BALANCED ROCK ENERGY BETTER DECISION MAKING & LESS ENERGY - - PowerPoint PPT Presentation

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BALANCED ROCK ENERGY BETTER DECISION MAKING & LESS ENERGY - - PowerPoint PPT Presentation

BALANCED ROCK ENERGY BETTER DECISION MAKING & LESS ENERGY SPENDING Agenda Balanced Rock Energy Introduction/Overview Procurement Steps of the Process Live Auction Post Procurement Tasks Energy Data Analytics / Dashboard Data


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BALANCED ROCK ENERGY

BETTER DECISION MAKING & LESS ENERGY SPENDING

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Agenda

Balanced Rock Energy – Introduction/Overview Procurement

Steps of the Process Live Auction Post Procurement Tasks

Energy Data Analytics / Dashboard

Data Retrieval Dashboard Access Bi-Directional Interface w Energy Star Energy to Care

Additional Services

Incentive Programs (Solar/Demand Response/Efficiency) Onsite Generation

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SLIDE 3

Overview

CERTIFIED ENERGY PROCUREMENT PROFESSIONAL LED BY DAN JOYCE

Over fifteen years of experience Hundreds of clients Thousands of contracts Billions of kWh’s of power

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SLIDE 4

Overview

REDUCE SPEND & MANAGE COSTS

for some of the largest energy users

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Guiding Principles

Core Values

TRANSPARENCY INTEGRITY HONESTY LIQUIDITY INTELLIGENCE UNBIASED RECOMMENDATIONS

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Guiding Principles

Core Services

ENERGY PROCUREMENT ENERGY ANALYTICS UTILITY INCENTIVE PROGRAMS

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SLIDE 7

THE ENERGY MARKETPLACE CAN BE

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SLIDE 8

WE CAN HELP

Competitive sourcing of supplier agreements Reduce usage via energy analytics and efficiency measures Maximize all available incentive programs (iso, state, utility) On-site generation of power & leverage of existing energy assets

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Procurement

Steps of the Process Live Auction Post Procurement Tasks

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Step 1

Energy Procurement

DISCOVERY

Collect copies of utility & supply invoices Collect copies of supply agreements Complete utility authorizations Review on-site generation capabilities

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Step 2

Energy Procurement

DISCUSS & DEVELOP BUYING STRATEGY

Tolerance for Risk Budget Certainty / Best Price Types of Products

  • a. Market Based Pricing / Index
  • b. Fixed Adder w Block Purchasing
  • c. Percentage Fixed (ex. 50%)
  • d. All in Fixed w Min 25% Bandwidth
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Step 3

Energy Procurement

INTERNAL EVALUATION

OF FINDINGS & RECOMMENDATION

Market Conditions (MIP) Existing Agreements Estimates of New Pricing Results Recommendation of Next Steps

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Step 4

Energy Procurement

DEVELOP REQUEST FOR PRICING

RFP Architecting

Products / Term Lengths / Sequence

Confirm All Customer Information Review Supplier Agreements Schedule Sealed Bid Round of Pricing

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Step 4

Energy Procurement

Supplier Liquidity

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Step 4

Energy Procurement

SEALED BID ROUND OF PRICING

Release RFP to All Suppliers Evaluate Results

Pricing Products Supplier Competitiveness Formulate Decisions Review Supplier Agreements

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Step 5

Energy Procurement

RUN LIVE AUCTION

Executable Round of Pricing Auctions Run 10:00am – 12:00pm Evaluate Results / Make Decisions Execute Agreements as Applicable

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Step 5

Energy Procurement Energy Procurement

RUN LIVE AUCTION

RFQ Details

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Step 5

Energy Procurement

RUN LIVE AUCTION

RFQ Details

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SLIDE 19

Step 5

Energy Procurement

RUN LIVE AUCTION

RFQ Architecting

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Step 5

Energy Procurement

RUN LIVE AUCTION

Executable Round of Pricing

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Step 6

Energy Procurement

MARKET WATCH

Utilize market triggers to track wholesale pricing over the life of the agreement

Layer In Additional Hedges Assists w Proactive Procurement

Help to take advantage of buying opportunities Set up Billing & Payment Methods

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SLIDE 22

Energy Data Analytics

Data Retrieval Dashboard Access Bi-Directional Interface w Energy Star Energy to Care

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Our Energy Analytics Solution

  • Utility/Energy Data Acquisition
  • Fully Automated Acquisition from:

Direct Data Capture via Utility RPA Interval Meter Capture / BMS

  • Energy & Sustainability

Dashboards

  • Invoice Management / Audits
  • Budgeting & Forecasting
  • Measurement & Verification
  • Peak Load Management
  • Sustainability Management
  • ENERGY STAR, LEED Arc,

GRESB, Energy to Care.

