SMRC.mou.addendums

Social Market Research for Charity – 355 S. 38th
Street – Boulder – CO - 80305
Page 1 of 58
Phillip R. Nakata
Aaron S. Nakata
Scott Bruce
JPD Zahr
April, 2014
Available on Slideshare: Download copy at http://bit.ly/smrctech
Dba SMRC : Addendums
SMRC MEMORANDUM OF UNDERSTANDING
Changing the Social Web… FOR GOOD
Bringing together charities, celebrities, personal and corporate social
responsibility, social organizations (media, networks & ‘societies’),
multi-player online gaming, social media analytics, social process
reengineering services, the dynamics of the social web and the most
popular forms of supporting charity, to finance the spectrum of
humanitarian causes as a by-invitation-only passive social credit awards
& 501(c)3 social impact rating service.
Addendums A-J / supplements to SMRC LOI/MOU and/or Partner Terms/Financing:
0: The Market Problems that Social Market Research for Charity Will Solve pg. 3
A: Mission, Articles of Manifesto, SMRC Process – Sponsor- Member Flyers pg 4-8
B: Exec. Summary, 3 yr. income projections, Business Plan, Launch Budget, BIOS pg. 9-16
C: Technical, Business & Stakeholder Overviews & Profiles pg. 17-25
D: Technology – Feature, Function & Value; Application Modules/Interface map pg. 26-32
E: Overview of the On-line Charity Application Space pg. 32-33
F: SMRC Vision and Value pg. 34-36
G: Charity Market Report pg. 37-42
H: Charity & Social Media reference pg. 43-44
I: CSR References/ samples pg. 45-46
J: SMRC’s Go To Market Plan pg. 47-48
K: SMRC’s Behavioral Analytics, Research & Workflow pg. 49-53
L: Everyting you need to know about identity security & privacy pg, 54-58.

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CONFIDENTIAL
Notice
The information contained in this document represents the current view of Social Market
Research for Charity (SMRC) on the issues discussed as of the date of publication.
SMRC cannot guarantee the accuracy of any information presented after the date of
publication and it should not be interpreted to be a commitment on the part of SMRC.
This Memorandum of Understanding is for informational purposes only. SMRC MAKES
NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. It is the responsibility
of the recipient to comply with all applicable copyright laws. Without limiting the rights
under copyright, no part of this document may be reproduced, stored in or introduced
into a retrieval system, or transmitted in any form or by any means (electronic,
mechanical, photocopying, recording, or otherwise), or for any purpose, without the
express written permission of SMRC.
SMRC may have patents, patent applications, trademarks, copyrights, or other
intellectual property rights covering subject matter in this document. Except as
expressly provided in a written license agreement from SMRC, the furnishing of this
document does not give any reader or recipient any license to these patents,
trademarks, copyrights, or other intellectual property.
Other product and company names mentioned herein may be the trademarks of their
respective owners. Copyright © 2011 dba SMRC. All rights reserved.
NOTE: Please feel free to contact us by phone or email to arrange an ad-hoc walk-thru
demonstration of the latest implementation of SMRC.
Contact:
Phillip Nakata
Chief Business Officer & Founder, SMRC
355 S. 38th
Street
Boulder, CO 80305
Tel. <720.590.7430>
phillip.nakata@socialmarketresearchforcharity.org

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Re: Seed company w/Extreme growth/value potential. Launch@10 MM+ followers;
Grow @1 MM+ followers /mo.; $2.6 BB+ social /sponsor research 1stYR, Grow to
$149 BB+ in 3 years; 92%+ to charity +rewards
The problems /opportunities /mission that SMRC will solve include, but are not
limited to:
1. Generosity: 80%+ of people are interested in philanthropy being a part of all transactions or exchanges of any type
(including research, the biggest component of the web). SMRC will allow people (everyone) to create
donations +equal rewards for their content, and for responding to research, w/o requiring purchase. Creating value
from their everyday social content gives everyone a reason to have a charity profile.
2. Social Cognitive Surplus – revealing the hidden patterns and anomalies: People will be able to generate value
for themselves, their sponsors, and their charities from every bit of their everyday social content, feedback & sponsor
interaction, aggregated over time time to: (a) See the patterns and anomalies of each person’s greatest interests, (b)
Enrich / understand their precise relationship ‎‎/influence with others (based on the common themes of favorite
interests and dislikes they share), and (c) Find‎new‎material‎they‎each‎“WILL-LIKE”, from any new interests, of each
person’s‎anonymous‎social‎doppelgangers (authenticated, trusted strangers).
3. The Most Valuable content: As content and research are the biggest and most valuable assets on the net,
developing a system that knows: how many people know about something (from all their interests), as well as how
much each of those people want it – will generate the most valuable content in the world (when applied to tens of
millions of people).
4. Monetizing from precise matching: Current content monetization strategies do not know precisely what each
person 'will-like', nor do they map the number of common related themes of interest that each person shares with
each of their friends and followers. As a result, most advertising today is invasive, based on what sponsors
think people want, or want them to like.
5. All content and traffic monetization strategies should be founded on documented, un-bias (e.g. no surveys –
based only what people say or notice), market profiling and interactive audience research - that is relevant,
educational, emotionally engaging and never invasive.
6. Noninvasive: 46%+ of the on-line community hates invasive advertising and rarely responds. Offering 2X + the
response, noninvasive 100% personalized promotion (precisely matched to each persons’ interests and self-qualified
by each sponsor’s requirements), would incentivize sponsors to not use invasive practices.
7. Most advertising today only generates a small response as people are so inundated with ads that aren’t 100%
personalized to each person’s current, qualified interests.
8. Loyalty based on support for each customer’s favorite charity(s) /cause(s): 60%+ of people will change brand
loyalty, in exchange for vendors who support their personal favorite charity.
9. Too many charities: It’s not that there aren’t enough people who want to support charity – there are just too many
charities that don’t generate real social impact (for the end beneficiaries).
10. A politically-neutral offering, to boost any economy: As corporate social responsibility, or the “people’s self-tax”.
11. This will allow each person, in their own way, to improve society, based on their everyday social interaction with
others; and for responding to sponsors offering preview opportunities precisely matching each person’s interests
(WILL-LIKES), without any purchase required to receive rewards (Delivered noninvasively as a 100% personalized,
on-demand report).
SMRC is the most productive, noninvasive, in-depth anonymous market study, monetization and realization of social-
emotional patterns, anomalies and social ‎influences ever conceived, based on society’s public social content, and
qualified sponsor research - for humanity, our economy and individual self-fulfillment
 (A) ‎Launching with 10+ million sponsor followers; (B) Targeting 147 million subscribers within 3 years to generate:
(C) $137 BB+ ‎per year ($2 BB+ 1st year) from research for charity +rewards, (D) $11 BB+ in share- holder
research revenue and (E) ‎Stimulate $2+ Trillion in sponsor cause marketing research 'conversions' (commerce).‎

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Social Market Research for Charity -
www.socialmarketresearchforcharity.org
Mission Statement
Mission: Bringing together charities, celebrities,
personal and corporate social responsibility, social
organizations (including multi-player online gaming),
social media analytics, social process reengineering
services and the dynamics of the social web to finance
the spectrum of only productive humanitarian causes
as a by-invitation-only "social rewards service model for
charity" (A Passive Social Rewards Service & 501(c)3
Social Impact Rating Service creating donations and
member rewards for social content, social
market/media research, feedback or sales)
Goals:
 Capture & analyze the web’s everyday social
conversation (& persona profiles), to (1) create a
‘social credit’ system, (2) broad/deep collective
social wisdom, (3) an economy of charity to (4)
finance the spectrum of only
productive humanitarian causes as a by-invitation-
only social credit-generating web service for
charity... while also supporting the market and un-
bias value of our most treasured social capital
1. Empowering the social web's "Follower"
markets
2. Creating donations and valuable social/tax
member rewards
3. Stimulating 200%+ free and honest feedback
4. A 20% minimum increase in loyalty, more and
new business for non-501(c)3 sponsors
5. 200%+ in sponsor goodwill reinforced on a daily
basis
6. A 100%+ increase in new supporters for each
501(c)3
7. While promoting worthy 501(c)3
charities, w/un-bias profiling & social impact
reporting
8. Creating Social Intelligence
9. Offer $0.03/ profile noninvasive personal
advertising – the next ‘google’ for advertising
INVESTOR CAPITALIZATION
RETURN / IRR: From (1) Grants, Donations, and High
Interest 1 Year Loans (at Prime +7%), that include, Triple
(3X) the value of the monies granted, donated or loaned,
as Annual donations (and credit) to the Grant, Donations
or Loan Originator’s Favorite 501-c3’s, or at (2) $3, $25 &
$100 million investment rounds - SMRC will generate:
 $210 million in (pre-tax value, after expenses)
revenues:
 Use of $2 Million Funding is for:
o Marketing (2/3 – to target 15-20 million members,
500+ charities, 1000+ sponsors & go public w/6
months)
o 1/3 for the up-scaled cloud based services to
retain (as business intelligence) the on-going 2
yrs+ social/emotional web activity history of 20+
million.
 Upon Launch, SMRC will be self-supporting;
Thereafter, 25% is to be reinvested [Net $55
million/year] as facility - development - resource funds.
SMRC INTERNAL RETURN
Direct Percentage of 8% processing/mgmt. overhead:
(processing, storing, analyzing/reporting,
accounting/credit & 2nd
services)
 Creating the most competitive edge for Charities
 7+ million prospective subscribers in the pipeline
w/major charities
 $2.2 billion for charity & member rewards (based
on the social content before research &
commerce revenues)
 $220 million from Awards of donations &
rewards for public good (1/2 issued by sponsors)
 $110 million in sponsor donations and sponsor
rewards (deductions)
 Stimulating $20-40+ billion for the USA economy
(at 15-20X the value of charity)
 Alternate Funding Opportunity: For the $2M
Partner-Investor, w/45% equity in Founder
Shares, this will generate a (35%) $606,000
annual dividend, while increasing the market
value of your investment by $69 Million per year,
if SMRC doesn’t go Public before that.

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SMRC Addendum A (con’t) The SMRC Manifesto:
Article I.
We hold these truths to be self-evident: that all human beings are essentially good; that we are
endowed by our biological and cultural ancestors with certain altruistic instincts; that among these are the
predispositions to save those in danger, to help those in need, and to give gifts.
Article II.
The scientific ground for global human solidarity is universally encoded and unambiguously expressed in the
library of our species’ DNA and manifests in the common physiology and functionality that foretoken our
common teleology.
Article III.
Ours is an age of unprecedented surplus. Not only are material productivity and prosperity at historical high-
points, an abundance of information is at our fingertips like no other time in memory. Whosoever is inclined
may reach forth her hand to claim this abundance, due in large part to the transformative technology of the
worldwide web. Increased surplus begets increased charity.
Article IV.
This unprecedented surplus demands unprecedented transparency. Transparency produces trust. Those who
mean no harm have nothing to hide.
Article V.
Ours is an age of ever-expanding, evermore-comprehensive global ecology and global economy. More than
ever today, the fate of each is bound to the fate of all. Increased connectedness engenders evermore-
common teleology.
Article VI.
This unprecedented connectedness requires unprecedented trust. Mutual trust ensures unity and
enables free interaction.
Article VII.
Universal solidarity is grounds for universal democracy. Increasingly, world-citizens are realizing the
potential of the worldwide web as an environment where free expression and self-organization can thrive.
Our solidarity and surplus, coupled with trust and transparency, afford new opportunities to save, help, and
benefit each other.
Article VIII.
Social Market Research for Charity (SMRC) steps forward to empower this vision of humanity. Our
community represents a fundamentally democratic online environment whose policy is mutual trust and
full transparency. We channel our world’s unprecedented connectedness into universal solidarity. We
transform our world’s surplus into surplus into unprecedented generosity. All is charity.

