FLEXmarket makes it easy!In a FLEXmarket you get paid for the metered grid impact you deliver, which means we don't have to use complicated approaches to estimate your energy savings beforehand, pick from a limited list of approved measures, or micromanage your business model.
You know your business and customers better than we do. By stripping out the complexity you find elsewhere, we allow you to focus on those customers and the savings you deliver instead of administrative overhead. |
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You bring the projects, we measure the savings, you get paid.
Project Enrollment Process
Commercial Project Enrollment
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Step 1. Prospecting
Want to see if a customer is eligible? Would finding the right customers to prioritize based on your company's skillset be a better place to start than cold calling?
Each FLEXmarket will have custom tools for you to use. The Customer Data Sufficiency and Eligibility Tool will tell you if we can enroll that customer. You can also request a Targeting List based on customers whose load profiles would drive the most grid value as based on your business model. |
Step 2. Enroll Project
Once you have confirmed your customer's eligibility, enroll your customer using the Project Enrollment Form for that particular FLEXmarket. Please note, this will include Project Information, as well as Customer Data Access Authorization, and Scope of Work.
Your project will be reviewed and if approved, a Project Reservation Letter will be issued, indicating the incentive amount reserved from the program budget for your project's performance. After submission, a third-party engineering review may be conducted to give assurance your expected savings are reasonable. See the respective Measurement & Verification Plan for the Engineering Review Thresholds. |
Step 3. Complete Project
After your project is enrolled and you have a Project Reservation Letter, your next step is to complete your project.
Once your project is complete, you will fill out Project Completion and Start Tracking forms. This step will capture final project information to cover any changes in scope that may have occurred. Please note that you will need to submit the final invoice as sent to the customer. Once reviewed and deemed complete, a Project Completion Confirmation Letter will be issues and your project will enter your tracking portfolio. |
Residential Project Enrollment
Step 1. ProspectingWant to see if a customer is eligible? Would finding the right customers to prioritize based on your company's skillset be a better place to start than cold calling?
Each FLEXmarket will have custom tools for you to use. The Customer Data Sufficiency and Eligibility Tool will tell you if we can enroll that customer. You can also request a Targeting List based on customers whose load profiles would drive the most grid value as based on your business model. |
Step 2. Complete ProjectOnce you have confirmed your customer's eligibility, use the respective FLEXmarket's Project Value Estimation Tool to determine the estimated incentive amount.
If you complete a project for a customer that is not eligible for the program, no incentive will be issued. You are free complete projects for eligible residential customers without reservation. |
Step 3. Enroll ProjectOnce your project is complete, you will fill out Project Submission and Start Tracking forms.
Please note, this will include Project Information, Customer Data Access Authorization, Scope of Work, and a final Project Invoice. Once reviewed and deemed complete, a Project Completion and Reservation Letter will be issues and your project will enter your tracking portfolio. |
Schedule a meeting with one of our specialists to learn how you can keep moving right now.
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We Keep Data Requirements to a Minimum
To enroll a project, submissions will need to include some fairly basic information about you (the aggregator), the customer, and the project. Below is a list of the minimum requirements for the Project Enrollment Process.
Aggregator Information
Customer Information
Project Information
Required Documentation
- Company Name
- Primary Contact Name, Email, and Phone Number
Customer Information
- Customer Name, Email, and Phone Number
- Customer Street Address, City, State, and Zip Code
Project Information
- Unique Identifier for the Utility Meter for both Electric and Gas (this is typically the Service Agreement ID (SAID))
- Annual Predicted Savings for both Electric and Gas
- Project Costs broken out by Electric and Gas interventions
- Total Project Cost (Total cost of a project without customer incentives deducted)
- Total Customer Cost (out of pocket costs for a customer i.e. customer incentives deducted)
- Project Start and Completion Dates
- Primary Measure Type
- Secondary Measure Type (if applicable)
Required Documentation
- Customer Data Authorization Form
- Scope of Work
- Final Invoice
- Photos of Installed Measures (Upon Completion Only)
