Are electronic signatures valid?

Yes. Electronic signatures are legally enforceable under the federal ESIGN Act (15 U.S.C. ch. 96) and in most states under UETA (1999). Ensure intent, consent, attribution, and retention are documented to meet the legal validity test.

Do I need a notary for the form?

Most energy management forms do not require notarization. Check program rules or contractual terms; if a notary is required, use in-person or RON where permitted by state law and the program.

What file formats should I use?

Use PDF for final signed records and PDF or DOCX for drafts. PDFs preserve layout and are widely accepted by utilities and regulators for audit purposes.

How do I correct a submitted form?

If edits are needed after signature, execute a corrected form or amendment signed by all required parties and reference the original document for audit continuity.

Can I rely on an image signature?

An uploaded signature image may be acceptable if the platform captures a complete audit trail (timestamp, signer attribution, IP). For higher-assurance workflows, use stronger authentication or PKI-based signatures.

Which eSignature plan fits high volume?

For high-volume needs, consider a usage-based or site license option that scales per signature invite. Evaluate features like bulk send, API access, and advanced authentication for enterprise workflows.

Electronic Signature
Templates
Miscellaneous
Energy Management Form

Energy Management Form

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

ENERGY MANAGEMENT SERVICES AGREEMENT

This Energy Management Services Agreement (the Agreement) is entered into as of by and between:

Service Provider Name: Service Provider Address: Client Name: Client Address:

RECITALS

WHEREAS, Service Provider is engaged in the business of providing energy management, measurement, verification and efficiency improvement services; and

WHEREAS, Client owns or operates the facilities described below and desires to retain Service Provider to provide energy management services under the terms and conditions set forth in this Agreement; and

WHEREAS, the parties intend that the services to be provided will reduce energy consumption and operating cost subject to the terms, performance measures and payment provisions contained herein.

PROJECT IDENTIFICATION

Facility / Site Name: Facility Address:

SCOPE OF WORK

Service Provider shall perform the energy management services described below. The parties agree that the Scope of Work defines deliverables, milestones and acceptance criteria. Changes to the Scope of Work require prior written approval from both parties.

Detailed Scope of Work (describe tasks, deliverables, milestones): Typical Services (check all that apply):

Energy audit and baseline analysis Metering, monitoring and data logging Retrofit project management and oversight Measurement & Verification (M&V) and performance reporting Continuous optimization and operational support

BASELINE, METRICS AND REPORTING

Baseline period start: baseline period end: .

Baseline Annual Energy (kWh): Performance Metric and Target: Reporting Frequency:

PAYMENT TERMS

Client shall pay Service Provider the fees set forth below in consideration for the services rendered under this Agreement. All amounts are payable in United States dollars unless otherwise specified.

Total Contract Value: Payment Schedule (milestones, amounts, due dates): Late Payment Fee:

Invoices are due in accordance with the payment schedule. Disputed amounts must be notified in writing within 15 days of invoice receipt. Undisputed amounts not paid when due shall accrue the late fee specified above and Service Provider may suspend services following 30 days of nonpayment after written notice.

TERM AND TERMINATION

The term of this Agreement shall commence on and shall continue until unless earlier terminated in accordance with this Agreement.

Termination Notice Period (days):

Either party may terminate this Agreement for material breach by the other party if the breaching party fails to cure the breach within the notice period set forth above. Termination shall not relieve Client of its obligation to pay for services performed and expenses incurred up to the effective date of termination. Any termination for convenience by Client shall require payment of reasonable wind-down costs and any non-cancellable commitments incurred by Service Provider.

CONFIDENTIALITY

Each party acknowledges that in connection with this Agreement it may receive or have access to Confidential Information of the other party. Confidential Information includes non-public business, technical and financial information, energy usage data, building plans and trade secrets. Each party shall (i) hold Confidential Information in strict confidence, (ii) use it only for performance of this Agreement, and (iii) not disclose it to third parties except to its employees, advisors or subcontractors on a need-to-know basis who are bound by confidentiality obligations no less protective than those herein. Confidentiality obligations shall survive termination of this Agreement for a period of five years, except that trade secrets shall remain protected for as long as they qualify as trade secrets under applicable law.

LIMITATION OF LIABILITY

Except for willful misconduct or gross negligence, neither party shall be liable to the other for indirect, incidental, consequential or punitive damages, including lost profits. Service Provider's aggregate liability for claims arising out of or relating to this Agreement shall not exceed the total fees paid by Client to Service Provider under this Agreement during the twelve months preceding the claim.