Member creates
everyday social content,
on any public media1 they
authorize.
(posts, tweets, likes,
feedback, etc.)
Creates Custom Search
Themes from historical
and current social activity,
tied to member’s
charities.
Determining
what each
member WILL
like:
SMRC non-invasively
analyzes public,
historical (2yrs), and
current social activity,
associated with
member’s registered
favorite charities.
No Identity Revealed. Sponsors in every
social topic &
keyword theme.
(add qualifications**)
Monetized for member’s/
host’s charities & rewards as
compensation for
participation & research.
Member’s Opportunity
Report - database listing
rewarding research game
opportunities &
**requirements.
(only in topics they will like based on what they
talk about, and the feedback received.)
25 sponsors/day purchasing
@ $0.03/member profile =
$0.60/day/member($219/yr.).
(after service fee, host benefits., and
awards. Hosts receive 4% of invitee’s
value for their content & research
(see below).
Syndicated Social
Sponsor’s
website or
storefront
Interactive HTML5 Mobile Video compatible.
Justifiable Value
for Every
Marketing $:
Promotes goodwill,
loyalty, traffic,
brand acceptance,
retention & hard
behavioral
research.
Determines opportunities related to member’s
Custom Search Themes & then non-invasively
(encouraging 2x response from the 46% who never
respond) promotes opportunities to:
Analyzed by: sentiment linguistics,
conversational/media topic, likes/
dislikes (how much and why), related to
topical trends across multiple media/
similar members. This creates precise
custom themes for every social topic /
keyword in each person’s everyday
public social & sponsor media.
***61% of people will try a
new brand when co-branded.
80% will switch brands. 83%
want more cause marketing.
Study sample size: 248M.
(Cone 2010)
Inspired by:
*All monies in the system are donations
w/ trade rewards. All humanitarian
501-c3’s can be registered &
receive donations.
*
Authority
website
OEM:
AdWords /
AdSense/
OpenX
4% of the on-going donations’ & rewards’ value of
hosted sponsors/members. Minimum of
$10.95/year/invitee.
Open Source In-line Video alternative to Mobile Flash.
Analogies: Amazon or Pandora’s
suggestions, on steroids (except in all topics,
not just music).
**100’s of parameters. More
diverse, and accurate than any on
the market.
1 Scope: All social media formats are supported.

SPONSORSHIP ADVANTAGES:SPONSORSHIP ADVANTAGES:SPONSORSHIP ADVANTAGES:
Maximizing market response, while turning your media
into a force for social good.
Target 100% qualified leads
while co-branding with their
personal charities* to promote
loyalty, research, and response.
Optimized by:
Conversational Sentiment Analysis,
Measured Social Influence, Trends
In Social Doppelgangers, Emotion,
all the usual suspects, +100’s more.
*61% of American’s say they will try a NEW
brand if the brand matches their charity. 80%
will switch brands. (Cone Inc, 2010.)
$0.03 per anonymous lead/research
registration. This purchase monetizes
target member’s social content,
fulfilling part of our membership offer.
Comparing SMRC to AdWords:
 AdWord’s $1-$40+, invasive, conversion
only advertising, with no goodwill, research,
loyalty, education or incentives.
Vs.
 SMRC’s $0.03/highly qualified target,
non-invasive, ~$1-2, incrementally
rewarding opportunities that promotes (&
documents) retention, loyalty, & goodwill.
 Social based, sentiment targeting that deter-
mine what your market likes & will like, by
analyzing multiple parameters, across our
member’s correlated social identities (incl.
hobby forums); revealing future markets.
 Much higher, incentivized conversion rates.
 Documented brand education that only costs
relative to your target’s proven retention.
 Supplementary to all promotions, across all
medias (internet, mobile, print, TV, radio,
etc.), by simply implementing a logo.
 92% of all moneys in SMRC goes to charity
(8% service upkeep, unlike AdWord’s ~32%,
with no direct social impact).
Additional Benefits:
Content Monetization (the incentive for social identity correlation):
 In order to incentivize up to date analytics from social interaction, SMRC creates
donations & rewards, at ‘day rates’ (awarding min $0.60/day, of $0.75 total), for
every piece of authorized, anonymous, public social content, for our members,
(and sponsors). (No cost. Funded by sponsors acquiring leads for $0.03/profile.)
Networking Rewards:
 Have a following? Every member you invite awards you 4% of all their total
participation value (4% of min. $0.75/day), as donations to your charities, and
your deductible rewards. (Awarding a minimum $10.95/yr./invitee. No cost.)
Increased Feedback:
 Increased feedback to your content (Facebook, Twitter, website, store-front, etc.),
incentivized from our altruistic and personally rewarding content monetization.
(No cost. Funded by other sponsors purchasing lead targeting, for $0.03/profile.)
Crowd-sourced Traffic:
 Massive, crowd-sourced traffic to your media, from people looking to leave you
feedback, and convert brand stimulating research for impact +rewards. (No cost.)
Increased Testimonials & More:
 Our selfless incentive system can be applied to acquire non-bias testimonials,
product demonstrations, & post purchase reviews; creating brand champions.
Mobility:
 Completely compatible with all mobile devices, allowing for on-the-go response
to in-store demos (hint, hint), billboards, fliers, QR Codes, etc. SMRC provides
complete instructions for full mobile enablement. (No cost.)
Educate Your Audience w/
Powerful Incentives:
SMRC’s “Where’s Waldo/Trivial
Pursuit-like” research game
stimulates and incrementally
rewards your audience for their
proven attention and retention to
the details of any of your
promotions.
Why Register Now?
Increase Conversions
100%+ with Powerful
Audience Incentives:
No longer are ads invasive
(a nuisance). Now they are
opportunities for incremental
altruistic, and personal rewards
for documented research &
promotional attention/recall;
opening up new business from
the 46% of people who never
respond to advertising.
If you were awarded ~$1-2 to
your favorite local charity
(+equal rewards), would you
play an engaging attention
game? How much more loyal,*
& educated would you be to
that brand? *85% of USA says ‘a
lot more.’ (Cone Inc. 2010)
Inspired By:
Additional Research
Benefits:
 Gauge, and document the
effectiveness and
absorption of your
promotions.
 Stimulate massive
goodwill and loyalty
through selfless, powerful
rewards for increased
attention; incentivizing
brand commitment.
 Game structure creates
competition amongst
friends, increasing
referrals to your
promotions.
 Positively benefit your
audience by educating
them on the products/
services they wanted
anyways.
Double Your Rewards for Life!:
Since the service is currently in development, pre-registered
sponsors & members receive double their donations &
rewards for life (but hurry, we are launching soon)!
Receive Rewards for 2 Yrs. of Past Social Content:
Our system functions the best when we can accurately
analyze trends in data. Since SMRC compensates everyone for
everything they do, it’s only natural we’d reward for this too.
Help Enable Billions of Dollars/Year to Charity:
SMRC currently has a pre-registration pipeline of 7 million
members. Their content revenues (in order to build their
opportunities) will produce a minimum of $219/year/member (of
$273.75 total) to their favorite charities per member. Registering
today will allow you to influence your follower’s value to your
supported charities. Think progress.
http://www.socialmarketresearchforcharity.org
(720) 204 –3569
SMRC User-Member’s: bit.ly/smrcmbr
1 2
3

1.) Discover Your Social
Doppelgangers; Explore New
Interests.
Without revealing anyone’s identity.
Are you interested in Ferret Legging
a.k.a. stuffing a ferret down your
trousers (it’s a real sport, look it up)?
Well, you’re not alone: there is some-
one else in the world just as unique as
you! Look! They also happen to be into
competitive Worm Charming too! (it’s
real too, trust us.) Who knows? Maybe
they might be able to introduce you to
a new thing or two.
2.) Utilize Your ‘Counter-Part
to Personal Search’; Blow
Open Your Existence.
We give you your own social media
trending A.I. which finds you up to
date information on all of your
current and discovered interests. For
instance, if you are talking about that
especially wily marmot at last week-
ends showdown, we keep you informed
with all the news you’d ever need
about taming that furry beast.
3.) Have a Tough Decision to
Make?
Wouldn’t it be convenient to have
your own personal A.I. Avatar which
can determine the potential outcomes
of your queried social scenarios? How
valuable would it be to know, without
revealing anyone’s identity, what your
friends, and society thought about
stuffing rodents down their pants?
4.) Monetizing Your Voice for
Humanity (and yourself):
In order to create sustainable impact
through your “Counterpart to Search,”
SMRC monetizes any of (every post, like,
share, conversation, upvote, star, etc.)
your authorized, anonymous, public
social content (from Facebook to hobby
forums, and beyond) for your personal
social causes, plus
the equal amount
in trade-able
rewards, which are
as good as cash*.
Imagine taking the
revenues from our
identity free
content market
research, and
instead of
distributing it to
special interests
and ourselves (like most companies do),
we distribute it to you and your causes.
Sounds pretty great, doesn’t it**?
Heck, maybe you can save some poor
ferrets from some suspecting trousers.
Man, they have to hate that…
Where does the value come from?
Please visit http://bit.ly/smrcflyer
*The purchase of the ability to promote to you
non-invasively, and without revealing your identity,
consequently monetizes your social content.
5.) Impact Society With
Your Market Response;
Help Destroy Invasive
Advertising.
Imagine a world where advertising
isn’t a nuisance, but rather a
stimulus for society.
Instead of invasive, irrelevant
advertising,
SMRC uses the
same “search*”
to find you
sponsored
offers that are
directly related
to your
interests; non-
invasively
published
separately off
page.
If you choose to respond, you can
create significantly more impact
and rewards simply by playing a
“where’s Waldo/trivial pursuit-
like” research game, which tests,
and rewards, your attention to the
details of your environment.
Rates of Social Monetization:
As donations and equal rewards.
At $219+/yr. ($0.60/day) minimum
from any of your authorized, public
social media interaction/content.
The more you communicate, the
more social value you create. The
sky’s the limit here.
At $2+ average/instance for perfect
response to the research games.
At $5/testimonial and/or 5% total
purchase value back on optional
purchases from SMRC sponsors after
answering a Post-Purchase Review.
Invite Your Friends, Followers,
and Colleagues to Create
More Social Impact!
4% of invited follower’s total
value** (minimum $10.95/year),
while enabling them to monetize
their voice for their causes.
At $0.438/yr. per invited follower’s
invited follower to your impact and
rewards. (4% of 4%. Know anyone big?)
**Total (100%) minimum value created daily is
$0.75/day from content alone, assuming no
research participation, and little social
interaction. 80% goes towards your causes, with
4% to hosting rewards, and 8% to your gift-able
charitable awards to your friend’s causes. Only 8%
of total value goes to SMRC for service upkeep.
92% of all revenues go to charity.
FIVEFIVEFIVE NO COST MEMBERSHIP BENEFITS:NO COST MEMBERSHIP BENEFITS:NO COST MEMBERSHIP BENEFITS:
Saving the world by giving true action
and value to your voice.

