---
title: First American Petroleum - Operational Core Build Proposal
---

![](https://images.squarespace-cdn.com/content/v1/59948c75e58c625544027bf3/e53ccc67-b94b-4c77-95bb-5ee53713ad7c/Square+Logo.png)

CO-OPERATE INC. FIRST AMERICAN PETROLEUM PROPOSAL

SYS\_TIME 00:00:00

 PRINT

 PDF

Review Progress:

 Status: Pending\_Auth

 CO-OPERATE, INC.

 Statement of Work & Architecture Proposal

DATE:

DOC\_REF: FAP\_SOW\_V2

![](https://info.co-operate.io/hubfs/raw_assets/public/FAP-Logo-762x1024.png)

System Architecture Energy & Logistics CRM Engineering

# FIRST AMERICAN Operational Core Build

 Your current spreadsheet-driven model is hitting its scaling limit. We are replacing fragmentation with a unified HubSpot architecture that natively maps Tribal relationships to field-level logistics and fulfillment.

#### Prepared\_For

 Mimi Goh

 First American Petroleum

#### System\_Architect

 Nicholas Padula

 Co-Operate Inc. 

![](https://info.co-operate.io/hubfs/raw_assets/public/FAP-Logo-762x1024.png)

OBJ\_STATION: MAPPED

OBJ\_TRIBE: RELATIONAL

LOGIC\_GATES: DEFINED

 MODULE\_01

## Enterprise Outcomes

 Translating Architecture to Business Value

### Risk Mitigation

 Eliminate the risk of missed renewals. Automated alerts trigger at 90, 60, and 30-day intervals prior to contract expiry, securing continuity and compliance.

### Operational Velocity

 Decrease deal-to-dispatch latency by 40%. Centralized document storage ensures logistics teams never hunt for signed NDAs or tax-exempt certificates again.

### Demand Visibility

 Transition from reactive to predictive. Aggregated station data rolls up into real-time executive dashboards, detailing macro fuel volume demand metrics.

 MODULE\_02

## Architecture Spec

 Object-Relational Mapping & Platform Stack

### Data Structure Definition

 Standard CRM setups fail petroleum businesses because they lack "Relational Depth." We will configure HubSpot to handle three specific, interconnected tiers:

 TIER 1

#### Tribal Entity

 High-level umbrella account. Stores Master Service Agreements (MSAs), tax-exempt status, and global contract terms.

 TIER 2

#### Station Asset

 Geographic child-object. Stores physical tank capacities, co-branding levels, and specific fulfillment requirements.

 TIER 3

#### Supply Terminal

 Supply nodes. Automatically linked to Stations via customized terminal lookup and association protocols.

### Technology Stack

BASE\_PLATFORMHubSpot

SALES\_HUBPro

SERVICE\_HUBStarter / Pro

DATA\_MIGRATIONETL Scripting

AUTOMATIONWorkflows v3

REPORTINGC-Suite Engine

 Critical Capability

 Custom Stage-Gates

 System strictly prevents a deal from reaching 'Fulfillment' status if mandatory compliance documents are absent.

 MODULE\_03

## Process & Timeline

 7-Week Execution Schedule to Launch

 1

### Immersion & Mapping

 WEEK 01

 Deep dive into existing Tribal MSAs and Supply Agreements to define exact field mapping and custom object requirements.

 Field & Object Audit

 Data Sanitization Rules

 Architecture Blueprinting

 API & Integration Scope

 Fig 1: Object Relational Mapping

Tribal Entity

Station Asset A

Station Asset B

 SUPPLY\_TERM\_01

 SUPPLY\_TERM\_02

 SUPPLY\_TERM\_03 

![](https://info.co-operate.io/hubfs/raw_assets/public/image3.png)

 2

### Development & Migration

 WEEKS 02 - 05

 Active configuration of pipelines, automated handoffs, and Service Hub ticketing. Bulk migration of normalized spreadsheet data into the new architecture.

 Sales & Service Pipelines

 Workflow Stage-Gates

 ETL Data Import Mapping

 Logic Validation Testing

 Fig 2: Automated Handoff Logic

 1. MSA EXECUTED

 2. SITE COMPLIANCE

Validation  
Gate

 Logistics Ticket Created 

![](https://info.co-operate.io/hubfs/raw_assets/public/image2.png)

 3

### Hyper-Care & Launch

 WEEKS 06 - 07

 Live system testing with real data. Team training sessions and building real-time dashboards for management oversight. Final handoff.

 Fig 3: Executive Reporting

 User Acceptance Testing

 Demand Visibility Dashboards

 Team Enablement Sessions

 Formal Project Close-out

![](https://info.co-operate.io/hubfs/raw_assets/public/image5.png)

 MODULE\_04

## The Investment

 Fixed-Fee Architecture Schedule

| Phase\_ID | Service\_Description | Value\_USD |
| --- | --- | --- |
| 01\_IMM | Immersion & Architecture Blueprinting Data modeling, field mapping, API scoping. | $2,800.00 |
| 02\_DEV | HubSpot Configuration & Data Migration Pipeline building, workflow logic, spreadsheet import. | $6,000.00 |
| 03\_OPS | Enablement Training & Deployment Dashboard creation, team training, hyper-care window. | $2,800.00 |
| TOTAL | Total System Build | $11,600.00 |

#### Payment Milestones

- Kickoff Invoice (Retainer) 50%
- Phase 3 Initiation 30%
- Final Project Close-out 20%

#### Partnership Parameters

Software Licensing: Co-Operate Inc. does not include HubSpot SaaS licensing costs. First American is responsible for direct procurement prior to Phase 2.

Timeline Dependencies: The 7-week timeline assumes a commitment of ~1 hour per week from key First American stakeholders for discovery and review sessions.

## Authorize System Build

 By authorizing this statement of work, you initiate the 7-week operational transformation. Upon execution, we will generate the final MSA and calendar links for the Immersion Phase kickoff.

AUTHORIZE BUILD

 Authorized Signature: First American Petroleum

 Date

 Encrypted Digital Signature via Co-Operate Portal

## Begin Your Build

 Complete the form below and we'll route your kickoff invitation and initial invoice.

 CO-OPERATE, INC.

 Enterprise CRM Architecture & Implementation

 ©  ALL RIGHTS RESERVED.