  • Energy Reporting
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Utility Budgeting - Prepare

  • Budget based on actual

consumption

  • Delivery tariff rates
  • Understand impact of

business activity,

  • ccupancy, weather, and

efficiency projects

  • Allocate capital

efficiently

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SLIDE 25

Measurement & Verification

  • Track Multiple ECMs
  • Normalize for

weather, billing period length,

  • ccupancy, and more
  • Verify performance

and track ROI

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Real-Time Monitoring & Analytics

  • Hardware/metering system

agnostic: utility meters, sub-meters, BAS systems, etc.

  • 5 second to 60 minute interval

updates

  • Consumption and peak alerts

via email and text message

  • User defined threshold alerts

and system generated based

  • n prior peaks
  • View RT against prior day/prior

month/prior year/current view peak kW

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Threshold & User Defined Alerts

  • Receive alerts when

demand is within a defined % threshold vs. current billing period peak, prior peak, same month prior year, user defined #

  • Create notes on chart to

identify operational activities

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SLIDE 28

ICAP Peak Load Hour Notifications

  • Receive email/text

message notifications when the grid is expected to peak

  • Track when actual peak

loads occurred

  • Reduce capacity and

peak demand charges by tens of thousands of dollars per month

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ENERGY STAR Portfolio Manager Integration

  • Direct API integration with

Portfolio Manager

  • No need to manually

update or upload csv files

  • Additional Sustainability

Reporting APIs available

(LEED Arc, GRESB, Energy to Care.)

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Energy Efficiency Demand Response On-Site Power Generation

Additional Services

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Additional Services

Energy Efficiency

THE CHEAPEST KWH IS THE ONE YOU DON’T USE

WE CAN

Recoup in the form of rebates Uncover opportunities Maximize rebates and incentives Secure financing for qualified buyers

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Demand Response

A PROGRAM THAT PAYS YOU TO REDUCE USAGE AT PEAK TIMES ANNUALLY

WE CAN

Evaluate if demand response is appropriate Source & monitor agreement with the CSP Additional Services

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On-Site Power Generation

BENEFITS

NATURAL GAS EFFECTIVE, EFFICIENT & RELIABLE

Increased efficiency Cleaner mix of fuel More reliable power Many federal & state incentives Long term power purchase agreement available Additional Services

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On-Site Power Generation

BENEFITS

SOLAR CAN BE IMPLEMENTED ON-SITE / OFF-SITE VIA A COMMUNITY SOLAR AGREEMENT

Low rate of power for 10-20 years Generate power on-site at the peak time daily without emissions Additional Services

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Value

1 EXPERIENCE 2 PROCESS 3 TECHNOLOGY 4 SUPPLIERS 5 APPROACH

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Value

1 EXPERIENCE 2 PROCESS 3 TECHNOLOGY 4 SUPPLIERS 5 APPROACH

Over 30 years of experience assisting many of the largest energy users in the world. Hundreds of clients, thousands of agreements for billions of kWh’s in every deregulated market in the US.

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Value

1 EXPERIENCE 2 PROCESS 3 TECHNOLOGY 4 SUPPLIERS 5 APPROACH 1 EXPERIENCE 2 PROCESS 3 TECHNOLOGY 4 SUPPLIERS 5 APPROACH

A structured process which includes customized bid conditions, products and terms based on your specific goals we discussed during due diligence.

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Value

1 EXPERIENCE 2 PROCESS 3 TECHNOLOGY 4 SUPPLIERS 5 APPROACH

We utilize a live auction-based

  • approach. This process will create

a hyper competitive bidding environment, will compress supplier margins to the bare minimum and result in the best pricing available.

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Value

1 EXPERIENCE 2 PROCESS 3 TECHNOLOGY 4 SUPPLIERS 5 APPROACH

We work with every relevant supplier in every market throughout the US. We have point people assigned to BRE at a corporate level, this reduces excess sales support and improves efficiencies.

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Value

1 EXPERIENCE 2 PROCESS 3 TECHNOLOGY 4 SUPPLIERS 5 APPROACH

We use a performance-based business model. In the unlikely event you are not completely satisfied you can say “thanks, but no thanks” and walk away.

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WE LEVERAGE OUR OWN ASSETS

Over a Decade of Experience Extensive Market Intelligence Data Technology Based Tools A Network of the Best Vendors Performance Based Approach

TO HELP YOU MAKE THE BEST DECISIONS! DAN JOYCE

President 413-237-4436 djoyce@balancedrockenergy.com www.balancedrockenergy.com