Page 9 of 58
Social Market Research for Charity (SMRC)
Executive Summary
(Cause Marketing the ‘Followers’ markets as a ‘by-invitation-
only’ Passive Social Member Awards & 501-C3 Rating Service)
In the new business climate of today’s technology, from
time to time, an investor/sponsor gets a chance to
participate in a paradigm shift in an industry. SMRC is
poised to change the world for the better by providing a
unique funding vehicle for every qualifying 501-c3 charity.
We have developed a means of passive funding for the
charities, by empowering (at a minimum $219/yr.) the
social market of sponsor 'followers' (10-1000X larger
than each sponsor's direct members and supporters),
each as a new supporter of five (5) worthy 501- c3's (the
latter three typically being local).
 Social media trending data (EVERY Tweet, Facebook
or blog post, SMS, comment, etc.) is sold to cause
marketing of this charity 'follower' market, into a
program that matches each party's charity profile
(ranging from popular national to the smaller, locally
popular 501-c3’s, which have MUCH higher
acceptance & loyalty rates) with sponsors wiling to
offer:
 A 5% donation and equal social credit
member rewards with any purchase (or a
smaller donation and social credit
member rewards for just giving feedback).
 An alternately offer, a small donation and
rewards for answering a research game of
attention and recall (@$0.06-$2)
 Rewards for any sponsor interaction, that
increase ad penetration with full
attention 500%+
 Sponsor POS (in store) promotions (as compared to
ONLINE ads, that use social media research), offer a
5% donation to any qualified 501-c3 along with social
credit member rewards, for purchase; with local,
smaller charities being more popular.
 Similarly, feedback and testimonials to sampling,
in-store trials and demos creates donations &
rewards ($1-$10)
 Along with a recommended rates of 7-10%+ of the
price for purchase related to on-site
demonstrations, the combinations of incentives
for reviews & testimonials (not requiring purchase)
create a powerful incentive to attend
 Downstream and ethical 3rd party referrals are
supported by 501-c3 social impact rating reports, and
through enticing incentives, the service will launch
week one with over 4 2 million members. By
redirecting the research, CSR (Corporate Social
Responsibility) and advertising revenue streams for
the benefit of charities, stimulating a 200%+ increase
in feedback and a 20% increase in
business/membership for each sponsor, this service
will generate $2+ billion for the 501(c)3 market, and
grow annually thereafter (creating 100%++ increase in
funding for all WORTHY 501-c3’s).
Financials: SMRC’ financial model will create:
a) $0.60 to $1.80 min/day/member for charity and
social/financial rewards, from revenues generated of
$0.75 to $2.25 min/day/member, for the value from
social content (content sales)
 $0.75 is created from social content (501(c)3
followers media schedules) – based on 25 of 1000
sponsors acquiring each member's profile at
$0.03/profile (compare to market profiles @
$0.10-$0.25 each) and is paid out as follows:
o $0.60/day each, to the member's favorite
501(c)3 AND to the member's social/tax
credit rewards ($219/yr)
o $0.03/day each, to the member's hosts'
favorite 501(c)3 AND to the hosts' social/tax
credit rewards ($10.95/yr)
o $0.06/day to SMRC's social credit award
programs ($21.90/yr.)
o $0.06/day/member to SMRC service
($21.90/yr.)
b) Market (Attention) Research, Reviews,
Recommendations and Testimonials (via multiple
ad/promotion delivery channels)
 Quizzes of attention and recall to online
presentations (alternate to purchase at $0.06 - $2)
 Reviews and Testimonials to in-store sampling,
trials (@ $1-$2) & demonstrations (@ $2-$10)
 Using standard SEM/AdSense-like channels
(Google, Yahoo, Bing), Social media and
alternative Ad delivery channels
c) 5% of the value of sponsor participation and/or sales
of sponsors’ products and/or services (as more from
donations & social credit) - i.e. 5% of all sponsor
product/service sales to SMRC members using social
market research and media schedules. NOTE: 5% for
purchase 'packages' to sponsors - not included in the
business projections.
 Social credit: good for prizes, games, awards of
tax receipts, trade for discounts, or exchange
w/for-profits
 NOTE: 35% of the revenue value generated as
social credit is taxable if the social credit is traded
or converted to cash value - thus the donation
goes through, but the social credit value is taxable
income to the recipient.
Markets:

Page 10 of 58
a) SMRC and SMRC Sponsors invite other sponsors
(Celebrities, Charities, Businesses and Social
Organizations - media, network & societies). SMRC
sponsors invite their members, employees, social
followers and other sponsors
b) SMRC Sponsors seek to increase the penetration of
their promotion with full audience attention 500%+
c) Charities are influenced by sponsors; Sponsors
respond to their charities
Marketing: includes (1) Sponsor to sponsor, (2) Sponsor
to member, (3) Member to member, (4) SMRC to 501(c)3,
and (5) SMRC to other sponsors (not 501(c)3s). Marketing
activity pre-registration, launch, and on-going promotions
will be focused on the simple but powerful member to
member message:
 Message: (3 cents per follower per day for life – for
charity and rewards; the ultimate social rewards
program; SMRC offers Social credit for
content/feedback, networking, purchases, awards -
good for prizes, games, awards of tax receipts, trade
for discounts, or exchange w/for-profits
o SMRC creating the greatest social impact by
promoting 501(c)3’s (focus: on smaller, more
social 501-c3, , local to both supporters &
SMRC sponsors, creating the biggest social
impact)
o Social credit can be exchanged for prizes,
games, awards of tax receipts, trade for
discounts, or exchanged with for profit
companies.
 Sponsors: Sponsors receive donations and social/tax
credit for their social content and feedback. They also
receive 5% of the on-going social credit generated by
new members who join based on their invitation;
other benefits include (1) the most valuable social
market game of attention and recall and (2) a SMRC
assimilation strategy (validating a prospective
sponsor’s charity’s social impact rating).
Services (Operations):
 Creating/managing donations and social credit for:
o Social content and feedback creating charity-
media schedules and social intelligence reports
o Networking (at 5% on-going to each member's
host)
o Market Research quizzes of attention & Recall
o Reviews and Testimonials to coupons for sampling,
in-store trials and on-site demonstrations
o Purchases (donations and social credit w/all
sponsored participation)- i.e. effective discounts
on everyday items
o Awards – i.e. recognition for volunteering, events
 Administration of social media and charity profiles
 Redemption/exchange of social
credit points (prizes, events/contests, awards incl. tax
receipts)
 501(c)3 mission profiling and social impact rating
service
 Free Access to charity-media schedules of each
sponsor's members
 Cause Marketing (with social credit) to the charity
‘follower’ market (60-80%+ from non-501(c)3
sponsors):
o Program of media schedules and "donation &
social credit" packages
o Proven 20%+ increase in business (more and
new)
o Average 5% increase in margin offsetting 5%
CSR expense for donations & social credit
'package')
 Social Intelligence reports (what people are saying)
 The most powerful implementation of "Goodwill"
o Points, Follower's points continuously updated,
Sponsor/Host name displayed on taskbar
 Free access & intercommunications between all users
 AI Avatars tapping into SMRC "social intelligence"
systems and external search
Development:
 Best Practices implementation of Drupal 7 with
PostgreSQL on cloud servers, internationalized (World's
leading Open Source Content Management specialized in
supporting social medias)
 Sponsor and member profiling (Social Media and Charity
profiles)
 501(c)3 mission profiling and social impact rating reports
 Passive social credit award service (content, networking,
purchases, awards)
 Market packaging: Followers of charity media schedule(s)
and (donations & social credit) bonus 'packages'
 SMRC taskbar, administration and redemption/exchange
pages
 Social Intelligence reports (what people are saying)
 Free access and intercommunications between all users
 Artificial Intelligence Avatars tapping into SMRC "social
intelligence" systems and external search
Management:
 Former leading IBM Chief Technology Officer (and 1st
report to IBM Intellectual Capital); SME in mobile, web,
2.0-4.0, Enterprise, commerce, wireless & social
technologies and business strategy, planning and
management.
 A team of trained promoting ‘hosts’ who find offering
donations and social credit to their clients creates a
significant brand (competitive) advantage, while
providing clients recurring donations for their social
content.