GOVERNING LAW; DISPUTE RESOLUTION

This Agreement shall be governed by and construed in accordance with the laws of the state specified below without regard to conflict of laws principles. The parties shall attempt in good faith to resolve any dispute arising out of this Agreement through negotiation. If negotiation fails, the parties agree to submit the dispute to binding arbitration administered in the governing state, except that either party may seek injunctive relief in a court of competent jurisdiction to protect its Confidential Information or intellectual property.

Governing State:

ENTIRE AGREEMENT

This Agreement, including any Scope of Work, exhibits and written amendments signed by both parties, constitutes the entire agreement between the parties concerning the subject matter hereof and supersedes all prior agreements, understandings and communications, whether written or oral. No amendment or waiver shall be effective unless in writing and signed by authorized representatives of both parties.

ADDITIONAL PROVISIONS

Service Provider may engage subcontractors to perform work under this Agreement provided Service Provider remains responsible for the performance of such subcontractors. Client shall provide reasonable access to facilities, records and personnel as necessary for Service Provider to perform its obligations.

Special Instructions or Additional Terms:

Service Provider:

By:

Date:

Client:

By:

Date:

What the Energy Management Form Is and when it's used

An Energy Management Form documents energy-related data, actions, and authorizations for a facility, building portfolio, or project. Typical uses include energy audits, efficiency retrofits, utility rebate applications, meter and submeter installations, and ongoing consumption tracking. The form records baseline measurements, recommended measures, responsible parties, implementation dates, and approval signatures to create a clear, auditable record for operations and incentives.

Why a structured Energy Management Form matters

A clear Energy Management Form standardizes data collection, supports rebate and compliance processes, and documents approvals for operational and financial review. It reduces ambiguity between stakeholders and creates an auditable trail for internal control, grant applications, and performance tracking.

Typical users and contributors

The Energy Management Form is completed and used by multiple roles across operations and administration.

Facility managers and energy coordinators who collect consumption data and coordinate measures.
Energy auditors and consultants who record baseline measurements and recommended actions.
Finance or procurement staff who review costs, incentives, and approval for funding.

Use clear role assignments on the form to avoid delays and ensure each item has an accountable owner.

Authorized signers and typical approvers

Facility Manager

Primary contact for operations and verification. Responsible for entering meter readings, confirming scope completion, and attesting to operational accuracy. Often the main signer for routine energy work orders and performance reports.

Authorized Signatory

Senior financial or organizational officer (procurement, CFO, or director) who approves budgets, incentive claims, or binding commitments. Their signature confirms financial authorization and acceptance of obligations.

Core sections of a professional Energy Management Form

A complete form organizes project data, technical measures, costs, approvals, and supplementary attachments so reviewers can validate eligibility and outcomes quickly.

Project Summary

One-paragraph project overview including facility name, address, project scope, primary contact, and the intended energy outcome or target metric to be achieved.

Baseline Data

Detailed meter and usage history, measurement periods, and units used. Include meter IDs and the source of each data point for traceability during audits.

Recommended Measures

List of proposed improvements with technical descriptions, estimated savings (kWh/therms), implementation timeline, and responsible party for each item.

Cost & Incentives

Line-item costs, available utility or government incentives, net cost to the organization, and expected payback period or internal rate of return.

Approval & Signatures

Designated signature blocks with printed name, title, date, and a place for electronic signature metadata to ensure authoritativeness and traceability.

Attachments

Supporting files such as vendor quotes, equipment specifications, meter read export files, photos, and any required program application forms.

Essential fields to include

Facility Name: Exact legal name

Location: Street, city, state, ZIP

Meter IDs: Utility meter identifiers

Measurement Period: Start and end dates

Estimated Savings: kWh or therms value

Authorized Signer: Name, title, date

Step-by-step: completing the Energy Management Form

Follow these steps in order to ensure data integrity and reduce processing time for incentives or internal approvals.

01

Gather data: Collect meter reads, invoices, and vendor quotes.
02

Fill baseline: Enter historical usage and meter IDs accurately.
03

List measures: Describe each technical action and expected savings.
04

Obtain approvals: Collect required signatures and supporting attachments.

How to set up an online form workflow

Configure routing and authentication so the right people receive and sign each section in the correct order.

