1. Unified Energy Services
A unified approach to energy procurement
and load management

2. History of Unified Energy
Unified Energy Group
August 2008
In 2005, full
production sales of
our completely
automated real-time
price control and
demand response
system began.
In January of 2008,
RTP partnered with
Gatekeeper Systems,
RTP now called Vexia
In 2000, we filed our
first patent in real-time
price control, laying a
foundation of strong
intellectual property.
Patents Production Partnership Expansion
Company History
Acquisition
Tullett Prebon
acquires Unified
Energy – Unified
brand remains

3. Unified Energy Services
History
• More than 150 years of combined financial, wholesale, retail, and supply side energy experience
• International leader in power purchasing and negotiations
• Specialize in price discovery and timely market assessments simplifying the purchase and management
of energy.
• Navigate complex energy markets and buying energy more cost effectively
• Holistic approach to energy procurement, demand side management, demand response and facility
management
Unified Energy is acquired by Tullett Prebon
• Tullett Prebon, rated #1 interdealer commodities broker in the world, rated #1 in 25 commodity categories
in 2012, and rated #1 in Electricity Products for 2012
http://www.tullettprebon.com/products/prod_energy.aspx
• Tullett Prebon is a public company based out of the U.K. with annual revenue in excess of 1 Billion
Dollars. Here is a link to their 2011 Annual Report
www.tullettprebon.com/Announcements/.../2012/RA20120731.pdf

4. International Capabilities of Tullett Prebon

5. Holistic Energy Management
Unified Energy Services
Commodity
Demand
Response
Energy
Efficiency
Asset
Management

6. Commodity Procurement
Leveraging the Portfolio of Unified Energy

7. More than 75 Suppliers

8. Unified Energy Services-Customers

9. Proprietary Demand Response
Shaping Retail to take Advantage of Wholesale
Index Mitigation and Long Position Creation

10. Proprietary Demand Response
The following green and yellow “blocks” above represent the wholesale allocations associated with a daily load
profile of a University. Wholesale markets transact in whole megawatts of power in amounts of 7x24 (first
number days; second number hours), 5x16, 7x8 and 2x16. If you are on a fixed price product, the retail energy
provider buys these blocks for both your load as well as their entire portfolio. You can also buy these blocks on
your own in a take-or-pay product. The gray area above shows either what is not hedged, or what reductions
can be made to create the long position for the supplier.
By implementing the strategy above, we create a voluntary program that you control. Decisions are made based
upon specific monetary decisions. Because the program is not ISO based, you cannot be penalized or removed
for underperformance or otherwise incorrectly participating. Additionally, there are no base-lines that have to be
proven to a third-party, rather we show the hedged load versus the curtailed load and settle based on index
prices. You receive 100 percent of the reduction in consumption as a further cost reduction.
In order to best determine options for curtailments, our team will meet with the applicable facility management
staffs and do due diligence on how the systems and infrastructure integrate. Then round-table with your staff to
discuss the options we have found and more importantly which options we may have missed. Opposed to other
companies in the demand response space, we know that your team understands your assets better than we do
as well as what they can and cannot afford. We encourage their input every step of the way.

11. Load Profile

12. Buying Blocks

13. Buying Blocks

14. Load Shaping

15. Demand Response Event
Index Mitigation
Curtail at high index prices and receive share of transparent value
Creates value that is a multiple of capacity option payments
Customized to customer ability to curtail and to turn retail product into wholesale value

16. Unified Energy Services
Proprietary Demand Response
• Voluntary economic demand response program embedded into the commodity procurement agreement
• Day ahead notice, *No penalties or time limitations* No obligations to curtail
• Shared compensation programs that work to create long positions for REPs
• Much larger returns than restrictive ISO Programs
• Take advantage of the commodity markets when prudent for BAIN, not just for the grid
Depending on the selected retail energy provider and the contract put into place, we will create a voluntary program
where defined curtailment amounts create transparent, market based compensation back to Bain. Effectively, we
create a no-risk long position for the retail energy provider that can be sold back into the index market. The
following is a diagram of what we are proposing:
Yellow: Index prices
Blue: Hedged load from LSE*
Green: New consumption line
Gray: Value from selling into Index
* Load Scheduling Entity