B C D E F G H I J K L M N O P Q R S T U
2 Social Market Research for Charity Income (and Cash Flow) Statement Projections Year One (3 month build, first 9 months of Revenues, then 2nd year by quarters, & third year summary )
3 All cells have formulas except for those in blue
4
5 Entities To Date Month1 Month2 Month3 Month4 Month5 Month6 Month7 Month8 Month9 Month10 Month11 Month12 Yr 2 Q1 Y2 Q2 Y2 Q3 Y2 Q4 Yr3
6 Members 7,000,000 7,500,000 8,000,000 9,000,000 10,000,000 11,000,000 12,000,000 13,000,000 14,000,000 15,000,000 16,000,000 17,000,000 18,000,000 30,000,000 42,000,000 54,000,000 66,000,000 182,000,000
7 Sponsors (incl. charities) 12 100 250 400 500 800 900 1,000 1,100 1,200 1,300 1,400 1,500 2,700 3,900 5,100 6,300 15,900
8 Charities 8 150 275 350 425 500 575 650 725 800 875 950 1,025 1,925 2,825 3,725 4,625 11,825
9 SMRC Staff 8 20 23 26 29 32 35 38 41 44 47 50 53 75 115 160 200 400
10
11 Income: Month1 Month2 Month3 Month4 Month5 Month6 Month7 Month8 Month9 Month10 Month11 Month12 Yr 2 Q1 Y2 Q2 Y2 Q3 Y2 Q4 Yr3
12 Content Sales $0 $0 $0 $75,750,000 $166,815,000 $272,700,000 $295,425,000 $318,150,000 $340,875,000 $363,600,000 $386,325,000 $409,050,000 $2,047,275,000 $2,866,185,000 $3,685,095,000 $4,504,005,000 $49,680,540,000
13 Research Income $0 $0 $0 $75,750,000 $166,815,000 $272,700,000 $295,425,000 $318,150,000 $340,875,000 $363,600,000 $386,325,000 $409,050,000 $2,047,275,000 $2,866,185,000 $3,685,095,000 $4,504,005,000 $49,680,540,000
14
Commerce Research Income at 5% of
purchases $0 $0 $0 $75,750,000 $166,815,000 $272,700,000 $295,425,000 $318,150,000 $340,875,000 $363,600,000 $386,325,000 $409,050,000 $2,047,275,000 $2,866,185,000 $3,685,095,000 $4,504,005,000 $49,680,540,000
15
Professional Services
Cause Marketing, web & Mobile
Technologies $20,000 $50,000 $80,000 $100,000 $100,000 $100,000 $100,000 $100,000 $100,000 $100,000 $100,000 $100,000 $1,200,000 $1,200,000 $1,200,000 $1,200,000 $9,600,000
16 Research Income SubTotal $20,000 $50,000 $80,000 $227,350,000 $500,545,000 $818,200,000 $886,375,000 $954,550,000 $1,022,725,000 $1,090,900,000 $1,159,075,000 $1,227,250,000 $6,143,025,000 $8,599,755,000 $11,056,485,000 $13,513,215,000 $149,051,220,000
17 Investment Income $666,666 $666,666 $666,666 $333,333 $333,333 $333,333 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
18 Gross Income SubTotal $686,666 $716,666 $746,666 $227,683,333 $500,878,333 $818,533,333 $886,375,000 $954,550,000 $1,022,725,000 $1,090,900,000 $1,159,075,000 $1,227,250,000 $6,143,025,000 $8,599,755,000 $11,056,485,000 $13,513,215,000 $149,051,220,000
19
2021
22
23
24
25
26 Cost of Goods Month1 Month2 Month3 Month4 Month5 Month6 Month7 Month8 Month9 Month10 Month11 Month12 Yr 2 Q1 Y2 Q2 Y2 Q3 Y2 Q4 Yr3
27
Donations & Rewards 80% of
content, research, commerce $0 $0 $0 $181,800,000 $400,356,000 $654,480,000 $709,020,000 $763,560,000 $818,100,000 $872,640,000 $927,180,000 $981,720,000 $4,913,460,000 $6,878,844,000 $8,844,228,000 $10,809,612,000 $119,233,296,000
28
content, research, commerce
to follower or sponsor's host $0 $0 $0 $9,090,000 $20,017,800 $32,724,000 $35,451,000 $38,178,000 $40,905,000 $43,632,000 $46,359,000 $49,086,000 $245,673,000 $343,942,200 $442,211,400 $540,480,600 $5,961,664,800
29
to Awards Program by Sponsors $0 $0 $0 $9,090,000 $20,017,800 $32,724,000 $35,451,000 $38,178,000 $40,905,000 $43,632,000 $46,359,000 $49,086,000 $245,673,000 $343,942,200 $442,211,400 $540,480,600 $5,961,664,800
30
to Awards Program by SMRC $0 $0 $0 $9,090,000 $20,017,800 $32,724,000 $35,451,000 $38,178,000 $40,905,000 $43,632,000 $46,359,000 $49,086,000 $245,673,000 $343,942,200 $442,211,400 $540,480,600 $5,961,664,800
31
32 PreLaunch Technical Development $222,222 $222,222 $222,222 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
33
34
Computers for Development lease
at $300 per month/per ($3,600) ($3,600) ($3,600) $4,200 $5,100 $6,000 $6,300 $6,600 $6,900 $7,200 $7,500 $7,500 $39,600 $56,700 $73,800 $90,000 $720,000
35
Data storage (at total of 10 mgb
per person per year): Cloud ($125,000) ($133,333) ($150,000) $166,667 $183,333 $200,000 $216,667 $233,333 $250,000 $266,667 $283,333 $300,000 $1,500,000 $2,100,000 $2,700,000 $3,300,000 $36,400,000
36 Data bandwidth Costs ($25,000) ($26,666) ($30,000) $33,333 $36,667 $40,000 $43,333 $46,667 $50,000 $53,333 $56,667 $60,000 $300,000 $420,000 $540,000 $660,000 $7,280,000
37
Data Storage Acquisition cost
for Reports (commerce & monthly) ($125,000) ($133,333) ($150,000) $166,667 $183,333 $200,000 $216,667 $233,333 $250,000 $266,667 $283,333 $300,000 $1,500,000 $2,100,000 $2,700,000 $3,300,000 $36,400,000
38
Technical Development
(ongoing related to revenue
streams) / avg. $7,085 / mo./dev. $0 $0 ($35,425) $49,595 $63,765 $70,850 $70,850 $70,850 $70,850 $70,850 $70,850 $70,850 $361,335 $510,120 $680,160 $850,200 $6,801,600
39
Support Services (ongoing related to
revenue streams)
avg $5,415/mo./person $0 $0 ($37,912) $37,905 $43,320 $54,150 $59,565 $64,980 $70,395 $75,810 $81,225 $81,240 $438,615 $633,555 $812,250 $974,700 $7,797,600
40
Employee Benefit Program
at 33% of salaries $0 ($24,201) $29,164 $35,691 $41,663 $43,467 $45,272 $47,077 $48,882 $50,687 $50,692 $266,623 $381,187 $497,420 $608,239 $4,865,913
41
Total SMRC Manpower related to
ongoing COG Dev:Support Ratio 5:7 7:7 9:8 10:10 10:11 10:12 10:13 10:14 10:15 10:15 17:27 24:39 32:50 40:60 80:120
42
43 Gross COG SubTotal $222,222 $222,222 $222,222 $209,557,530 $460,960,610 $753,264,663 $816,029,849 $878,795,035 $941,560,222 $1,004,325,408 $1,067,090,595 $1,129,848,282 $5,654,885,173 $7,916,872,162 $10,178,865,830 $12,440,836,939 $137,218,555,513
44
45
46
47 Operating Costs Month1 Month2 Month3 Month4 Month5 Month6 Month7 Month8 Month9 Month10 Month11 Month12 Yr 2 Q1 Y2 Q2 Y2 Q3 Y2 Q4 Yr3
48 PreLaunch Marketing Development $444,444 $444,444 $444,444 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
49
Laptop Computers for Mktg
on lease at $200/mo/person ($2,000) ($3,400) ($5,000) $6,000 $6,000 $6,000 $6,000 $6,000 $6,000 $6,000 $6,000 $6,000 $30,000 $45,000 $60,000 $72,000 $576,000
50 Marketing Staff Budget ($83,333) ($141,666) ($208,333) $250,000 $250,000 $250,000 $250,000 $250,000 $250,000 $250,000 $250,000 $250,000 $1,250,000 $1,875,000 $2,500,000 $3,000,000 $24,000,000
51 Marketing Expenses ($166,000) ($280,000) ($410,000) $500,000 $500,000 $500,000 $500,000 $500,000 $500,000 $500,000 $500,000 $500,000 $2,500,000 $3,750,000 $5,000,000 $6,000,000 $48,000,000
52
Marketing Commissions (if
receiving a salary or retainer) ($0) ($0) ($0) $360,000 $396,000 $432,000 $468,000 $504,000 $540,000 $576,000 $612,000 $648,000 $3,240,000 $4,536,000 $5,832,000 $7,128,000 $12,960,000
53 Legal & Financial ($10,000) $20,000 $20,000 $20,000 $20,000 $20,000 $20,000 $20,000 $20,000 $20,000 $240,000 $240,000 $240,000 $240,000 $1,920,000
54 Company Benefits ($25,000) ($42,500) ($62,500) $75,000 $75,000 $75,000 $75,000 $75,000 $75,000 $75,000 $75,000 $75,000 $375,000 $562,500 $750,000 $900,000 $7,200,000
55 Office Rent ($0) ($10,000) ($10,000) $10,000 $10,000 $10,000 $10,000 $10,000 $10,000 $10,000 $10,000 $10,000 $160,000 $160,000 $160,000 $160,000 $1,280,000
56 Phones and Utilities ($0) ($5,000) ($5,000) $5,000 $5,000 $5,000 $5,000 $5,000 $5,000 $5,000 $5,000 $5,000 $80,000 $80,000 $80,000 $80,000 $640,000
57
Total SMRC Admin
and Mktg. Manpower 10 17 25 30 30 30 30 30 30 30 30 30 50 75 100 120 240
58
59 Gross Operating Costs SubTotal $444,444 $444,444 $444,444 $1,226,000 $1,262,000 $1,298,000 $1,334,000 $1,370,000 $1,406,000 $1,442,000 $1,478,000 $1,514,000 $7,875,000 $11,248,500 $14,622,000 $17,580,000 $96,576,000
60
61
62 Launch
63 Month1 Month2 Month3 Month4 Month5 Month6 Month7 Month8 Month9 Month10 Month11 Month12
64 Cost Totals COG and Operating Costs $666,666 $666,666 $666,666 $210,783,530 $462,222,610 $754,562,662 $817,363,849 $880,165,035 $942,966,222 $1,005,767,408 $1,068,568,595 $1,131,362,282 $5,662,760,173 $7,928,120,662 $10,193,487,830 $12,458,416,939 $137,315,131,513
65 PreTax Profit and Cash Flow Gross Profit (income costs) $20,000 $50,000 $80,000 $16,899,803 $38,655,723 $63,970,671 $69,011,151 $74,384,965 $79,758,778 $85,132,592 $90,506,405 $95,887,718 $480,264,827 $671,634,338 $862,997,170 $1,054,798,061 $11,736,088,487
66 Cash Flow CashFlow 686,666 716,666 746,666 227,683,333 500,878,333 818,533,333 886,375,000 954,550,000 1,022,725,000 1,090,900,000 1,159,075,000 1,227,250,000 6,143,025,000 8,599,755,000 11,056,485,000 13,513,215,000 149,051,220,000
67
68
69
70
71
72
NOTE1: The average value (in donations w/rewards) per social content asset per person per day is $0.01 $0.02 (at 3060 pieces per day). The values(as donations w/rewards) modeled for [1] sponsored research quizzes, [2] postpurchase reviews & [3] user
testimonials, at the same rate (per day, month or year) as for each person's everyday daily social content (generated by the cause marketing sponsors acquiring the content @ $0.03 per anonymous profile, while registering their opportunity to generate a minimum of
$0.75 total [$0.60 for the mmber] per day per member in value) are EXTREMELY CONSERVATIVE. The contribution from the sponsored rewarding research opportunities should be much greater than for the content.
NOTE2: A Large pecentage of the revenues generated from social content and the rewarding sponsored research is TOTALLLY NEW BUSINESS e.g the 46% of the online population that normally never responds to classical invasive 'advertising'. The next largest
audiences includes everyone who didn't think they could afford to donate (ex: public radio fans), as well as everyone who wants to know the social impact of their contributions.
NOTE3: SMRC creates a paradigm shift for the advertising industry turning the perception of 'advertising' into 'personal opportunity' (for generating social good with no purchase required), while turning anyone into a philanthropist (based on sharing their
content and respoonding to sponsor's research), interacting with sponsors who share the same social/philanthropic profiles as each member. The three strategic elements of SMRC's offering are (1) technology that accurately assesses the emotional character of social
content, (2) the creation of a charity profile for every person for the value of their everyday social content, and (3) the enablement of interactive mobile video turning cellphones into the new social portals for social good. With SMRC, every sponsored mobile and
web application, generates donations with rewards for usage that includes feedback.
Social Market Research for Charity's Growth, Income, Cost of Goods and Operating Cost Models
NOTE: The greyed out sections above represent either placeholder references to human resource allocations in the launch budget, or data/content cost calculations for what it would cost if the cloud storage services were "live" based on the number of members.
NOTE: The greyed out sections above represent placeholder human resource allocations or other subitemization of the prelaunch budget.
NOTE: Because we don't have upfront costs for the content, SMRC's cash flow is the same as SMRC's Gross Income

