Before switching, verify authority, compare equivalent products and confirm timing. The supply decision should fit the property and its signed obligations.
Confirm eligibility and authority
Identify territory, commodity, customer class and account holder. Check the regulator's supplier information and the utility's process. Confirm who may request data and execute agreements, especially for tenant accounts.
Gather the documents
Collect bills, interval data, existing contracts, notices and account identifiers. Record expiration, notice deadline, holdover terms and early termination costs. Use the actual agreement rather than a standard assumed window.
Compare equivalent costs
Use identical dates, term, load and inclusions. List energy, capacity, transmission, fixed fees and exclusions. Ask about compensation and deposits. A headline rate alone does not establish the cheaper offer.
Review operational fit
Check usage tolerance, expansion, sale, relocation and closure provisions. Evaluate fixed and variable exposure under both lower and higher price cases. Confirm the obligations the owner can accept.
Plan service transition
Confirm enrollment approval, start date, meter-cycle timing and cancellation responsibilities. Avoid overlapping commitments. Supplier changes concern eligible supply; utility delivery and outage responsibilities continue under their applicable arrangement.
Check the first bill
Match supplier, start, use, rate, fees and exclusions with the executed documents. Resolve discrepancies using the evidence file. Keep the prior baseline for a fair comparison.
Maintain a renewal register
Assign ownership of documents and calendar the notice procedure. For portfolios, preserve every meter's terms even if offers were coordinated. Track tenant reimbursement effects separately from supply-cost changes.
Sources and scope
- ENERGY STAR: building benchmarking
- New Jersey BPU: commercial energy shopping and contract questions
- Illinois Power Agency: customer electric choice
Reviewed October 12, 2026. Confirm effective tariffs, program rules and signed terms for the actual account. Hypothetical examples are planning calculations, not current offers or client results.
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