Our 5-Step Process

From audit to verified savings — we handle every step.

A proven, repeatable process refined across hundreds of commercial retrofits. You get the savings; we manage the complexity, paperwork, utilities, and crews.

Typical 6–10 week timeline
100% turnkey execution
Engineers reviewing energy upgrade blueprints at a commercial site
The Journey

Every retrofit, the same disciplined path

  1. Step 01

    Facility Audit

    Week 1

    We walk your facility, inventory every fixture and HVAC asset, and pull 12 months of utility data to model baseline consumption.

    • On-site lighting & HVAC audit
    • Utility bill analysis
    • Photometric & load measurements
  2. Step 02

    Design & Proposal

    Week 2

    Engineering designs the optimal retrofit, models savings, and packages a transparent proposal with ROI, rebates, and financing options.

    • Custom equipment specs
    • Savings & payback model
    • Rebate & incentive modeling
  3. Step 03

    Utility Approvals

    Week 3–4

    We file every rebate application, pre-inspection request, and incentive enrollment on your behalf — no paperwork for you.

    • Rebate pre-approval filings
    • Utility pre-inspections
    • Financing setup (if elected)
  4. Step 04

    Turnkey Installation

    Week 4–8

    Licensed crews perform the retrofit on your schedule — nights, weekends, or floor-by-floor — with full clean-up and recycling.

    • Licensed installation crews
    • Old equipment recycling
    • Zero operational disruption
  5. Step 05

    Verification & Reporting

    Week 8+

    We complete post-installation inspections, file all final rebate paperwork, and deliver measured savings reports for your records.

    • Post-install inspection
    • Final rebate disbursement
    • Measured savings report
Division of Work

We do 95% of the work. You do the easy part.

SDM Energy handles

  • Site audits & engineering design
  • Utility rebate paperwork
  • Pre- and post-inspections
  • Licensed installation crews
  • Equipment procurement & recycling
  • Financing coordination
  • Measured savings reporting

You handle

  • Sign the proposal
  • Provide site access
  • Approve the install schedule
  • Enjoy lower energy bills
Project Timeline

A typical 8-week engagement

W1
Audit
W2
Design
W3
Approvals
W4
Approvals
W5
Install
W6
Install
W7
Install
W8
Verify

Ready to start at Step 1?

Schedule a facility audit. We'll show you exactly what your savings could look like — no obligation.

Book Your Audit