73
Growth &
Income
74
75
Cost of
Goods
76
77
Operating
Costs
78
79
80 Reference A copy of the Excel Spreadsheet is located at http://www.socialmarketresearchforcharity.org/offer/smrc.incomespreadsheet.year1.xls
81
Year 1: From content (day rates) and rewarding research offers (min. same rate), based on (1) a 3 month prelaunch (marketing & development), (2) revenue escalation during the first 3 months after launch ($0.20 $0.60/day each to member of $0.25 $0.50 $0.75 per day generated from member's content & research), (3) 10 million people & 500 sponsors to start, (4) growing at a
minimum rate of 1 million more members and 75 new sponsors per month initially from (a) a SMRC partner's call center (serving as a special sponsor, coowned by our major partners so all marketing expenses are absorbed by that sponsor in return for the ongoing benefits of being a SMRC host, and (b) After the first 3 months following launch, reducing the partner call center (above) by
50%, with new sponsors being 'invited' by SMRC's base of growing sponsors.
SMRC can make these projections, as our member profiles to start, will include 2+ years of activity records per person.
Year 2 and 3:
> Year 2: Growth rate of 4 Millions more members per month, and 400 more sponsors per month,
and 300 more charities per month, projected by quarter
> Year 3: Growth rate of 8 Million more members per month, and 800 more sponsors per month,
and 600 more charities per month, projected by year
> NOTE: SMRC is projected to go Public, year 13, but by the end of the third year, it will achieve market
saturation. Unfriendly Competition is eliminated by creating an offering, which makes it disadvantageous
to be an unfriendly competitor, as compared to an external business partner (sharing the market).
Investments: over the first six months (3 month prelaunch To 3 months after launch), $3 Million ($2 million over 3 month prelaunch, and $1 during 3 month postlaunch)
Prelaunch Technical Development (at 1/4 to 1/3 of 3 month launch budget) or $166,666 to $222,222 (budget) per month
Prelaunch Marketing Development (at 2/3 3/4 of 3 month launch budget) or $444,444 (budget) to $500,000 per month
Data Storage (Cloud based, 10 Mgb per person per year, all coded data; $12 M per year per 10 million members or $0.008333 $0.016666 per month per member)
>>> Main costs of research revenues:
80% of revenues to sponsor and follower donations and rewards
4% to follower or sponsor's host
4% to social awards programs by sponsors
4% to social awards programs by SMRC promoters
8% to SMRC business and technology services (INDIRECTLY presented as Revenues before Gross Profits)
> Data Acquisition [for reports] Costs (returning only aggegate summaries by charity) for rewarding research registration reports; $2 to $5 M per year per 10 million members or $0.016666 to $0.041666 per member per month cost start after launch.
> Ongoing Technical Development at an average rate of $7085 per month per developer (to equate to a target rate of $0.15 per member per year), 5 people growing to staff of 10 in first year, budget starts after launch.
> Ongoing Support (directly related to marketing rewarding services) at an average rate of $5415 per month per support personnel (to equate to a target rate of $0.15 per member per year), 7 people to start, growing to 15 in first year.
> Employee benefits to equate to a 33% cost of salaries.74:74
NOTE: 95% of all marketing is focused on identifying, contacting and registering new sponsors (partner or other sponsors as hosts), and/or registering sponsor's rewarding research offers, and/or giving out 4% of all rewards to charity.
Cost Categories:
> Laptop Computers for SMRC distinguished promoters/cofounders
> Marketing staff budget at $100K per rep average starting with 10, growing to 25
> Marketing Expenses (supporting partner & sponsor marketing and services)
> Marketing commissions (20% of standard sponsor benefits if on salary)
> Legal and Financials
> office rent: 2 offices at $5k each per month
> phones & utiliites: at half the office rent rate
> Employee benefits to equate to a 30% cost of salaries.

Page 13 of 58
SMRC Business Plan – Marketing,
Operations, Development,
Financials/Budget and Management
SMRC Marketing:
 15 full-time startup SMRC promoters to contact
6000 sponsors in 3 months/ target 1000 to start;
50% as celebrity, business & social organization
sponsors for cause marketing. All Major Celebrity,
Charity, Business and Social organization sub-
classes identified, and assigned
 SMRC's Brand of Cause Marketing:
o Media Schedules free to each charities on their
followers, or at $0.03 per profile to other
sponsors - for Use ONLY in matching offers to
the charity's extended follower base for that
charity
o Quizzes and Feedback questions per program at
$0.10-$10 per response (not pre-paid); Form as
automated codes for online, coupons for in-
store/POS feedback and/or sales
o Purchase integration as coded $0 cost entry
with receipts and/or SMRC marketing coded
coupons
 Creating the most valuable social market research
(penetration of the promotion with the guarantee
of the full attention of the audience – via a game-
like, no-cheating interface of questions in the style
of “Trivial Pursuit”
 SMRC’s Sponsor Assimilation Strategy:
o Promoting invitations through sponsor
(influencing the member’s initial charity profile)
along with the on-going 5% of their rewards
o Assimilating sponsors via a due diligence
process that includes:
 Qualifying sponsors based on their follower
number and charities
 Qualifying/verifying charities-sponsor
relations, initial Social Impact rating, Charity
follower numbers, Alternative
sponsors/celebrities and projections
followed by reference call to original
prospective sponsor or celebrities
 Leveraged sponsor follow-up call with all of
sponsor’s interested parties
 Current prospective sponsors ready to begin
pre-registration: St. Jude Hospital, Arts for LA Ctr.,
Military chaplains, NFL, US Green chamber of
Commerce, Booster Clubs of America, Boys & Girls
Clubs of America, .... to name a few
 Target 10+ million members to
start; each with 1.5 years of historical social
content/schedules (from original projection of 2
million to start)
 To grow to 4 extended teams of 6 SMRC extended
service reps promoting new sponsors and creating
social impact rating reports
SMRC Operations:
 Monitoring social member reward and donation
assignments from (a) everyday social content and
feedback, (b) inviting others to register as their host,
(c) social and syndicated media quizzes and/or
purchase, (d) in-store feedback and/or purchase
and (e) Awards by SMRC promoters and sponsors in
recognition/incentive of worthy public
service/contribution/potential
 Developing 501-C3 social impact rating reports on
all 501-C3; supporting adjustments for small
charities reflecting fixed overhead costs for all sizes
in any class and industry.
 Scanning all members' profile every few minutes
for member updates (new or feedback) in social /
interactive-syndicated media AND all members
similar social activity profiles that have that
member as their host - assigning social credit
member reward (and related donations) for each
piece of new or updated social content
 Quizzes and opinion Feedback for attention to
online interactive presentations, sampling, and
demonstrations; At recommended standards or:
o Value of $______ for quizzes and online
feedback
o Value of $______ for sampling
o Value of $______ for demonstration
 Managing additional (95% automated) assignment
of social member rewards and donations to each
member's favorite charities for (
a. Purchases (member or new, regular or demo),
b. Inviting others, or
c. From awards of social member rewards in
recognition of public service impact,
At the recommended rates or:
o Value of $______ per specific instance (code)
o via either automatic coded process assignment
or codes or coupons
 All donations associated with SMRC social member
rewards are deposited into a charitable trusts' sub-
accounts, where all charities receiving those
donations become authorized administrators of the
monies deposited for their 501-C3. There is no
charge for this service that represents 80% of the

Page 14 of 58
value of the member's social credit (the balance at
4% to the member's host, 8% to social awards & 8%
to SMRC)
 Generating anonymous member (to member) social
media and sponsor market research that funds
charity and social member rewards, while
maintaining invaluable free social market research
(exposing only what people are talking about)
 With only minimal interface requirements, best
practice design, an enterprise class DB and the
world's leading Open Source content management
service specializing in all social mediums, an on-
going maintenance and development technical staff
of 5-7 members. Have teams of out-sourced, off-
shore programming teams in addition to Aaron
Nakata, SMRC's VP of Technology
 Managing the SMRC Sponsor Assimilation Strategy:
o Pre-Assessing prospective partner’s social
profile
 Followers, Sponsor’s favorite charities and
Business-Social initiatives for SMRC social
market research, reviews/testimonials or
ecommerce
 Sponsor’s charities:
o Relationship
o Statements for SMRC’s Social Impact
Rating Reports
o Follower numbers of charity
o Other Celebrity or other sponsors for
each charity
o Projections of charity’s realistic
potential
o Request reference call to initial
prospective sponsor or alternate
celebrity sponsor
 Contact prospective sponsor (if the
sponsors does not contact 1st
)
o Sponsor assimilation from findings of
pre-assessment above
Development & Support:
 Technical and Infrastructure: All design completed;
Pilots on similar designs; 1/3 of market launch
budget is implement object/service coding for social
credit assignment, taskbar, edit for charity and
social media profiles, ecommerce function of SMRC
redemption/exchange pages and QA stress testing.
To be deployed on Level 3 Cloud services.
 SMRC Marketing Feedback codes integrate (A) the
assignment of SMRC member rewards
(recommended value or open at $_______), (B)
assigned to the member's general charity profile, (C)
responding to specific (custom)
sponsor offerings, (D) each with an associated
product or service 'Quizzes' that validates attention
and complete readership / feedback and the
emotional reception of the member
 SMRC Donations for purchase codes:
o For ONLINE purchases integrate offers related
to
a. Specific classes or product/service specifics
with
b. A donation at the recommended rates or by
exception at $____ per instance, to
c. A specific 501-C3 charity, named
______________. targeted for members
with that charity as one of the favorites in
their charity profile.
o For IN-STORE purchases integrate offers related
to
a. RECOMMENDED POLICY GUIDELINES or
product/service specifics with
b. A donation at the recommended rates or by
exception at $____ per instance, to
c. The member's GENERAL 501-C3 charity
profile.
SMRC Financials:
 Pre-Registration generates an average 2 year
history of social activity for each member. At 10
million such histories this makes the minimal cost,
social media schedules by charity of immediate
value for generating media research (for only
sponsors making offers matching a member's
favorite charities) -- Day ONE of SMRC's market
launch
 Per 10 million members and 500 celebrity, business,
social organization and charity sponsors (1/2 - 2/3
as non-501-c3 sponsors) that will generate 1st year,
before accounting for charity incentivized cause
marketing:
 Per 10 million members that will generate 1st yr.:
o $2.19 Billion for the 501-c3 industry and the
same in social member rewards;
Stimulating/incentivizing
o $20-$40 Billion for the US Economy, along with
o $110 million for SMRC sponsors, as donations to
the sponsor's favorite charities and sponsor
member rewards
o $220 million in awarded social member rewards
(by SMRC and SMRC Sponsors) and $220 million
for SMRC's member rewards management and
501-c3 rating service

Page 15 of 58
 Up from our original estimates to launch with 2
million members, current prospective sponsor
interest is seeking to pre-register 6 million of their
followers. Current sponsors include some of the
most popular children's medicine, youth clubs,
sports, social and religious 501-c3's as well as
supporting the classical 'arts' (music, film, etc.).
 Seeking a minimum $800K, $350 for marketing to
launch, $150K for completion of technical
infrastructure, stress testing, production,
infrastructure, extreme storage and bandwidth, full
dedicated multi-domain service for 3-5 dedicated
IPs, and $300 for accelerated marketing, start-up
social credit for first two weeks, and shell
corporation acquisition.
 Seeking up to $2 million (in exchange for 45% of
SMRC’s Executive (founder’s) shares. The
increased budget is for:
o An escalated marketing program to double the
initial number of sponsors, charities and
members to 15-20 million members to start,
1000 plus sponsors and 1000 plus charities
o Funds and Infrastructure to go Public as early as
6 months
o Increased hardware and software facilitation
o Overhead to manage the re-investment of $55
million first year for facilities, development and
resource investments
Launch Budget:
Architecture: $416,000
Subscriptions processing systems
Rewards tracking systems
Activity & gaming point systems
SMRC profile development / content tracking
Hosting/member donation entry/logging
System multi-server XML synchronization
VirtuALLY
User Interfaces/Mobile Apps
Labor (4 Mo. X 25 people, 2/3:mktg) $804,000
Phillip Nakata - information systems architect
Aaron Nakata - gaming/coding liaison
TBD - human systems architect
Joel Doerfel - charity/celebrity liaison
TBD - presentation guru/ head maverick
Promotion: $227,500
Communications
Travel & Lodging
Presentation
Materials (hardware)
Events Co-Sponsorship
Penny Program (See Addendum X) $209,625
g₁ = i₀ * 18.28%
g₂ = g₁ * 1.618
g₃ = g₂ * 1.618
g₄ = g₃ * 1.618
Graphic Design $95,000
www.christianknopf.de/index.php
http://www.schematic.com/#
Branding $95,875
Registrations & Trademarking
Celebrity Affiliations/Associations
Philanthropic Affiliations/Associations
Viral Content
Legal & Miscellany $152,000
Insurance
Legal
Miscellany
Totals: $2,000,000

