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 Irelands 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 budgets 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 clients 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 1950s 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