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.
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
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.