Page 16 of 58
Founder BIOS:
 Phillip Nakata is SMRC’s Chief Business Officer and
our Digital Social Systems Architect. Phil is/was a
Managing Partner of Strategic Rating, Inc (SRI), a
strategic business planning and market-
development firm that implements world-changing
business, technology and social-intelligence
applications and programs—including sales &
marketing automation, business process re-
engineering, eBusiness & best practices frameworks
and green technologies. CV HERE or at linkedin.com
 Aaron Nakata is SMRC’s Chief Technology Officer, in
charge of Human systems & game design, and is our
Chief Coder. Aaron is an up-and-coming coding
phenom and has earned highest respect amongst
the gaming development and open-source coding
communities to which he is a regular contributor.
Aaron’s long-standing interest in learning and
interacting through gaming and social metaphors
and models has evolved into a keen understanding
of object-oriented thought- and behavior-patterns.
For details see his bios HERE
 Scott Bruce is SMRC prospective CEO, while actively
holding 2 Vice President roles, one with Institutional
Energy Products and the other with Greenwave
Technology, which was how Scott met Phil two
years ago – while introducing an earlier version of
SMRC to a dozen local charities centered around
San Diego CA.
 Joel Doerfel is SMRC’s Chief Celebrity Liaison. An
analyst, visionary and communicator of the highest
caliber, Joel has taught university-level courses in
Business Ethics, Philosophy, Comparative
Mythology, Corporate Social Responsibility and
Logics for over ten years.
Management & Promoter BIOS:
 Chris Shea: Semi-ProAM Disc Golf Professional
Promoter with family history in the Arts and
Philanthropy. Chris has been associated with Aaron
and Phil Nakata since 2ndQ 2009, related to SGS360,
the social media project to save the Rain Forests of
Indonesia
 Clem Palmer: Association to Phil: 2.5 years; 25 year
developer of Energy and social initiative programs
(including ‘Save Our Canopy’ and a consortium of
charities supporting injured / disabled professional
sports players)
 J.P. Zahr: Association to Phil: 2 years; Developer of
content aggregation, publication, industry topic
profiling and advertising services; Former market
developer: green surveys and Scan-My-Food (a
major IPhone app linked to analysis of additives to
health)
 Paul Hindman: Paul Hindman is an active social
advocate and is a contributing editor to the
Organization. He holds his Master of Fine Arts from
the University of Iowa. He is a published author,
whose most successful works are his children’s
books.
 Lance Woody: Musician and Spiritual/Christian
Consultant, seeking to become a semi ProAM Disc
Golf promoter.
 Alex Berryhill: Musician, Music Recording Industry
Promotions Consultant. Alex believes that music,
and even art in general is the one human
commodity that will never depreciate. As long as
there is life, there will be creativity in this world.
 Brandon Bos: Association to Phil: 2 years; Seattle
Green Energy and Talent Consultant
 Robert Storch: Developer of social/business
application and content publication services
 Bryan Graves: Developer of free social/religious
content management services
 Kendrick Coulter: Independent “Green” consultant
promoting SMRC-style social reward programs as
the incentive to bring the most productive green
technologies to mass market adoption (as
Donations to Local Charity & Green Technology,
along with valuable deductibles – for his customer’s
everyday social content, sponsor’s market attention
research and/or double bonus rewards for
commerce)

Page 17 of 58
SMRC Addendum C: Extended Technical Overview
 Business & Social Technological Expertise and Qualifications
 Infrastructure Technologies
 Social Process and Management Science Technologies
 Business and Social Technologies Expertise & Qualifications
 Technologies – Feature, Function & Value
 Subscriber Profiles (for Behavioral Content Analysis)
 Overview of the SMRC Experience: Subscriber - Entrance and Experiences
1. Business & Social Technological Expertise and Qualifications:
The SMRC executive business and social technology team has the following core competencies. Our broad
experience in these overlapping technological domains will allow us to design, develop and rapidly prototype
the SMRC social networking infrastructure and API
 Social Media, Social Networking
 Internet Marketing & SEO
 Artificial Intelligence Systems
 Configurator Technology (Blending AI, Logic
and Decision Sciences)
 Cognition, Intellect, Personality Testing and
Design
 Learning Management Systems
 Collective & Predictive Social Intelligence and
Analytics
 Open Source Development
 High Performance Computing Design
 Software Development Life Cycle Design &
Strategy
 Distributed Computing Benchmarking and
Optimization
 Expert Systems (Integrated logic, analysis and
recommendations)
 Java, PHP, XML (Platform Independent)
 Single Sign-on Development
 General Purpose GPU Cluster Design
 Services oriented architecture and computing
 Multi-media, 3D and Presentation Services
 Indexing (spidering, ant-agents and worms)
and Taxonomy
 Inter-Application Messaging and Queuing
Services
 Security - from objects to borders
 API development
 Project Management Best Practices and Rapid
Prototyping
 AJAX
 Object-oriented databases
 Common Services
 Cloud Computing and Cloud Archival Services
 Enterprise (integrated components, services
and objects) Architecture
 Application Service Architecture
 Procurement through distribution and Logistics
 Virtualization and Virtualized Computing
Frameworks
 Social Analytics (emotion and influence plus
deep profiling)
 Text/Data Mining/Warehousing
 Business Intelligence
 NLP (natural language/linguistics processing)
 Internationalization
 Intellectual Capital
 Re-Engineering
 Pervasive (Wireless + Hardware and Sensory-
Interactive)
 Bluetooth & RFID development (warehousing
applications, security, avatar marketing)
 Modeling and Decision Science
 System Analysis and Quality Assurance (Impact
and Recommendation Reports)
2. SMRC Social Content Infrastructure – High Speed, secure, scalable, best practice based, dynamic social
monitoring
The prototype working model represents roughly 3,000 man-hours developing transferable software assets, along
with another 2,000 hours of re-design, valued at $325,000 – $400,000, based on a net cost of roughly $125,000,
includingbutnot limitedto:

Page 18 of 58
a. Systemupgradestoinfrastructure:
I. PostgreSQLasafasterandscalableobjectorienteddatabasevs.MySQL
II. The development of a social media monetization framework with psychometrically-verified
elementsofgamemechanicsandatestedcompetitionmodel.
III. Virtualized,distribuedoperating infrastructure/hardware,enterpriseapp,e.gClouddesign
b. A custom content, research & networking monetization & redemption system extending DRUPAL's
authenticated accounts with memberships. This system is extended to provide accounting for any and all
charitabledonationsappliedtoeachmembership. The servicesaretoinclude:
i. Adminfor eachmember’scharitiesandsocialmediascreennames
ii. Creditforallsocialcontentandfeedback(member’sdonations+rewards)andNetworking
iii. Analysisofeachperson’sLIKEStoallcontenttopic,correlatedwithsocio-demographic profiling
iv. Analysis of each person’s ‘WILL LIKES’(common themes across& between other objects and people)
v. Sale of anonymous content (no identity), along with socio-demographic profile. Cost to include
database listing of matching opportunity, qualified by multiple parameters of group profile.
Targetingbyprospect’scharityaffiliation
vi. On-goingcreationofeachperson’sdailyopportunityreport
vii. Researchservercollectinganswersfor8-10 questionschallengingprospect’sattentionandrecall.
viii. Admin(billingfor rewardingresearch); Issuanceofacquiredresearchtosponsor
ix. Adminfor member’sredemption ofsocialcreditpoints
x. Researchandpublicationof501-c3socialimpact ratingreports
c. A wide variety of Content Objectsincluding mixed video playlists (featuring 10:1 dynamic compression and
localized storage), slideshow/storybook support including parent/child relationship to nine (9) levels of
depthandweb
d. Application of best practices in design though synchronizing resources and selecting from multiple
patterns to initiate new design. Such action streamlines future upgrades, optimizes new markets
opportunities (e.g. I-POD, HTML5, MP4) and structures maintenance/troubleshooting. Significantly, this
means the code programming principles are easy for new and experienced object programmers to
assimilate.
e. Over500DRUPALcontentnodesrepresentingindividualmulti-mediacontentposts,aswellasnavigational
and presentation frameworks, including but not limited to sample e-book, slideshow/theme menus and
groupportals)
3. SMRCAppliedSocialProcessTechnologies:
A. Intuitive-Predictive Algorythmics: SMRC develops and configures powerful “socially aware”
intuitive-predictive algorithms (algorythmics).1
With a nod to Web 4.0, SMRC’s state-of-the-art
algorythmics are adaptive and dynamic, evolving in real-time and in-step with our membership’s ever-
shifting social context content and online behavior. The power and potential of SMRC’s algorhythmics
are functions of the width breadth and depth of the participation (input-actions) of SMRC’s
membership. The flexibility accuracy and precision of SMRC’s algorhythmics come from its ability to
1
See Addendum: Intuitive-Predictive Algorithm

Page 19 of 58
permute tens of thousands of objects and values against tens of thousands of axes
in less than a second. SMRC’s algorythmics source data sets and user behavior dimensions which
include:
1. existing social web ‘clouds’ (e.g. Youtube, Twitter, Facebook, Flickr, etc.)
2. commercial websites (e.g. purchasing trends: e.g. Amazon, Ebay, Overstock, etc.)
3. existing personality profile meta-data
4. gaming profile meta-data (e.g. Xbox live)
5. additional corpus archives:
a. message & update archive
b. written-word archive (e.g. commentary, blogs, reviews, etc.)
c. image & video archives
d. network connectedness and interactiveness maps (spheres of solidarity)
6. browsing & search habits (e.g. keyword & combinatorics analysis)
7. additional personal analytics:
a. scheduling and calendaring
b. geo-tagging and geo-tracking
c. biometrics
d. life-streaming, life-casting
SMRC's innovative Spheres of Solidarity (SoS) algorithm evaluates the strength of connections in each
member's social network, identifying and tracking the evolution of key influencers.
SMRC’s SoS algorithm follows three simple rules:
1. Track analyze & collate member-actions (60%)
2. Track analyze & collate the (re)actions of member’s first-degree connections (30%) prioritized by:
a. Frequency/volume of interaction
b. Duration/quality of connection (signal strength = words become flesh)
c. Caliber
d. Modality - (wall post, blog post, comment, etc.)
3. Track analyze & collate the actions of first degree with the wider web (10%) similarly prioritized.
B. High Performance Computing: SMRC aggregates an increasing volume of social media analytics data
and employs a number of high-performance computing techniques to aid in the optimization,
correlation and processing of social meta-data. Drawing from successes in the Business Intelligence (BI)
sector and their evaluation and identification of Key Performance Indicators (KPI) to intelligently manage
and predict data, our analytics-based approach could be described as Network Intelligence, or as many
within the analytics community have called it, “Sentiment Analytics.” Categorizing, correlating and
predicting something as subjective as a sentiment or opinion is precisely the key indicator SMRC has
been designed to produce. The number of variables required to achieve a scientifically valid and
statistically significant prediction value is between 100-150 discrete data points. SMRC CBO, Phil Nakata,
has over twenty years high-level experience developing advanced expert systems capable of
synthesizing social media across three data domains:
 Public Social Media Data
 Private SMRC-member Meta-data
 Derived Data (Composite SMRC Data-points)

