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Unified Energy Services

A unified approach to energy procurement
and load management
Unified Energy Services
Management Team

  Michael Harris
  Michael brings more than 15 years of experience in business development and energy solutions sales to Unified Energy Services. Prior to
  founding Unified Energy Services as CEO, he was a Senior Account Executive for Integrys Energy Services (Wisconsin Public Service),
  founding that business in Texas and creating a national consultant model for the organization. Additionally, he worked with consultants while
  a Senior Account Executive with Constellation NewEnergy, also founding the indirect sales channel for the company in Texas. He is
  currently a Board Member of the Texas Energy Professional Association. Michael holds a Master’s in Marketing from Northwestern
  University, a BS from the University of Kansas and attended Stirling University in Scotland.

  Bennett Rowe
  Bennett is President of Unified Energy Services and has more than 20 years experience in the retail and energy markets, primarily as Senior
  Vice President with Choice Energy Services Retail, the oldest consulting company in Texas. Mr. Rowe is a founding member of TEPA (the
  Texas Energy Professionals Association) and is widely regarded as one of the premier energy consultants in North America. Bennett holds a
  BS from the University of Houston.

  Sarah Salinas
  Sarah has more than six years of energy consulting experience, working with Mr. Rowe at Choice Energy Services Retail. She focuses on
  commercial real estate, but also has had marked success working with manufacturing associations on a national basis. As Vice President of
  Sales, Ms. Salinas focuses on sales strategies while managing her existing portfolio of customers and downstream consultants. Sarah holds
  a BS from the University of Houston.

  Michael Babich
  Michael brings energy structuring and consulting experience from Gulf States Energy as well as Seven Utility Management. As Director of
  Pricing and Structuring, Michael’s focus is managing daily customer pricing requests and third-party business including proposals and
  contracting. Additionally, Michael manages our automation models. He is a graduate of Texas State University.

  Kirsty Norvell
  Kirsty is Director of Process Management and Contract Administration for Unified Energy. In this role, she manages all phases of business
  operations on a tactical basis for both retail and wholesale transactions. Ms. Norvell was previously with Integrys Energy Services,
  Constellation NewEnergy, AES, Amerigas and Dynegy, all with a focus on contract administration. Kirsty is a graduate of Sam Houston State
  University.
Unified Energy Services
Holistic Energy Management


                               Demand
                              Response




                             Commodity


                  Asset                   Energy
                Management               Efficiency
The Deregulation of Energy



 Removing	
  Barriers	
  to	
  Entry	
      Mee2ng	
  Market	
  Thresholds
                                                                         	
     Determining	
  Energy	
  Suppliers
                                                                                                                 	
  

§  The deregulation of                    §  Generally speaking,              §  Consultants have multiple
    energy in the U.S. is                      incumbent utilities must             customers that allow for
    founded upon bringing                      lose a certain percentage            more leverage in
    competition to the market                  of their historical load to          negotiating with energy
§  Initially, the incumbent                   new market participants              suppliers (whether
    utilities’ rates are                       prior to being able to sell          incumbent utility based or
    purposely set higher than                  market-based products                not)
    market to encourage new                §  Once the threshold for           §  In every deregulated
    market entrants                            market loss has been                 state, switching away
§  The infrastructure for                     met, utilities can provide           from a historical utility
                                               service at non-tariff rates          contract saves money…
    delivering power does not
                                           §  Regardless, utilities tend           even if you stay with the
    change whatsoever
                                               to have the highest prices           utility.
Unified Energy Services
Customers
Thompson National Properties Case Studies

1	
        3030 LBJ Freeway – Dallas, Texas

        -­‐
         	
     369,000 square feet

        -­‐
         	
     Saved Thompson more than 25% of energy costs versus 2008

        -­‐
         	
     $350,000 in year over year savings including deposit

2	
        1801 N. Lamar Street

        -­‐
         	
     133,000 square feet

        -­‐
         	
     Saved Thompon more than 29% of energy costs versus 2008

        -­‐
         	
     $110,000 in year over year savings including deposit
        In Texas alone, Unified Energy saved Thompson National Properties
        more than $1,200,000 year over year savings on just nine properties
Steps for Commodity Contracting
1	
        Energy	
  Informa2on	
  Acquisi2on	
  

