Services / Energy management
Energy management
Hold the record.Act on it.
What it covers
Energy management is the day to day handling of the estate: the meters, the supplier contracts attached to them, the invoices arriving against those contracts, and the queries that follow. We hold all of it as a single record rather than as separate pieces of work.
The starting point is a written plan for the estate. It states what happens, when it happens and who holds each action, including the parts that stay with your own team.
How it runs
Contract end dates are tracked ahead of renewal so a tender can be run in good time rather than under a deadline. Invoices are checked against the signed rates before payment. Where a charge does not match the contract, the query is raised with the supplier and tracked until there is a written answer.
Site changes, new meters, closures and changes of tenancy are recorded against the site as they happen, so the estate record stays current rather than being rebuilt each year.
What you receive
You receive the written management plan, the estate record behind it, and access to Insights, where each action is dated and attributed. Estimated readings are labelled as estimates, and a gap in the data is shown as a gap.
We do not sign contracts on your behalf. Recommendations come to you in writing with the working shown, and the decision stays with you.
How a month runs
The same cycle repeats on every account, so nothing depends on someone remembering to look.
What happens, in order
Invoices arrive and are checked
Each invoice is read against the signed rates, standing charges and contract dates held on the account file, not against the previous bill.
Anything that does not reconcile is queried
The query goes to the supplier with the clause and the figures behind it, and stays open on the account until there is a written answer.
Site changes are recorded
New meters, closures, changes of tenancy and capacity changes are written against the site as they happen, so the record stays current.
Contract dates are reviewed
End dates are checked against the tender calendar so a renewal is prepared in good time rather than under a deadline.
The account is reported back
Consumption, contract position and open queries per site, with the source of each figure stated and estimates labelled as estimates.
Who holds what
The management plan names both columns, so there is no assumption about which side an action sits on.
Held by us
What we do on the account
- The meter, contract and invoice record for every site in scope.
- Invoice checking against the signed rates, and any query that follows.
- Contract end dates, renewal timing and the tender record.
- Supplier correspondence, kept on the account file and dated.
Stays with you
What we do not take on
- Signing supply contracts. Every contract is signed by you.
- Approving invoices for payment, which stays with your finance team.
- Bank and payment details, which we never change or hold.
- Deciding which recommendations proceed.
How we are paid
Either a margin included in the unit rate on contracts we place, or a fixed management fee agreed in writing before any work starts. Whichever basis applies is stated in the appointment and repeated in the tender record.
The initial review of your meters, contracts and invoices is not charged for. We need the latest full invoice for each meter and a signed Letter of Authority to begin.
How to check this
Each claim on this page is answered by something you can read for yourself. Nothing below states a figure; it names the document or register the claim is held against.
Point 01
We hold a Level 1 Letter of Authority only
The authority wording sets out what we may do with your data and states that we cannot sign a contract on your behalf. Read it before you sign it.
Point 02
How we are paid is agreed in writing before you sign
Our margin or management fee is stated in the terms that accompany a recommendation, and nothing is added afterwards.
Point 03
Every figure we quote carries a dated source document
Records state the figure, what it is measured against, the document it is taken from and the date on that document. Records still held anonymous are labelled as such.
Point 04
The initial review is carried out at no charge
Send a full recent invoice for each meter and sign the Letter of Authority. We report our findings and the options in writing, including where everything is already in order.
Point 05
We work to a published code of conduct
Our obligations as a third party intermediary, and what you can hold us to, are set out in full.