Page 20 of 58
Public Social Media Data includes aggregate social media available on the public internet and contained
within public meta-data aggregators and data warehouses (e.g. Nielson)
Private SMRC-member Meta-data comes in the form of SMRC profile data and requested permission to
access SMRC-members’ third-party social media accounts. Certain social media sites, for example
LinkedIn, differentiate between public and private published data. SMRC members have the ability to
include these “private feeds” in order to increase their data’s net worth.
Derived Data includes social media specific data which has been processed to decipher meaning from
groups of text, audio, video, etc. An example would be natural language processing of status updates
into a discrete (composite) value which is then tied to a larger process or algorithm. (e.g. SAS)
Exponential Data Growth Strategies
As SMRC’s membership grows, the amount of member-generated content and the possible
configurations of these behavioral data sets grow exponentially… data has no expiration date. The
amount of computational processing power required to synthesize data from all domains will require a
novel distributed-computing model. SMRC’s Founders have decades of experience in the high
performance computing space and have targeted the following HPC technologies in our development
work:
 CPU and GPU-based high performance clusters
 Distributed computing platforms and APIs (CUDA, OpenCL, MPI)
 User-based distributed computing models (e.g. SETI, Folding@Home)
Each HPC technology addresses the manner in which the data will be processed or how a data-point is
‘bound’ to a restraint. For example, certain data points are bound by mathematical computation as in
the case of simple keyword extraction or frequency analysis – and such computation is easily
parallelizable in a CPU-based cluster. Google used affordable Linux clusters (CPU-based) in its early years
to do the heavy lifting of its algorithms.
However, the increasing amount of variables and behavior-mapping quickly exhausts traditional
mathematical models and enters a non-polynomial space that the financial modeling sector operates,
where variables are bound by dimensions which include: times, momentums, rates of change,
proximities, and vectors which have yet to be defined. SMRC works with hedge fund quantitative
mathematicians to tighten our computational model
C. VirtuALLY: Where Facebook users connect to other users as “friends” and “fans,” SMRC members connect
to other members as “allies” and “admirers.” Every member’s first ally is the member who invited him/her.
Every member’s second ally in the quest for Charity is VirtuALLY, a personal A.I. avatar. VirtuALLY is half
personal assistant/half alter-ego – a reflection of the member’s charitable/behavioral/social/personal profile
and an animated encyclopedia of the “wisdom of the crowds”… wisdom representing the power of SMRC’s
intuitive-predictive algorythmic and crowds representing the collective socio-behavioral data SMRC identifies
and configures. VirtuALLY assists SMRC’s members by:
1. Placing the aggregate intelligence of the network at the member’s fingertips
2. Guiding him/her how he/she more efficiently can drive benefits to his/her causes
3. Identifying and recommending “allies” to further his/her causes or projects
4. Integrating the analytics represented in Addenda X & Y

Page 21 of 58
D. Security: Security is one of SMRC’s core values. In order to cultivate consummate trust among our
members, SMRC makes member security an upfront and explicit priority.
SMRC ensures secure logon to third-party social media sites on behalf of its members. Our members will
entrust SMRC with their account credentials and SMRC will deploy rigorous security methods to protect
these credentials.
SMRC accomplishes these security practices and industry standard encryption within our content
management system (CMS) framework DRUPAL. DRUPAL ensures best practice design methods,
maintaining the security of the individual passwords, and private data, along with a tightly managed
system of content authorization. The DRUPAL security core maintains criticality levels and mitigates
CMS-related vulnerabilities. They have preventative measures against Denial of Service, OpenID
impersonation, SQL injection, Cross Site Scripting, Access bypass and Session fixation.
(http://drupal.org/security-team/risk-levels)
In addition, the SMRC architecture maintains the latest standards for Internet security (external, internal
hardware/software, modular and inter-process programming security) as well as adding features such as
the programming analysis routines designed to ‘cleanse’ any submissions by subscribers, and multi-
levels of content management per content type.
E. Decision Support Technologies (Decision Matrixes & Configurators – The most productive
technologies):
1.Starting with decision sciences, linear programming, AI and proposal generators in 1990; this science
has evolved into (over 20 years – as a specialty AI and/or eventually merging into the fabric of the
enterprise experience/infrastructure):
 Decision matrixes (simple direct comparison - science of making decisions)
 'Configurators' - to create optimum mixes (strategy) of multiple decisions (complex decision
packaging)
2.The AI Logic behind the Programming Models:
 Attributes, features, options (constraints limits options)
 Decisions (rules, models, formulas) and exceptions
 Legacy Trilogy/Calico => DecisionOne, experlogix
3.Capabilities - Deliverables:
 Captureexpertise/skillsRiskAssessment,Advisories,Performanceimprovement
 Complywithregulations,policies,laws,legislation
 Automateprocessorchestration:navigation,back-endflow,datainterchange
4.Example: SMRC’sCharity-PhilanthropicConfigurator(SMRC’sentrancescript):
 Establishthe bestbenefittocostratios thatare expressedbyanalyzing the factors andfinances of the
investment’sinput-output-impact-valuecreationcycle.
 Applied across configurator factors, parameterized as degree of interest, such as domestic vs. foreign,
the meta to basic categories of charity, to the various contributing enablement channels (such as
celebrites,businesses,onlineprograms,personalinitiatives,integratedevents,etc.)
 Process: Resources & Investments ('as-is' state) + Objectives (incl. timeline and amounts) => strategy
config(target'to-be'); periodicallyre-adjustagainstphilanthropicinvestmentprofile

Page 22 of 58
 Subscriber Profile A:
 Resources & Current Investment (Time, Money, Skills, Contacts, Personal Initiatives)
 Objectives (incl. costs & timeline)
 Investor preferences…Ex:
 local, national, multi-national (interest level 1-3)
 R&D, Design, Implementation, Advocacy (Participation or interest)
 Charity/Philanthropy Meta to Basic classes (interest level)
 Most Influencing Charities - to your causes
 Most Influencing Celebrities - to your causes
 Most Influencing Online programs - to your causes
 Most Influencing businesses - to your causes
 Charity/CSR Program Profile B:
 Background, Scope, Resources, Objectives, Preferences
 Resources include related celebrities, businesses and online/offline programs associated
 Inputs
 Outputs
 Impact
 Value Creation
 Benefit to Cost ratios
 Program Performance

Page 23 of 58
4. Subscriber Profile (for behavioral content analysis & reports):
o Social conversation (shared experience) & dialogue, images, etc. Integrating new and re-posted articles,
shows, posts or other media (All Time/Location indexed)
 Content/Topic/Category Tagged
o Games +
o Social Media (sub-categories by social, environmental and classes)
o News (“”)
o Charities,
o Celebrities,
o Social Industry Portals,
 Strength, Sentiment, Passion, Reach (Influences) as repeat/tweets, length/visit, etc., AIDA, etc.
o Subscriber by: Social-Techno Psychographics & Standard Demographics
 Type: Creator, Collector, Critic, Joiner, Spectator
 Tech: User-Gen, People, Collaboration, Rating/Reviews, Tagging/Sharing (incl. photo), RSS/Feeds
 ID / API access to range of networks (and subscriber inter-activity) for each subscriber
 Demographics
 General
 Detailed Social Interaction Tracking (SMRC)
o Charity:
 Subscribers charity profile
 History Profile
 Subscription
 Point History (components and redemption)
o Subscriber’s Lifestyle profile/preferences: (lists of response to 5-10 sub-categories each:)
 Conversational
o Startup, Default, Greetings, Goodbye, LOL, Impressed, Insults)
 Online- Current-Now
o What's New, (How are you, New?, Plans, Busy
 Basics
o Name, gender, age, sign, location, email, im
 More
o Marital, pets, smoke, drink, sports
 Looks
o General, build, hair, eyes, body art, dress
 Personality
o General, other people, serious, out-going, humor
 Favorites
o Interests, Activities, Color, Bands, Songs, TV Shows, Movies, Movie Stars, Sports, Authors, Books, Foods,
Friends, Political Views, Religion
 Professional
o Educ., Schools, Major, Occupation, Skills
o Personality Profile(s) (Lifenaut) - 100's of mapped points
 Their basic analysis covers
o 47 basic personality profile traits,
 Their Psychology 'guided' conversations cover

Page 24 of 58
o Social Network Index:12 questions
o Big 5 Test: 100 questions
o Interpersonal Support Evaluation Test: 40 questions
o Perceived Stress Scale: 14 questions
 Their General Profile:
o Twenty-seven (27) questions
 Their Relationships Profile:
o Seventeen (17) questions
 Their Family Profile:
o Thirteen (13) questions
 They also include 'teaching' modules interacting with Three Lifenaut avatars...covering in the end hundreds
of questions and dialogs that they are expecting you to repeat multiple times to continually tweak and
readjust the bots’ personality to most closely represent each subscriber
 They also have an simple text learning module
o Learn - attach emotional tag
o Digital Artifacts Profile (Lifenaut) with emotion/reference tags
i. Supporting All media types (video, Sound, Images, Documents)
ii. Supporting All major Social media and Networking sites
iii. All Commonly tagged with Location and Time
iv. Cross-linked to
o Keywords/Tags,
o Associated People,
o Emotion (Angry, Annoyed, Ecstatic, Happy, Neutral, Pleased, Sad, Scared, Surprised),
o Date/Time,
o Location (mapping support) and
o Type/Beme (Attitude, Belief, Feeling, Mannerism, Personality, Recollection, Value)
5. Subscriber Experience Overview:
I. Foundation-class Subscribers:
A. Citizen Members (from social networks or charity)
* Entrance: by invitation (existing member/subscriber)
* Services and Experiences:
- Invite members
- Earn Points
1. Choose your causes
2. Create & Customize Your Profile
3. Personalize your space
4. Play your games
5. Play and Work with your VirtuALLY
6. Read & bookmark your news and blogs
7. Create, define, join and interact with your groups
8. Take part in contests, quizzes, surveys, polls & activities
9. Create your own unique content & mashups
10. Review and recommend favored (or un-favored) interests
11. Add your friends
12. Organize or volunteer in local charitable operations
13. Share your spare computer time and/or WIFI bandwidth
14. Acquire SMRC points awarded external to SMRC by SMRC