Field	Configuration
Signer Order	Sequential routing by role or department
Authentication	Email link with optional SMS code
Required Attachments	Specify file types and size limits
Notifications	Email reminders and escalation rules

Where to submit or send the completed form

Route the signed form according to the recipient requirements for incentives, internal review, or regulatory reporting.

Utility Program: Upload to utility or rebate portal per instructions.
Internal Records: Store in facilities or finance document repository.
Vendor: Send to contractor for implementation scheduling.
Compliance File: Retain copy for audits and future inspections.

Digital signing, integrations, and file formats

Use an eSignature platform that supports common document formats and your existing systems to minimize manual handling.

Formats: PDF, DOCX, XLSX
Integrations: Salesforce, NetSuite, Google Workspace
Authentication: Email, SMS, KBA options

Configure the platform to capture an audit trail with signer attribution, timestamps, and attachments so signed forms are admissible and auditable.

Typical timelines and processing expectations

Timelines vary by program and organization; define expected review windows and external submission deadlines on each form.

Internal Review Window:

Allow 7–14 business days for technical and financial review.

Vendor Scheduling:

Contractor availability may add 2–8 weeks before implementation.

Utility Rebate Submission:

Deadlines vary by program — check utility terms.

Measurement Period:

Baseline and post-installation periods often span 12 months.

Record Request Response:

Provide documents within 10–30 days for audits.

Common mistakes that delay processing

Entering inconsistent facility names or account numbers causes utility portal rejections and audit discrepancies, delaying rebate processing.
Using incorrect meter IDs or mixing units (kWh vs therms) prevents accurate baseline comparisons and can void savings calculations.
Failing to attach vendor quotes, invoices, or equipment specifications often delays approvals and triggers additional document requests.
Missing or unsigned approval blocks lead to administrative rejection; ensure each designated signer completes the correct signature field.

Risks and potential consequences of errors

Lost Incentives: Failure to meet program requirements

Audit Findings: Disallowance of claimed savings

Contract Breach: Supplier or funding agreement penalties

Safety Exposure: Incorrect installations increase hazard risk

Data Integrity: Inaccurate metrics impair decision-making

Regulatory Noncompliance: Potential fines or remediation orders

Typical eSignature pricing and capability comparison

Compare starting prices and key features when choosing an eSignature provider for Energy Management Forms. SignNow appears first for reference to capability and cost.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Trial	7-day free trial, no credit card	Varies by plan	Varies by plan	Varies by plan	Varies by plan
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No
Envelope Cap	No cap	100 envelopes/user/year	Varies by plan	Varies by plan	Varies by plan

Real-world examples of Energy Management Forms in use

These short examples show how organizations use structured forms to accelerate approvals and keep clear records.

Martin Properties

Tim Martin used online forms to close site-level retrofit approvals faster and reduce in-person signings.

The process centralized approvals and attachments.
As a result, Martin Properties streamlined vendor onboarding, maintained complete audit trails for each project, and reduced administrative delays for rebate submissions.

Optica Ventures

Optica Ventures standardized energy intake across its portfolio to ensure consistent metrics and signatures.

Standardization improved comparability across sites.
The company now produces repeatable reports that support lifecycle planning, make rebate applications faster, and improve measurement confidence during audits.

Frequently asked questions about using the Energy Management Form

Answers to common questions about validity, digital signatures, file formats, and corrections when completing the Energy Management Form.

Need help? Contact support

Are electronic signatures valid?
Yes. Electronic signatures are legally enforceable under the federal ESIGN Act (15 U.S.C. ch. 96) and in most states under UETA (1999). Ensure intent, consent, attribution, and retention are documented to meet the legal validity test.
Do I need a notary for the form?
Most energy management forms do not require notarization. Check program rules or contractual terms; if a notary is required, use in-person or RON where permitted by state law and the program.
What file formats should I use?
Use PDF for final signed records and PDF or DOCX for drafts. PDFs preserve layout and are widely accepted by utilities and regulators for audit purposes.
How do I correct a submitted form?
If edits are needed after signature, execute a corrected form or amendment signed by all required parties and reference the original document for audit continuity.
Can I rely on an image signature?
An uploaded signature image may be acceptable if the platform captures a complete audit trail (timestamp, signer attribution, IP). For higher-assurance workflows, use stronger authentication or PKI-based signatures.
Which eSignature plan fits high volume?
For high-volume needs, consider a usage-based or site license option that scales per signature invite. Evaluate features like bulk send, API access, and advanced authentication for enterprise workflows.

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