17. Financial Structuring
Utilizing Wholesale and Retail Market Margins to Monetize Savings

18. Wholesale
Procurement
• EEI and ISDAs brokerage
• Large and small market
makers
• Margins clear within 45
days of contract signing
Immediate dollars
available thru the
wholesale trades
Retail
Procurement
• 75+ suppliers
• Large and small market
makers
• Multiple product
structures and terms
Immediate
savings versus
existing contracts
or tariff
Demand-Side
Project Work
• Lighting retrofits
• Cogen and solar
projects
• ISO and proprietary
demand response
Demand reduction
projects and
carbon footprint
reduction
Wholesale, Retail and Project Work

19. Disbursement of Funding Via Wholesale Trade
LOA
REP
REP
REP
REP
REP
REP
REP
REP
Contract
Executed
Contract
UE
Paid
Wholesale
Margin
Clears in
Full within
45 days of
contract
UE Paid
Monthly by
Winning REP
After
Customer
Pays Bills
1) Assume 7c/kWh existing contract. Market rate at
5c/kWh. Move to 5.5c/kWh instead of 5c/kWh.
2) Assume 200,000 mWh hedge
3) Include $5/mWh in wholesale hedge
4) Transparent contract between Tullett Prebon and
Bain for increased wholesale margin
5) $1,000,000 to Customer within 45 days of contract
execution…interest-free and unamortized
Customer

20. Data Management Systems
Budgeting, Bill Auditing, Trend Analyses and more

21. Energy management is comprehensive,
not singular
Unified Energy
Metering
Technologies
Building
Automation
Systems
Utility
Management
& Analysis
Best
Practices &
Conservation
Energy
Management
Systems

22. Energy Star
Certification
Proactive Cost
Saving Strategies
Best Practice
Conservation
Initiatives
Energy Management
Organization
Monitoring
Historical Data
Comparison
Analysis
Contract
Compliance
Full Bill Auditing
Data Services
Exception
Processing
Advocacy
Competitiveness &
Economic
Development
Renewable
Energy &
Sustainability
Public Energy
Policy
Utility Rate Case
Representation
Spectrum of Unified Energy Services

23. Tracking Your Budget

24. Compare Usage and Demand Information

25. Page 25
Compare Actual versus Billed Demand

26. Compare Usage at Multiple Levels

27. Annual Energy Summary

28. Benchmarking

29. Interval Data Reporting

30. Page 30
Automated Full Bill Auditing
In 3-5% of bills
audited, Unified
finds and resolves
issues which in
return saves the
customer money

31. Page 31
Cost Avoidance and Weather Normalization

32. Page 32
Monitoring Contract Locks and Pricing

33. Additional Premium Services
• Tariff analysis
• Quarterly reviews
• Budgeting
• Energy Star registration and
certification
• Energy bill payment
• Annual review certification
• Historical bill audit
• Energy policy creation
• Sub-metering
• Assessment and audit

34. Unified Energy Data Management Services Results
Natural Gas Midstream Company
• Analysis of tariff & other service options
• Time of Use tariff savings of $28,000+ per year
Major hospital system
• Savings of almost $1M from bill auditing in first year
Large corporation
• Refund of $350,000 from bill auditing the first year
Oil Producer
• Integrated bill processing with internal accounting system
• Saved 18% due to tariff analysis and correction of invoice calculations
• $75,000 Refund due to incorrect metering found
Retail Store chain – 14% Savings w/tariff analysis
• Identified Peak Shaving Strategy
• Recommended Tariff Schedule Change

35. Commodity Procurement
Consistent and verifiable
market settlements
National footprint for
market participation
Low hurdles for entry into
demand response
Fast installations and
market participation
Demand Response
The ability to shape retail
load to match wholesale
supply
Mitigates risk associated
with index markets
Moves beyond energy
conservation to
synchronize energy use
with market prices &
events
Energy Structuring
Conclusion
Unified’s national footprint
for electricity and natural
gas
Immediate opportunities
for year over year savings
and managed planning
In-depth knowledge of
markets leads to better
pricing and overall
decision making

36. Thank you for your time and
hospitality.
Do You Have
Any Questions?