        -­‐
         	
     1	
  bill	
  copy	
  for	
  each	
  loca/on	
  

        -­‐
         	
     Sign	
  Le4er	
  of	
  Authoriza/on	
  with	
  Unified	
  Energy	
  Services             	
  	
  

        -­‐
         	
     Determina/on	
  if	
  exis/ng	
  contract	
  

2	
        Choosing	
  Supplier	
  

        -­‐
         	
     Unified	
  Energy	
  provides	
  quotes	
  and	
  contracts	
  with	
  recommenda/ons	
  

        -­‐
         	
     Full	
  explana/on	
  of	
  benefits	
  of	
  each	
  energy	
  supplier	
  

        -­‐
         	
     Sign	
  contract	
  and	
  determine	
  dedicated	
  customer	
  service	
  representa/ve	
  

        Unified Energy Services removes the uncertainty from switching to a lower
           priced energy provider with easy to understand values and savings.
Unified Energy Services
Process Management – Example Mapping


                                                                                                                                        Structuring	
                Structuring	
                       Structuring	
  
   Sales	
  sends	
       Structuring	
             Structuring	
               Structuring	
            Structuring	
  
                                                                                                                                        sends	
  price	
             sends	
  deal	
                       receives	
  
     LOA	
  to	
          sends	
  LOA	
             receives	
                sends	
  usage	
          gets	
  S/P/T	
                request	
  to	
              overview	
  to	
                    pricing	
  from	
  
   Structuring	
            to	
  TDSP	
            usage	
  data	
            data	
  to	
  sales	
     from	
  sales	
                   REPs	
                       sales	
                              REPs	
  


    Structuring	
                                     Structuring	
                Sales	
                   Sales	
                                                  Structuring	
  
                           Contract	
                                                                                                 Sales	
  discuss	
                                                Structuring	
  
       sends	
                                       sends	
  refresh	
          requests	
               determines	
                                                sends	
  cost	
  
    contract	
  to	
      received	
  by	
           and	
  contract	
         contract	
  from	
        contract	
  with	
            prices	
  with	
               analysis	
  to	
                  creates	
  cost	
  
       Sales	
            Structuring	
             request	
  to	
  REP	
      structuring	
              customer	
                   customer	
                       sales	
                          analysis	
  

                                                                                                                                                                   Structuring	
  forwards	
  
                           Customer	
                                            Structuring	
            Structuring	
                 Structuring	
                                                     Contracts	
  
   Sales	
  sends	
                                 Sales	
  sends	
                                                                                                        contracts,	
  	
  
                            executes	
                                              sends	
              confirms	
  REP	
                confirms	
                  confirma/ons	
  and	
                 inputs	
  into	
  
   contract	
  to	
        contract	
  –	
          contract	
  to	
             contract	
  to	
          receipt	
  of	
              commission	
               deal	
  closed	
  sheets	
  to	
      Accoun/ng	
  
    Customer	
           sends	
  to	
  Sales	
     Structuring	
                    REP	
                  contract	
                   with	
  REP	
  
                                                                                                                                                                      Contracts	
  and	
  
                                                                                                                                                                           Accoun/ng	
                  Spreadsheet	
  


                                                                                                                                                                                                         Accoun/ng	
  
                                                                                                                                                     REP	
  confirms	
  
                                                                                                                        REP	
  denies	
                                                                 confirms	
  with	
  
                                                                                                                                                        credit	
  
                                                                                                                          credit	
                                                                      Contracts	
  on	
  
                                                                                                                                                       approval	
  
                                                                                                                                                                                                           Fridays	
  


                                                                                                                                       REP	
  finds	
  
                                                                                                                                         credit	
  
                                                                                                              End	
  
                                                                                                                                      solu/on	
  and	
  
                                                                                                                                       approves	
  
Myths of Commodity Contracting


1	
        My electricity won’t be as reliable if I switch providers.

        -­‐
         	
     Reliability is exactly the same with all suppliers and managed by the applicable state.