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II. Enterprise-class Subscribers:
A. Charity Members:
 Entrance: Charities enter our community through nomination by existing members or by
application on the website. Once approved, Charity members become active in SMRC’s
community by alerting their own networks of donors/subscribers to their new partnership with
SMRC. Unlike most current online funding-mechanisms, SMRC is not merely a passive click-
through donations portal. SMRC actively collaborates with its charity members to drive more
benefits and funds to them.
 Services and Experiences:
- Supercharges their funding
* Direct donation
* Donation augmentation
- Hones their process
* Content migration
* Up to the minute information
* Optimization of Operations through social media analytics
* Extend their reach
* Earn points: similar methods (as above)
B.Corporate Members:
 Entrance: Corporations enter our community through nomination by existing members.
Corporate members become active in SMRC’s community by posting their CSR statement (vision
statement, mission statement). Unlike traditional consulting, advertising, or marketing models,
SMRC embodies the emerging megatrend of social media analytics as a service of enormous value
to corporations, placing them in more immediate contact with users of their products and
services. SMRC blends this analytic with emerging megatrends in Corporate Social Responsibility
to actively coordinate dialogue between its corporate and citizen members.
- Publish their CSR vision
- CSR / SPR Services (Social Process Re-engineering)
- Earn Points: activities and networking for real world CSR impact
C.Celebrity Members:
 Entrance: Celebrities enter our community through direct invitation from SMRC, through
nomination by existing members, or through application. Celebrities become active in SMRC’s
community by naming the causes and/or charities they wish to represent, and by alerting their
fans to their new relationship with SMRC.
- Champion Causes
- PSR (Personal Social Responsibility)/CSR Services
- Earn Points: activities and networking for real world CSR impact

Page 26 of 58
SMRC Addendum D: Technology Overview – Features, Functions & Value
Table 1 outlines the key technology components of SMRC’s web platform and organizes the technology into the
following categories which serve to answer the following:
 Features: identifies the components
 Functions: describes what the components do
 Value: synopsizes the benefit of the components
SMRC makes extensive use of the latest open-source and commercial building blocks in order to build a
technical architecture capable of sustaining ~50,000,000 unique users. Our executive leadership has over forty
years experience developing and implementing expert system, configurator, Web 2.0, interactive and media
applications for business and for pleasure. SMRC’s choice of open-source has ideological as well as pragmatic
justification. SMRC’s Founders admire and celebrate the principles and democratic ethos of Open-Source.
Feature Function Value
Architecture
LAMP Architecture
(Linux, Apache, MySQL,
PHP-Perl)
Standard of the Internet
and Web 2.0 design
Low Cost
Powerful servers and
integration
Server-side computing
Design Best Practices Design
-oriented
architecture, and system visual
design metaphors
design
-use of technology
Virtual Online OS
Virtualized Cloud
Server
Hardware independent
Run App on mini/Linux/Unix
High Performance
Low Cost
Virtual Online Mass
Storage
Cloud (ex : Amazon)
Low Cost Upload and
storage
High cost Download
Low cost mass storage
Low Cost of data retrieval as
reports are aggregate
summaries as compared to
individual records
Extracted Syndicated
Content
Gigalerts
Pre-programming searches
services and outsourced XML
extractions – combined with
CSS/JS processing/ rendering
subscribers to alternately use to
create reviews of these content
Google blog/video extended searches
iCopyright
Social Mention
Feed43 / RSS / Feed2JS
Extracted Social
Content
DRUPAL
All leading social media form
Formats supported
Calculation of social credit for
content – includes social media
profiles
Extracted Sponsor
Content
DRUPAL
Web template mod. For
extracting text/content
Calculation of social credit for
content

Page 27 of 58
Content
Management (Social
Media)
DRUPAL
Leading Open Source
Content Management
System for Social Network
Best integration with social
networks
ad authorization support
Broad market acceptance
-source bank of
contributed content objects (ex
Strong support from open
source community
Lots of programmers
Best Practice Design –
leveraging quality and standard
methods of toolkit
-list objects, Version 7 in beta => IPhone
market (XHTML, MP4)
Database PostgreSQL
-class database
replacing MySQL in standard
LAMP architecture
– via inheritance
of the design
– 50X as scalable: By
contrast MySQL requires a 2
nd
server instance (software) for each
simultaneous user
Emotional analysis
Aggregate sentiment =
strength, sentiment,
passion, reach
context-based
linguistics / integrated w/
special configurators
search/taxonomy
datamine for anomolies
Develop precise mapping of
content sub-categories as an
instance compared to socio-
demographic classes
Develop from correlations
bw. and across categories,
along with social influences to
know what they WILL LIKE.
To be combined with socio-
demographic profiles, stripped of
any identity content. Acquired by
cause marketing sponsors for $0.03
per profile, for listing in SMRC
opportunity database with
appropriate qualification
requirements for this opportunity
OEM Google
AdSense & AdWords
OpenX
Provides monetization of a
sponsor’s traffic & content
offering same features of
Google’s search marketing
Reduces overhead ~60% on
average
Allows for external placement
related ads
With SMRC – members only
received personalized promo
Custom Authority
Sites
Top ranking in search
based on focused
content
Provides focus on industry or
location
All listing become
prospective advertisers
Enormous response
Lower cost to advertise
More traffic that brings business
Better ad revenues
With SMRC – members only
received personalized promo
Menus and Dynamic
Code
jQuery (AJAX) and
Dynamic menus
integrated with
taxonomy
sub-menu category listing for
any article/social media
Maximum ‘top of page’
exposure for any article under
multiple sub-category listing
structures create dynamic
menus
Provides up to nine (9) levels
of menu support
Interactive Mobile
Video
HTML5, CSS3, HTML5
Video (MP4, WebM, &
OGG)
Provides video codec
replacement for Mobile Flash
(that is no longer supported)
Turns cell phones into the next
social portal for social good –
notification & participation.

Page 28 of 58
Security
Secure forms and
content interaction
All code/content
submitted by subscribers is
run through special
‘cleansing’/code sanitization
routines – potentially
malicious code is removed
Although many people think that
hacking a secure (128-256 bit)
certificate is now hackers get in…
but in fact, the majority of hacks
are because of poor security in the
common Internet “Form”
BananaScreen,
KeyLemon and/or
Luxand Blink
Login and Periodic re-
validation of machine user’s
identity
Secures identity of user to
SMRC application security
User identity
Identity of User to other
SMRC members
(authentication)
VPNs & Proxies
HandyCafe Filter
Manager
TOR
EasyVPN
LANOnInternet (LANoi)
Hamachi (Logmein)
Content Filtering (HandyCafe
Filter)
TCP/DNS Proxy (TOR)
Secure Free VPN
High Speed Remote Access
Cross-platform remote
access
Secure, High-speed access
Subscriber privacy
Bandwidth on
Distribution
Video Compression &
High Availability
Supported for packaged
YouTube video, as well as
supporting the
upload/compression,
storage, and the processing
of a faster, high quality Flash
video format from most
other video types
Lost cost storage for big
videos
Fast response (upload and/or
downloads)
Version Control Version Control
Built-in standard
functionality of a good
content management
system
Any updates (versus creating
new content ) to any content
allow the user to archive the
cache (what the document
looked liked before edits) as a
replaceable copy based on a
single keystroke
Content Objects
Expanded set of
content objects
Ratings, Comments, Video,
Image, Slideshow,
Polls/Surveys, Book- Chapters
and sections (to 9 levels), Blog,
Tracker, Portals, User pages,
content menus (within),
Forums and custom templates
(News, Games, Social Media,
Celebrities, Charity templates)
and secure forms
Easy, self-service
environment for building or
interacting with social content.
Virtual Companion
Integrated
Technologies
Verbot and their many
knowledge-bases
Verbot – Online
(Lifestyle)
Verbot – Desktop –
– Reflective
Intelligence intelligent avatar for either/or
subscriber’s knowledge
(question/answer and multi-level
dialogs)

Page 29 of 58
Knowledge bases
Lifenaut.com – Detailed
Personality Simulations
Can learn – be taught easily
personal companion to:
– at SGS or the
broader web space
content
Add-on intelligence for
expert systems, etc.
(TBD)
Design Tools
Mockup Screens,
Firefox, Mindmapper
Wire-framing Better and more standardized
designs
Firebug and other CSS
support
Better supportive justification
and planning
Mind/Idea mapping
Conversation &
Information Tools
Conversation Data-
Mining Tools &
Strategy Information
Processing Tools
Text Processing Extracting behavioral content
Human Analysis Status and Trends
Natural Language Problems and Opportunities
Seeking sentiment,
influence, etc.
Support Tools
Optimized, Dynamic
Support Tools
Decision matrix Better analysis, profiling and
monitoring applied against
larger data sets
“Surplus Sharing for
Charity”
Wireless (WIFI) sharing
by all Win7
Virtual Router
Manager
WLANController
HandyCafe – WIFI Cafe
Free WIFI access to all
members when mobile =>
largest Wide Area Wireless
MESH network
Sharing WIFI for Ethernet
options for all other Win,
Mac machines
SMRC ‘points’ paid to all
members who share their WIFI
Points translate to more
money to charity
Sub-nets w/area caching are
more independent, responsive
and flexible
Membership in
Boinc.berkeley.edu –
Parallel processing
millions of computers
daily
Members share non-
productive computer time to
philanthropic/ scientific
projects
Examples: SETI, Protein-
folding for medicine,
Environmental studies
Screensavers show data
reports
Major contribution of
computer power to worthy
projects
Members earn SMRC ‘points’
for sharing their surplus
computing power for charity

Page 30 of 58
Person to Person
and Person to Group
communications
Tinychat.com
P2p.tinychat.com
Snapyap.com
Group video conferences
to 12 cams and 400 users
Free, dynamic or
scheduled one-on-one video
phone
Free, dynamic one-on-one
video chat/phone
Snapyap.com
Mailvu.com
Free Video Email
Quick message – snapyap
Long message - mailvu
Video Email message
IPChat
Chat for ad-hoc
networking
Chat for ad-hoc networking
Secure Personal and
Group Sharing
Evernotes
g
Always online sync
Mobiles
devices – cloud based
Tonido
2Peer
Mobiles – PLUS Relay around
Firewalls (Tonido)
Windows & Mac only –
similar to Tonido but w/o relay
works around firewalls and is
for all devices
BadBlue Personal
Media Server
Similar to both Tonido
and 2Peer – but focuses on
most common filetypes –
spreadsheets, ppts, graphics,
music, word docs
Well designed to share
these types
Behind firewall w/o VPN
then requires port forwarding
WebWeaver
Personal web/ftp w/VPN requires port
forwarding if behind a firewall
Simple support for sharing in
disconnected Ad-Hoc
networking
Utilities
InternetOWL
Tracks changes to any
URL (webpage), integrated
with DIFF-type functionality
Akin to an intelligent RSS
a. Xirrus Wi-Fi
Inspector
b. HeatMapper
c. inSSIDer
a. Proximity by signal
strength with vocal as signal
increases
b. Site Survey (3-4) points
triangulates other SSID
c. General sensitive
strength meter and switcher
WIFI Analysis Tools
WakeOnStandby
Wake from Hibernation,
or Standby and run task
Reset network connection,
run batch, wait, etc.
CamSpace
Game Controller
Cam tracks object with
image tag like application of
controls and distance from
the screen
Turns any non-transparent
object into a controller (sensor
watches and triangulates
movements

Page 31 of 58

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