Creating an offer request
Buying process starts with creating an offer request for Buyer's energy project.
Creating user account
Buyer first creates a user account by clicking register button on the marketplace website. If you represent a Buyer with many properties under management, you can create and manage several customer accounts under one user account. Creating an offer request is FREE for Buyers, but you still need to activate the subscription for each customer account you create under your user account.
Creating customer account
In order the create an Offer Request, you need a customer account. This is done when logged into the AEM-service with your user account. When creating a user account, you select what type of Buyer you are and give the basic information on your property. Each customer account is tied to a specific property.
Once you have a Buyer customer account you can create an offer request using our ready Offer Request templates. Getting started takes only a few minutes. We estimate that the duration from starting to draft an offer request to having received qualified offers and having signed a contract takes about 0.5-1 months.
Customer account can be created by a party that has the right to represent the property. You can invite additional people to your customer account for no additional cost. For example a housing company can invite members of the housing company board and the property maintenance manager to the customer account.
Offer request creation
To be able to submit an Offer Request, you need to activate FREE Buyer subscription. You can activate your FREE Buyer subscription from the drop down menu that opens when you click the the little arrow next to your user name when logged in the service. The offer request is created using an offer request template. The template will prompt the Buyer to add building specific information such as current energy usage and project location. You can also include attachments in your Offer Request. Examples of currently available offer request templates:
- Energy efficiency (general survey, energy survey, energy efficiency investment and cost optimization)
- Solar PV (Planning study, implementation)
- Exhaust Air Heat recovery (pre-study, project consultant, heat recovery implementation)
- Ground heat (pre-study, project consultant, ground heat implementation)
- Air-water heat pump solution (pre-study, implementation)
- Heating general (heat network rebalancing planning, heat network rebalancing implementation, heating solution comparison study)
- EV related (EV charging station planning and implementation)
- Ventilation related (ventilation measurement and adjustment)
- Outdoor lighting (planning and implementation)
- Agreements, grants and certificates (agreement legal check-up, energy certificate, ARA grant calculation consultant)
Based on the data submitted by the Buyer, Action Energy Market -platform automatically generates the offer request documentation and a project page. The offer request is published on the Marketplace when the Buyer approves the project page and documentation to be ready and correctly describing the energy project. Providers registered on AEM will automatically receive an email about a new Offer Request that fits their profile.
The service also offers a possibility to submit a Solution Bank -offer request where the offer request is sent directly to a Service Provider with a specific offering. Solution Bank offer request cannot be bid on by other Providers.
Invite others to the customer account
Many energy project offer requests have a need to include building historic energy data or other specific information. To make the offer request creation easier, persons possessing this data, such as the property maintenance manager, can be invited to the customer account. The email invite to the person wished to join the project and to fill in the needed data is sent via the AEM platform. You can find the Invite others button from the Organisation page. You get to the Organisation page by clicking the arrow next to your user name when logged in the service.
Property manager as AEM -platform user
Property manager can take AEM -service into use in order to manage energy projects on behalf of the properties it manages. Several customer accounts of different properties can be created under one user account. To be able to submit an offer request, you need to activate a FREE Buyer subscription. Under the property's customer account the property manager can invite property representatives to share access to offer requests and offers received.
AEM -platform allows for the property manager and property owner / housing company board to work together on the offer request. The parties can also use the platform to message to each other to discuss about the offers. Each user receives a notification of a new message in the platform to his / her email account.
Offer Request publication
Once the Offer Request has been published on the marketplace, there is a two-week time window that Providers can use to submit additional questions about the project. For simpler consulting Offer Request the Q&A time window is not used. The questions and answers are posted on the project page to help all Providers to understand the Buyer's project need better. After the Q&A period the offer period starts. The received offers can be viewed and compared on the Buyer's customer account.