2	
        I don’t want to leave the company I’ve been with for years.
                We may not change your service, we focus on price and risk management. However, if we
        -­‐
         	
     do change your supplier, we will make the reasons for doing so very apparent.


3	
        I won’t know who to call if my power goes out.

        -­‐
         	
     You are only changing who sells your power, not who delivers it. You call the same number.



4	
        Switching is hard and will take a lot of time.
                The switching process is easy and quick. Most customers can be contracted with
        -­‐
         	
     guaranteed savings in a week or less. We handle the work so you don’t have to.
Introduction to Demand Response
Company History

   In 2000, we filed our                In January of 2008,                 Tullett Prebon
   first patent in real-time            RTP partnered with                  acquires Unified
   price control, laying a              Gatekeeper Systems                  Energy – Unified
   foundation of strong                                                     brand remains
   intellectual property.


        Patents
                           Production        Partnership      Expansion       Acquisition


                       In 2005, full                       Unified Energy Group
                       production sales of                 in Houston, TX
                       our completely
                       automated real-time
                       price control and
                       demand response
                       system began.


Page § 10
Unified Energy
Demand Response


  Emergency Demand      §  PJM      §  ERCOT     §  SDG&E
      Response          §  NYISO    §  IESO      §  PG&E
                        §  ISO-NE   §  SCE

   Economic Demand      §  PJM      §  ERCOT     §  SDG&E
       Response         §  NYISO    §  IESO      §  PG&E
                        §  ISO-NE   §  SCE

      Index Price &     §  PJM      §  ERCOT     §  SDG&E
     Contract Control   §  NYISO    §  IESO      §  PG&E
                        §  ISO-NE   §  SCE       §  Georgia Power


                        §  PJM      §  ISO-NE*
       Synchronized     §  IESO     §  CAISO*
         Reserve        §  NYISO*



Page § 11
Aggregated Monitoring & Baseline Load
Baseline during Load Reduction Event




Page § 12
Building Integration
Identify Energy Assets


  1          Low-Hanging Fruit

             -   Lighting

             -   HVAC

             -   Backup Generation/Co-Generation

  2          Advanced Algorithms

             -   Staged curtailments

             -   Portfolio participation (creating wholesale options)

             -   Ice Storage, secondary cooling, VFDs, dimming, etc.


Page § 13
Conclusion



Commodity Procurement                  Demand Response                  Energy Structuring

§  Unified’s national footprint   §  Consistent and verifiable    §  The ability to shape retail
    for electricity and natural        market settlements               load to match wholesale
    gas                            §  National footprint for           supply
§  Immediate opportunities            market participation         §  Mitigates risk associated
    for year over year savings     §  Low hurdles for entry into       with index markets
    and managed planning                                            §  Moves beyond energy
                                       demand response
§  In-depth knowledge of                                               conservation to
                                   §  Fast installations and
    markets leads to better                                             synchronize energy use
                                       market participation
    pricing and overall                                                 with market prices &
    decision making                                                     events
Do You Have
Any Questions?
Thank you for your time and
hospitality.

