At minimum, you need a recent utility bill, interval data access details, and a clear map of which meters belong to which sites. Those items let you confirm scope, identify peak exposure, and verify results in a way finance can review.
A useful starter set includes:
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Utility bills and supplier invoices for sites under review.
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Meter identifiers tied to each physical location.
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Interval data access details, or the path to obtain it.
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Site schedules, staffing coverage, and operational constraints.
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Protected-load notes tied to safety, quality, comfort, and uptime.
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Names of the operations approver and finance reviewer.
Meter mapping is often the early win. It prevents wasted effort and keeps reporting clean. Interval data supports both peak driver identification and post-window verification for the same time window when actions were taken.
A program also needs a review cadence. If verification happens only at month-end, drift is harder to fix. A shorter review cycle helps keep the checklist useful and keeps roles clear.
Rodan uses intake information to produce a decision package: which sites are candidates, what actions are realistic, what stop points apply, and how the program will be reviewed. Demand response fit is screened only where eligibility exists and where site limits support verified performance.