Multi-location and portfolio procurement

The characteristic portfolio failure

It is often not a bad rate. It is that contracts were signed at different times by different people, so expiry dates are scattered across the calendar and the portfolio never has enough combined volume at any single moment to be worth a supplier competing for.

Fixing the dates is worth more than fixing any one rate, and it compounds — once aligned, every subsequent renewal is a portfolio event rather than eight separate small ones.

Sequence

1. Inventory. Every meter, every account of record, every contract, every expiry date. This can surface meters nobody knew were still being paid for.
2. Calendar. All expiry dates on one view with decision windows marked.
3. Alignment. Identify which contracts can be moved toward a common date, and what that costs.
4. Aggregation. Where the market and the utility structure allow, present combined volume.
5. Allocation. For landlords, check that recovery against tenants matches the lease and the actual consumption.
6. Reporting. Portfolio-level cost per square foot, per site and per meter, tracked over time.

What an inventory can find

Meters still in the company name at a site that was vacated. Two sites on the same street in different utility territories. A contract that auto-renewed three years ago. House meters on a rate schedule chosen for a different building. None of these is exotic, and none of them shows up in a rate comparison.

Why the inventory comes before the pricing

A portfolio cannot be priced until it is known. Suppliers bid on load, and a load packet assembled from a partial meter list prices a portfolio that does not exist. Worse, the meters most likely to be missing are the anomalous ones — the house meter, the vacated site, the odd territory — which are exactly the accounts carrying the recoverable cost.

So the sequence is deliberate. Inventory, then calendar, then alignment, then competition. Reversing it produces a fast answer to the wrong question.

Start a portfolio review

Send what you have, however incomplete. A partial meter list is a normal starting point, and the gaps are usually part of the finding.

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