Managed Services
Choose it like a service. Get outcomes like a partner.
Managed Services is a dedicated, ongoing engagement. If the data can’t figure it out, our team will. We connect your systems, analyze continuously, and work the actions to closure with your staff and vendors. With direct BAS connectors, most sites connect in days, not weeks, so value starts fast.
What You Get When You Choose Managed Services
A single accountable team (System Integrator + Engineer) responsible for insights, decisions, and follow‑through.
Normalized, connected data set up once, mapped, tagged, and maintained for reliable analytics.
Continuous analysis to surface faults, energy drifts, IAQ and comfort risks across sites.
A living, prioritized action list with owners, due dates, and expected impact, ready for your CMMS.
Engineering investigation when data isn’t enough, trend reviews, sequence checks, and on‑site validation as needed.
ENERGY STAR® benchmarking & certification support folded into portfolio reporting.
Commissioning/retro‑commissioning (Cx/RCx) support, analytics‑targeted fixes validated with functional testing and sequence updates.
Utility bill analysis & incentives, catch anomalies early and capture rebates.
Reporting that lands, technician worklists and executive snapshots tracking comfort, IAQ, savings, carbon, and compliance.
Included Capabilities
Systems integration, data normalization, and tagging
ENERGY STAR® benchmarking & submissions
Utility bill analysis, anomaly detection, and rebate documentation
Fault detection & diagnostics; portfolio health monitoring
Cx/RCx planning, functional testing support, and sequence updates
Outcome reporting (comfort, IAQ, savings, carbon)
Action creation, prioritization, and CMMS handoff
Engineering fixes & ECM development
Kickoff & connect
Integrate systems, map and tag points, and enable analytics.
Baseline review
Share initial findings and a prioritized action plan aligned to your goals and budget.
Regular working sessions
At your cadence, we review new insights, remove blockers, close actions, and tune systems.
Quarterly/annual rollups
Health, potential savings, sustainability goals, utility rebates, IAQ/comfort KPIs, and ENERGY STAR progress.
How We Work
Outcomes We Target
Healthier indoor environments with compliance‑ready IAQ practices.
Improved ENERGY STAR scores and successful certifications.
Fewer comfort complaints and faster resolution.
Portfolio consistency, standards, and shared learnings that scale fixes across sites.
Lower energy spend with verified, M&V‑ready savings.
Optimized
Operational Equipment
The Team You Get
System Integrator
Connects systems; ensures data quality, tagging, and reliable analytics.
Engineer
Interprets insights, prioritizes actions, engages stakeholders, and validates fixes.
Engineer strengths baked into the service
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Integration resource when needed, closing gaps between controls, data models, and the field.
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Versatile across engineering tasks: controls tuning, sequence reviews, mapping sanity checks, root‑cause analysis, ECMs.
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Rebates & incentives: identify opportunities and prepare documentation.
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Big‑picture strategy aligned to comfort, IAQ, resilience, decarbonization, and budget.
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Fine details & energy management: meticulous setpoints, schedules, and M&V discipline to lock in savings.
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Customer relations: proactive communication, clear leadership summaries, collaboration with O&M and vendors.
Credentials
Delivered by CEMs and PEs; AEE corporate member. We do not perform ASHRAE audits. If you or a partner are performing an audit, our team can provide supporting materials, data extracts, trend logs, equipment inventories, and findings summaries, to streamline your effort.
FAQ - Managed Services
Do you only do weekly meetings?
No, cadence is flexible. We match your team’s bandwidth and portfolio priorities.
Do you perform ASHRAE audits?
No. We don’t perform ASHRAE Level 1/2/3 audits. If you or your partner are running one, we’ll supply the data, trend logs, equipment lists, and summaries needed to make it go faster.
Do you come on site?
Field diagnostics are optional and used when they accelerate resolution or validation.
Who’s on my delivery team?
You get a System Integrator and an Engineer working in tandem.
What does the System Integrator do?
Connects your systems and ensures data quality, tagging consistency, and reliable analytics.
What does the Engineer do?
Interprets insights, prioritizes actions, engages stakeholders, and validates fixes in the field.
What engineering strengths are included?
Acts as an integration resource to close gaps between controls, data models, and field conditions
Versatile support: controls tuning, sequence reviews, mapping sanity checks, root-cause analysis, ECMs
Rebate & incentive support: identifies opportunities and prepares documentation
Do you help with strategy and day-to-day execution?
Yes. We align big-picture strategy to comfort, IAQ, resilience, decarbonization, and budget, and we handle fine details like setpoints, schedules, and M&V discipline to lock in savings.
How do you communicate progress?
Proactive updates, clear leadership summaries, and coordination with OEMs and vendors to keep everyone aligned.
What credentials does the team hold?
Services are delivered by CEMs and PEs. We’re also an AEE Corporate Member.
Can you support third-party audits?
Absolutely. If you or a partner are performing an audit, we provide supporting materials—data extracts, trend logs, equipment inventories, and findings summaries—to streamline the effort.