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Ues Commodity Presentation[1]

  • 1. Unified Energy Services A unified approach to energy procurement and load management
  • 2. Unified Energy Services Management Team Michael Harris Michael brings more than 15 years of experience in business development and energy solutions sales to Unified Energy Services. Prior to founding Unified Energy Services as CEO, he was a Senior Account Executive for Integrys Energy Services (Wisconsin Public Service), founding that business in Texas and creating a national consultant model for the organization. Additionally, he worked with consultants while a Senior Account Executive with Constellation NewEnergy, also founding the indirect sales channel for the company in Texas. He is currently a Board Member of the Texas Energy Professional Association. Michael holds a Master’s in Marketing from Northwestern University, a BS from the University of Kansas and attended Stirling University in Scotland. Bennett Rowe Bennett is President of Unified Energy Services and has more than 20 years experience in the retail and energy markets, primarily as Senior Vice President with Choice Energy Services Retail, the oldest consulting company in Texas. Mr. Rowe is a founding member of TEPA (the Texas Energy Professionals Association) and is widely regarded as one of the premier energy consultants in North America. Bennett holds a BS from the University of Houston. Sarah Salinas Sarah has more than six years of energy consulting experience, working with Mr. Rowe at Choice Energy Services Retail. She focuses on commercial real estate, but also has had marked success working with manufacturing associations on a national basis. As Vice President of Sales, Ms. Salinas focuses on sales strategies while managing her existing portfolio of customers and downstream consultants. Sarah holds a BS from the University of Houston. Michael Babich Michael brings energy structuring and consulting experience from Gulf States Energy as well as Seven Utility Management. As Director of Pricing and Structuring, Michael’s focus is managing daily customer pricing requests and third-party business including proposals and contracting. Additionally, Michael manages our automation models. He is a graduate of Texas State University. Kirsty Norvell Kirsty is Director of Process Management and Contract Administration for Unified Energy. In this role, she manages all phases of business operations on a tactical basis for both retail and wholesale transactions. Ms. Norvell was previously with Integrys Energy Services, Constellation NewEnergy, AES, Amerigas and Dynegy, all with a focus on contract administration. Kirsty is a graduate of Sam Houston State University.
  • 3. Unified Energy Services Holistic Energy Management Demand Response Commodity Asset Energy Management Efficiency
  • 4. The Deregulation of Energy Removing  Barriers  to  Entry   Mee2ng  Market  Thresholds   Determining  Energy  Suppliers   §  The deregulation of §  Generally speaking, §  Consultants have multiple energy in the U.S. is incumbent utilities must customers that allow for founded upon bringing lose a certain percentage more leverage in competition to the market of their historical load to negotiating with energy §  Initially, the incumbent new market participants suppliers (whether utilities’ rates are prior to being able to sell incumbent utility based or purposely set higher than market-based products not) market to encourage new §  Once the threshold for §  In every deregulated market entrants market loss has been state, switching away §  The infrastructure for met, utilities can provide from a historical utility service at non-tariff rates contract saves money… delivering power does not §  Regardless, utilities tend even if you stay with the change whatsoever to have the highest prices utility.
  • 6. Thompson National Properties Case Studies 1   3030 LBJ Freeway – Dallas, Texas -­‐   369,000 square feet -­‐   Saved Thompson more than 25% of energy costs versus 2008 -­‐   $350,000 in year over year savings including deposit 2   1801 N. Lamar Street -­‐   133,000 square feet -­‐   Saved Thompon more than 29% of energy costs versus 2008 -­‐   $110,000 in year over year savings including deposit In Texas alone, Unified Energy saved Thompson National Properties more than $1,200,000 year over year savings on just nine properties
