes the classes for operators based on these standards, assisting clients with compliance is a natural follow on business. TEI NERC services include a Subscription Service to alert clients to changes in Standards, new Standards, interpretations resulting from audits and other similar information. This service includes Compliance Audit Support services to assist clients with their preparation and documentation for their compliance audit. TEI has access to NERC data including which entities are going to be audited, when and on which standards the audit will focus. www.teamenergy-inc.com Your Energy, Smarter UCF Business Incubation Program Team Energy Inc. has been chosen as one of the inaugural businesses to set up an office at the brand new UCF Business Incubator in St. Cloud, FL. Construction is scheduled to complete before the second half of 2010, so Team Energy is planning to move in very soon. The goal of the UCF Business Incubation Program (UCFBIP) and its community partners is to facilitate smarter, faster startup and growth of emerging companies so those companies will become financially successful, high growth companies in the community. UCFBIP clients are provided an array of business development services and resources to help accelerate growth. The formal incubation process takes place through a series of strategic and tactical working sessions. The strategic sessions are designed to help define the company business, market and capital strategies and to build the business plan. Expertise and resources are identified for the company to utilize in addressing tactical needs as they are identified through the strategy sessions or through other informal interactions with Incubator staff and advisors. Regular education and networking programs also are designed to address the shared needs identified among UCFBIP clients. Graduation takes place when a client has achieved a level of financial and corporate growth that enables them to leave the incubator and enter the second stage of corporate growth. www.teamenergy-inc.com Your Energy, Smarter Executive Summary The attached spreadsheets define a 5 year pro forma for the various segments of the Team Energy components. Founded in 1995 by Chris Scerra, its early focus was in demand side project development. TEI's core management team today has extensive supply side development experience as well as equal knowledge on NERC standards and processes. We also focus on staying in touch with technology advances and pride ourselves on providing attentive customer service through our experienced support staff. The NERC relationship affords TEI with a level of credibility and access to the power industry that sets it apart from other developers. The seasoned veterans of the team help to focus on successful development opportunities by identifying fatal flaws early in the pre development analysis process. The Smart Grid style application of state of the art technology drives TEI design, construction and operations. and in house “Nerd Nest” keeps all aspects up to date with the latest technological advances. Development capital is needed to advance TEI to the next level. Because of existing relationships, the capital needed to obtain the NERC status required to provide online training and Compliance Audit Support is modest. The expertise and experience in writing the classes and Compliance Alerts is already resident in the core team, who have successfully developed NERC curriculums for Engineering schools such as Iowa State University and participated in Federal grant proposals for Smart Grid training with ISU, Georgia Tech and Texas A&M; and obtained “NERC Approved CE Provider” status for other consulting groups. Capital for specific supply side and demand side projects is needed to move the projects which have been identified as viable through the predevelopment stages to obtain Energy Performance Contracts, Power Purchase agreements, fuel and entitlement agreements. Most of this work is within the expertise of the TEI core team. Many of the outside vendor requirements for predevelopment are also available on a success basis. Costs to be covered by development capital are detailed in the attached pro forma. www.teamenergy-inc.com