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(2J We will select companies for further counseling from among the volunteers based on one-on-one Interviews with Essergy staff and answers to a questionnaire scored according to the following criteria that indicate the likelihood of relatively near term success . The presence of a viable market for the company's product or service, and a company's of reaching It; . The willingness of the company to provide access to its records and Information under an appropriate nondisclosure agreement; . The willingness of the owner/manager to support, implement, and champion suggested changes, plus his/her ability to do so; . The availability of potential industry and other collaborators; · The possibility of access to financing; and . The likely number and cost of jobs to be saved. The Essergy team will meet to select 5-8 companies for further counseling. [3J The Essergy team will assign a principle counselor to each company selected. The principle counselor will identify the challenges and constraints specific the target company and its assets for addressing them. He/she will prioritize the challenges and develop a work plan and criteria for measuring success after in-depth analysis of each company. Written materials developed will be communicated to the Santa Ana WIB. Each business owner will be required to "sign on" to the goals developed with the principle counselor. Essergy team counselors wlll be free to invite other Essergy members with specific expertise to help In the counseling process. . The work plan will be written and will have outcomes and a tlmeline. . The criteria for success will be worked out with the business owner/manager and agreed to by the parties. (4] The principle counselor will work the plan developed in (3J, initially intensively, then will check up on the target businesses on a regular basis, to insure that they are following the plan and to adjust the plan and consulting levels as appropriate to achieve the results agreed upon. He/she will provide quick crisis interventions as appropriate. The principle counselors will meet regularly to discuss cases. At the end of the perIod Essergy will provide each targeted company with a report and plan for carrying forward after the test period. As appropriate, companies will be referred for further support through the Hispanic Chamber or WIB, and may be prepared for banking and/or Investment and may be introduced to potential funders. [5] The Essergy team will track Job Creation, Job Retention, Increased Revenue, and Increased Profits to be submitted in the monthly reports. Monthly reports will measure progress according to the plan, identify issues to address In the coming period, and bill for the costs incurred. Essergy understands that the CIty may be a hold-back a percentage, depending on its regulations. The final report wlll summarize the project and suggest elements of a model that could be extended by Santa Ana or others to carry the work forward. The report also may contaIn suggestIons for training those to follow. 'Esseroy consu{tinn Page 2 EXHIBIT B