Our 4-Step Process

Vert Energy Group is highly experienced in developing and implementing turn-key energy efficiency and management strategies that provide maximum cost savings, while helping your organization reach it sustainability goals. Generally, this process can be segmented into 4 steps. However, each project is unique and deserving of its own custom strategy that we will help develop at no-cost.

In all phases, Vert Energy Group serves as the Owner’s Technical Representative to ensure the project value is maximized and implemented in the owner’s best interests.

Step 1: Energy Audit or Scoping Study

During the first step, we clearly define the goals and objectives of the project that serve to meet the financial and operational goals of the building. We then conduct an Energy Audit or Scoping Study of the property to identify specific needs and opportunities. The end result is a list of savings and improvement opportunities that includes a detailed financial analysis for each recommendation. Measures can include:

  • Upgrades to major equipment, such as HVAC, lighting and refrigeration;
  • Deferred maintenance and operations scheduling;
  • Equipment replacement or retrofit;
  • Installation and commissioning of new controls;
  • Retrocommissioning existing systems;
  • Sub-metering equipment;
  • And other measures that affect energy, water and operational costs.

This initial phase can include a comprehensive ASHRAE Energy Audit, or more targeted feasibility studies, needs analysis, and modernization planning. Every project is unique and we customize our approach so that the most cost effective and appropriate energy management program is developed, which aligns with the owner’s financial and operational goals.

Step 2: Engineering and Due Diligence

Following the Energy Audit or Scoping Study, we can answer any additional engineering questions, perform any necessary due diligence to verify savings and cost estimates, develop construction budgets, and prepare preliminary engineering designs/schematics. This phase is not always necessary; it depends on the project goals and objectives.

Vert Energy Group provides the building owner with enough information and level of detail to make the most educated decisions. The owner maintains full control over how much time and money is put in this due diligence phase, based on their own requirements.

Step 3: Develop Request for Proposal Package

After the project scope of work is finalized, Vert Energy Group will prepare the Request for Proposal (RFP) package. This can include design/build documents with preliminary scopes of work or complete engineered plans, designs and specifications. It also includes contractor requirements, timelines and project testing and commissioning requirements.

This RFP package is then used to solicit competitive pricing from qualified vendors and installers, in addition to any capital providers if financing is required. Vert Energy Group can make recommendations for contractors, use local talent, or use owner preferred service providers.

Step 4: Construction Management and Commissioning

In the next phase, Vert Energy Group can provide project construction management and technical oversight services to ensure the selected installers properly engineer, install, and test the new equipment and systems in accordance with contract requirements. This may also include commissioning mechanical and control systems when not provided by an installer.

Once the project is fully implemented and commissioned, Vert Energy Group will help establish long-term goals and responsibilities to ensure energy use is properly managed and equipment is maintained. Vert Energy Group will assist in developing an on-going energy management solution and train your staff to perform these functions in-house. This generally includes:

  • On-going commissioning and maintenance of equipment.
  • Tracking and reporting on monthly energy use and other utility bills.
  • Supporting on-going budgets related to energy and O&M capital projects.

For more information or for a free consultation, call us at:


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Energy Management & Building Modernization

Vert Energy Group helps commercial and industrial building operators develop and implement strategies that save energy, upgrade building equipment and increase property value.

See how we can help you.

Our 4-Step Process

1. Energy Efficiency Audit

2. Engineering and Due Diligence

3. Develop Request for Proposal Package

4. Construction Management & Commissioning

Read more about our process.

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