This document provides information about a conference presented by Utilitywise, an energy consulting company. It summarizes Utilitywise's services and business model, which includes energy procurement, monitoring, targeting reductions, and implementing solutions. It provides details on the customer journey and portfolio of services around procurement, bill validation, and an Energy Alliance program. It also describes the company's energy monitoring, auditing, and targeting services. Finally, it outlines a case study of the work Utilitywise did with Milton Abbey school to implement energy efficiency measures and reduce consumption over three phases of a project.

1. AOC Conference
Presented by:
Dean Hogg – Account Manager
Richard Tandy – Energy Solutions Manager
8th July 2014

2. Utilitywise - Company background
• Founded in 2006
• The UK and Ireland’s leading independent energy
consultant
• AIM listed Plc since 2012
• Circa 800 staff
• Four acquisitions enhancing our range of services
• Offices in South Shields, Portsmouth, Redditch,
Suffolk, Leicester and Prague
• Managing 53,000 meters
• Over 26,000 customers

3. Strategic
Utility
Management
Am I getting the
best value from my
procurement?
Am I monitoring
my consumption
effectively?
Do I have a quality
utility management
solution?
Am I targeting utility
reductions
proactively?
OUR BUSINESS
• Energy procurement
• Monitoring
• Targeting
• Implementation
Energy procurement goes hand in hand
with products and advice to help
businesses lower their consumption.
Key areas of business:-
Sophisticated, bespoke IT
systems - significant
competitive advantage

4. THE BUSINESS MODEL
• The Model - more than procurement, it incorporates energy
services too. Utilitywise work with the customer to help them
reduce and monitor their consumption, target further
improvements and control the outcomes.
• The Energy Services - audit led service to identify client
needs. Utilitywise can manage the implementation of any
recommendations made.
Utilitywise has built its own supply chain to support energy
services including - auditors, engineering support businesses
and electrical support companies.

5. THE CUSTOMER JOURNEY
Initial Contact made by
dedicated Account
Handler
Letter of Authority (LOA)
is received, allowing
Utilitywise to act on
clients behalf
Account Handler
examines the clients
energy use profile and
identifies cost/
consumption savings
Utilitywise go out to the
market to gain pricing
options
Client receives a quote
with pricing options
Client signs contract
Client details added to
our CRM System
Client receives welcome
pack and dedicated
Account Manager in the
Customer Care Team
Customer Care Team act
as main contact for any
queries and alert client
to renewal process

6. SERVICES OVERVIEW
Utilitywise provides much more than a pricing service, we provide clients
with:
• Fixed price, fixed term contracts with managed renewals.
• Risk managed service - a fully flexible contract that is designed to fit a
clients Energy Management Strategy.
• Account managed procurement. Utilitywise use price trackers alongside
expert advice, market trending and reports.
• Portfolio procurement – a new product offered by Utilitywise in which
clients collaborate into an Energy Alliance.
• Bill checking and validation services on energy and water usage to ensure
customers get what they pay for.
• Energy Management Strategy - assistance in setting up and project
managing efficiency programmes with local supply chain support and
account management.

7. RETROSPECTIVE ENERGY BILL CHECKING
Utilitywise offers historical bill checking for up to six years previous of the
current year to date of commercial energy usage. The invoice batch can
cover specific years and/or specific sites, with Utilitywise providing the
following:
• Any discrepancies in your energy billing will be identified and the
supplier held accountable.
• We will then liaise with you and your supplier to acquire a rebate if
necessary, ensuring that you are kept informed throughout the whole
process.
• We cannot guarantee savings, however, you will be reassured that your
bills have been checked by a team of experts and any opportunities for
savings have been fully explored.

8. WATER BILL VALIDATION
The Utilitywise Bill Validation service is a detailed analysis of our clients’ water and
sewerage bills to ensure they are being charged correctly and that the applied tariff is
the best available.
• Analysis of water supply charges and related tariffs using the Utilitywise OBox.
• Identification of billing anomalies such as errors, omissions, over-estimation and
incorrectly applied tariffs and charges.
• Identification of excessive consumption and potential leakage across shared supplies.
• Validation of estimated and actual meter reads and fixed meter charges.
• Analysis of drainage charges and trade-effluent charges, all validated using flow-
loggers and OBox.
• Laboratory analysis of trade-effluent discharges and validation of all elements of the
Mogden Formulae.
• Validation of surface water drainage charges including site area measurements, RV
confirmation, assessment of permeable areas and connectivity surveys.
• Recovery of overcharges and leakage allowances.