  • 7. Steps for Commodity Contracting 1   Energy  Informa2on  Acquisi2on   -­‐   1  bill  copy  for  each  loca/on   -­‐   Sign  Le4er  of  Authoriza/on  with  Unified  Energy  Services     -­‐   Determina/on  if  exis/ng  contract   2   Choosing  Supplier   -­‐   Unified  Energy  provides  quotes  and  contracts  with  recommenda/ons   -­‐   Full  explana/on  of  benefits  of  each  energy  supplier   -­‐   Sign  contract  and  determine  dedicated  customer  service  representa/ve   Unified Energy Services removes the uncertainty from switching to a lower priced energy provider with easy to understand values and savings.
  • 8. Unified Energy Services Process Management – Example Mapping Structuring   Structuring   Structuring   Sales  sends   Structuring   Structuring   Structuring   Structuring   sends  price   sends  deal   receives   LOA  to   sends  LOA   receives   sends  usage   gets  S/P/T   request  to   overview  to   pricing  from   Structuring   to  TDSP   usage  data   data  to  sales   from  sales   REPs   sales   REPs   Structuring   Structuring   Sales   Sales   Structuring   Contract   Sales  discuss   Structuring   sends   sends  refresh   requests   determines   sends  cost   contract  to   received  by   and  contract   contract  from   contract  with   prices  with   analysis  to   creates  cost   Sales   Structuring   request  to  REP   structuring   customer   customer   sales   analysis   Structuring  forwards   Customer   Structuring   Structuring   Structuring   Contracts   Sales  sends   Sales  sends   contracts,     executes   sends   confirms  REP   confirms   confirma/ons  and   inputs  into   contract  to   contract  –   contract  to   contract  to   receipt  of   commission   deal  closed  sheets  to   Accoun/ng   Customer   sends  to  Sales   Structuring   REP   contract   with  REP   Contracts  and   Accoun/ng   Spreadsheet   Accoun/ng   REP  confirms   REP  denies   confirms  with   credit   credit   Contracts  on   approval   Fridays   REP  finds   credit   End   solu/on  and   approves  
  • 9. Myths of Commodity Contracting 1   My electricity won’t be as reliable if I switch providers. -­‐   Reliability is exactly the same with all suppliers and managed by the applicable state. 2   I don’t want to leave the company I’ve been with for years. We may not change your service, we focus on price and risk management. However, if we -­‐   do change your supplier, we will make the reasons for doing so very apparent. 3   I won’t know who to call if my power goes out. -­‐   You are only changing who sells your power, not who delivers it. You call the same number. 4   Switching is hard and will take a lot of time. The switching process is easy and quick. Most customers can be contracted with -­‐   guaranteed savings in a week or less. We handle the work so you don’t have to.
  • 10. Introduction to Demand Response Company History In 2000, we filed our In January of 2008, Tullett Prebon first patent in real-time RTP partnered with acquires Unified price control, laying a Gatekeeper Systems Energy – Unified foundation of strong brand remains intellectual property. Patents Production Partnership Expansion Acquisition In 2005, full Unified Energy Group production sales of in Houston, TX our completely automated real-time price control and demand response system began. Page § 10
  • 11. Unified Energy Demand Response Emergency Demand §  PJM §  ERCOT §  SDG&E Response §  NYISO §  IESO §  PG&E §  ISO-NE §  SCE Economic Demand §  PJM §  ERCOT §  SDG&E Response §  NYISO §  IESO §  PG&E §  ISO-NE §  SCE Index Price & §  PJM §  ERCOT §  SDG&E Contract Control §  NYISO §  IESO §  PG&E §  ISO-NE §  SCE §  Georgia Power §  PJM §  ISO-NE* Synchronized §  IESO §  CAISO* Reserve §  NYISO* Page § 11
  • 12. Aggregated Monitoring & Baseline Load Baseline during Load Reduction Event Page § 12
  • 13. Building Integration Identify Energy Assets 1 Low-Hanging Fruit - Lighting - HVAC - Backup Generation/Co-Generation 2 Advanced Algorithms - Staged curtailments - Portfolio participation (creating wholesale options) - Ice Storage, secondary cooling, VFDs, dimming, etc. Page § 13
  • 14. Conclusion Commodity Procurement Demand Response Energy Structuring §  Unified’s national footprint §  Consistent and verifiable §  The ability to shape retail for electricity and natural market settlements load to match wholesale gas §  National footprint for supply §  Immediate opportunities market participation §  Mitigates risk associated for year over year savings §  Low hurdles for entry into with index markets and managed planning §  Moves beyond energy demand response §  In-depth knowledge of conservation to §  Fast installations and markets leads to better synchronize energy use market participation pricing and overall with market prices & decision making events
  • 15. Do You Have Any Questions? Thank you for your time and hospitality.