Which site, which upgrade, which year
We plan five years of upgrades, site by site, around equipment life.
- Length
- 10 to 12 weeks
- Price, indicative
- From $14,000 for up to 40 sites
Capital plans usually follow whatever breaks first. This one starts from the year each boiler, rooftop unit and water heater reaches end of life, and ends in a dated schedule a board can approve.
From equipment list to board summary
- Weeks 1 to 2
Gather the record
Bills or a Peg Baseline, equipment lists with install years, benchmarking scores and open capital requests.
- Weeks 3 to 5
Walk the sites
Nameplates, age and condition logged. Front Range sites in person; others by video with your facilities team.
- Weeks 5 to 7
Match upgrades to sites
Options per site, with the rate and demand effect of electrifying heat or hot water.
- Weeks 8 to 9
Sequence five years
Each upgrade placed in a year by end of life, benchmarking dates and budget limits.
- Weeks 10 to 12
Board-ready summary
A summary for the board, the working plan for facilities, and a 90-minute readout with both.
What lands on your desk
- Who it is for
- Up to 40 sites, five-year horizon
- Format
- Advisor-led, site walk-throughs on the Front Range, a board-ready summary
- A five-year schedule: each site, each upgrade, the year it happens and why
- An equipment register with install year, expected end of life and condition notes
- The rate and demand effect of each electrification step, checked against the current tariff
- Planning-level cost ranges, to be confirmed by licensed engineers and contractors
- A board-ready summary of about six pages, with the plan year by year
- A list of design work to refer to licensed engineers, site by site
Where this program fits
A fit when
- Equipment at several sites nears end of life and the budget cannot replace it all at once
- Your buildings face Energize Denver or Building Performance Colorado targets
- The board has asked for a plan with years and dollars on it
- You are weighing heat pumps and want the demand charge effect first
Not a fit when
- You need mechanical design or stamped drawings; those come from licensed engineers
- You have one building; a Demand Charge Plan or an engineer’s audit fits better
Example: a medical office owner with 34 buildings
A medical office owner holds 34 buildings from Fort Collins to Colorado Springs, with four boilers and 11 rooftop units due within five years. The plan puts the boilers at the two Denver buildings with the earliest benchmarking targets first, shows heat pumps would raise one building’s winter peak and demand charge, and refers design to licensed engineers.
Questions about Portfolio Energy Plan
Do you design the upgrades?
No. We set the sequence and timing and check the rate, demand and benchmarking effects. Equipment selection, sizing and drawings come from licensed engineers and contractors. The plan lists the design work each site needs, so engineers start from the load data, the equipment register and the year each project is due.
How do you estimate costs?
As planning-level ranges, drawn from contractor quotes you already hold and published cost references, and labeled as estimates. They are good enough to sequence five years and set a budget, not to sign a contract. Each range is replaced by an engineer’s or contractor’s estimate before the project is bid.
Why does electrification affect the demand charge?
Moving heat or hot water from gas to electric adds electric load, often in the coldest hours, and on a schedule with a demand charge the highest interval sets that charge. The plan shows each site’s likely new winter peak against the current tariff, so a heat pump project arrives with its bill effect known.
Can the plan change after the board approves it?
Yes, and it should when the facts change. If equipment fails early, a site is sold or a target moves, the plan is updated with a written reason, the same way a baseline moves. Pairing the plan with Bill Desk lets each year’s actual costs test its assumptions.
Start with three bills
A 30-minute call, or three recent bills, tells us whether Portfolio Energy Plan fits your sites.