9. ENERGY ALLIANCE
The Energy Alliance is a budget portfolio deal that offers clients the simplicity
of a fixed contract with the benefits of flexible purchasing. Utilitywise bundles
this service with energy monitoring products to help you control your energy
consumption.
Energy Alliance Benefits:
• A two year deal with the rates (the budget rate) known in advance.
• In the lead up to the Energy Alliance Budget Rate going live, their supply
partners purchase the energy forecasted to be consumed.
• By taking advantage of the rise and fall of the wholesale market there is
the opportunity to potentially provide final billing rates that may beat the
original budget price.
• The final price will not go higher than the budget’s price, but could be
lower.

10. Energy Management Strategy
(EMS)
Whilst we are, and will likely remain, a high cost country for electricity
generation there are things businesses should do, for example, set up a
formal EMS which includes:
• Having an energy audit carried out on business premises and business
processes. This will establish where energy is being wasted. A range of
improvements can then be implemented
• A managed and controlled energy system can save a minimum of 5% per
year
• Creating a culture in business where employees understand how they play
their part in saving the company money; Monitor; Target; Control.

11. MONITORING - ENERGY HEALTH CHECK
• The Energy Health
Check is the first step
in reducing your
energy costs and
lowering your carbon
footprint.
• Uses the same
standards and
methodology as a
DEC.

12. TARGETTING - ENERGY AUDIT
• On-site detailed survey
of how energy is used
in a business.
• Shopping list of the
energy saving
measures that will give
you the best ROI.

13. CONTROLLING - EDD:E
• Circuit level energy monitoring.
• Detailed understanding of what each circuit is consuming in your business.
• Help in understanding your energy use.
• Wireless or wired operation.
• Easy to fit.
• Cost effective.
• 24 hours a day, all year.

14. ADDITIONAL SERVICES
Energy Reduction Support
• Non-Domestic Green Deal
• Financing scheme with costs of energy efficiency projects bundled into electricity bills.
• Financing for Energy Saving Products
• Providing financing options to help clients make energy saving changes to their
business.
Carbon Management
• Carbon Footprinting
• Support to calculate a business’ carbon footprint.
• Mandatory Carbon Reporting
• Helping businesses be prepared and ensuring they reduce their carbon footprint.
Legislative Compliance
• CCA and CCL support
• Enter into a Climate Change Agreement (CCA), and reduce a client’s Climate Change
Levy.
• European Union Emissions Trading Scheme (EU ETS)

15. MILTON ABBEY
CASE STUDY

16. ABOUT MILTON ABBEY
• Milton Abbey is a co-educational boarding school in
the heart of Dorset
• The school holds over 200 full time mixed boarders
and a small number of day students
• Founded in the 1950’s the school has continued to
develop its estate
• The estate sits within the grounds of the historic
Milton Abbey

17. WHAT WE DISCOVERED
• Current oil expenditure circa £200k annually
• This has increased by 30% over past 5 years
• Rising power and LPG prices
• Ageing estate with inefficient and obsolete technology
• Compliance and Health and Safety issues – boiler insulation and plating
• Lack of information, oil, billing, network, data etc.
• No PPM (planned preventative maintenance)
• Lack of resource
• Data integrity risk – manual meter reading

18. ENERGY SOLUTIONS MODEL
• Situation analysis
• Design bespoke solution
• Financial planning
• Project management
• Monitor and maintain
• Reduce risk
• Reduce consumption
• Partnership

19. OUR SOLUTION
• Framework agreement
• 3 phase project solution
• Cash positive – fully funded solution
• Turnkey option – project managed by Utilitywise
• Savings identified by Edd:e system
• Complete partnership approach
• Long term strategic partnership

20. PHASES AND MEASURES
Phase 1
• Oil tender and procurement exercise
• Bill validation and asset register creation
• Delap survey
• Asbestos survey and removal
• Edd:e install
• Pool cover
• Insulation
• Biomass design work and planning

21. PHASES AND MEASURES
Phase 2
• Complete LED lighting retrofit + controls
Phase 3
• Biomass installation
• Water harvesting project
• BMS
• AHU replacement

22. PROJECT ECONOMICS
• Total project cost £1,522,380
• Annual savings £329,325
• ROI 4.6 years
• Carbon savings 927 tonnes
• kWh savings 3,367,330

23. WORKING IN PARTNERSHIP
• Presented energy project to students including Q & A
• Supported school fete + raffle
• Consumption reduction competition between students +
prizes for winners
• Fully branded project logo and press release
• Product training for estates team
• Work experience programme for 6th form students
• Participation in Headmaster lectures
• Vocational involvement in all solutions
• Long term partnership plan with school

24. QUESTIONS