Fourteen areas, one accountable partner.
The full lifecycle — from pulling your utility data through contract execution, ongoing invoice monitoring, and meter management after enrollment.
01Utility Data Acquisition & Analysis
- Pull historical usage, interval data, and billing history directly from the utility, with your authorization
- Analyze consumption patterns, load profiles, peak demand behavior, and seasonal trends
- Identify anomalies, billing errors, and operational inefficiencies that affect procurement strategy
- Benchmark usage against industry standards to uncover savings opportunities
02Market Intelligence & Strategy Development
- Monitor wholesale markets, forward curves, regulatory changes, and utility tariff updates
- Ongoing market intelligence reports covering timing, risk, and pricing trends
- Procurement strategy built around your risk tolerance, budget goals, and operational needs
- Advise on fixed, index, block-and-index, and hybrid purchasing structures
03Supplier Engagement & Competitive Bidding
- Prepare and distribute a formal RFP to all qualified retail energy suppliers
- Ensure every supplier receives accurate usage data, load profiles, and contract requirements
- Facilitate supplier Q&A and maintain a transparent, competitive bidding environment
- Collect, evaluate, and normalize bids for a true apples-to-apples comparison
- Negotiate pricing, terms, and contract language on your behalf
04Contract Review, Negotiation & Execution
- Review supplier contracts for accuracy, compliance, and alignment with your objectives
- Negotiate bandwidth, swing, pass-through charges, and early termination clauses
- Clear recommendations and risk assessments for each contract option
- Execution support and seamless enrollment with the utility
05Ongoing Account Management & Billing Support
- Primary point of contact for all energy-related issues
- Monitor monthly invoices for accuracy, unexpected charges, and anomalies
- Resolve billing disputes directly with suppliers or utilities on your behalf
- Track contract performance so you receive the rates and terms you signed
- Annual or quarterly account reviews
06Risk Management & Hedging Advisory
- Evaluate exposure to market volatility and recommend hedging strategies
- Guidance on layered purchasing, block hedges, and index exposure
- Monitor conditions and advise when to lock in additional positions
07Regulatory & Compliance Support
- Keep you informed of regulatory changes, utility filings, and policy updates that affect cost
- Assist with tax exemptions, load response program enrollment, and reporting obligations
08Demand Response & Incentive Programs
- Identify demand response, curtailment, and incentive program opportunities
- Evaluate potential revenue streams and operational impacts
- Assist with enrollment, measurement, and verification requirements
09Energy Efficiency & Operational Optimization
- Review facility operations to identify efficiency opportunities
- Recommend lighting upgrades, HVAC optimization, controls, and other cost-saving measures
- Coordinate with third-party vendors for audits and project implementation
- ROI analysis and payback calculations
10Renewable Energy & Sustainability Advisory
- Evaluate renewable procurement options including RECs, green tariffs, and onsite solar
- Financial modeling for renewable projects
- Supplier selection and contract negotiation for renewable solutions
- Support sustainability reporting and carbon reduction strategies
11Future Contracting & Market Timing
- Continuously monitor the market for optimal timing on future agreements
- Notify you when conditions present early renewal or cost savings opportunities
- Maintain a proactive renewal calendar to avoid lapses and unfavorable auto-renewals
12Portfolio Management for Multi-Site Clients
- Consolidate usage across facilities to leverage buying power
- Standardize contract terms and renewal dates across locations
- Centralized reporting and spend analysis
13Reporting & Communication
- Regular reporting on usage, spend, market conditions, and savings achieved
- Executive summaries for leadership teams
- Transparent communication throughout the contract lifecycle
14Utility Enrollment & Meter (ESIID) Lifecycle Management
- Coordinate with the utility to establish new ESIIDs, including documentation and accurate setup
- Confirm proper enrollment, contract alignment, and activation of new meters with the supplier
- Support meter adds, deletes, transfers, corrections, and reconfigurations
- Resolve meter configuration issues, enrollment discrepancies, and related billing impacts
- Serve as liaison between utility and supplier for accurate billing on all meter activity
Questions we get early.
How are you paid?
As a registered broker, our compensation is disclosed to you before you sign anything, and it does not change based on which supplier you select. If an engagement is structured differently, you will know the terms up front and in writing.
Do we have to leave our current supplier?
No. Plenty of reviews end with a recommendation to stay put, or to stay and fix the contract at renewal. Knowing your position has value whether or not you move.
What does the initial review cost?
Nothing, and there is no obligation attached. You keep the analysis whether or not you go to market with us.
Who sees our data?
We do. Suppliers see your load profile only when you decide to go to market, and only what they need in order to price it.
We have sites in several states. Can you handle that?
Yes. Multi-site and multi-market portfolios are a common reason organizations bring someone in. Each deregulated market has its own rules, and consolidating usage, terms, and renewal dates is usually where the savings hide.
We are opening a new facility. Can you help before it energizes?
Yes. New meter establishment is part of the scope — coordinating ESIID setup with the utility, confirming enrollment with the supplier, and catching configuration issues before they turn into billing problems.
Send a recent bill. We’ll tell you what we see.
No cost, no obligation. You keep the analysis either way.