E/CTRM Consultants and Systems Integrators by Commodity Point

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultant and Systems Integrators Sourcebook

E/CTRM Consultants and Systems Integrators November, 2011

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultant and Systems Integrators Sourcebook

Table of Contents Introduction to the CommodityPoint Consultants and Systems Integrators Sourcebook.................4 Important Disclaimer ...................................................................................................................5 How CommodityPoint Can Help Your Selection Process ................................................................7 What Is Commodity Trading, Transaction and Risk Management Software? ..................................8 Front-Office Applications ................................................................................................................ 10 Electronic Trading ......................................................................................................................... 10 Deal Capture ................................................................................................................................. 10 Real-time Trade Capture .............................................................................................................. 11 Trader Analytics ............................................................................................................................ 11 Position Keeping ........................................................................................................................... 11 Scheduling Applications................................................................................................................... 12 Pre-Scheduling and Scheduling .................................................................................................... 12 eTagging & ISO/RTO Interfacing .................................................................................................. 12 Middle-Office Applications .............................................................................................................. 12 Risk Management ......................................................................................................................... 12 Credit Management ..................................................................................................................... 13 Back-Office Applications.................................................................................................................. 14 Contract Management ................................................................................................................. 14 Settlement & Invoicing ................................................................................................................. 14 Hedge Accounting ........................................................................................................................ 14 Other CTRM Functions..................................................................................................................... 14 Requirements Dictated By Assets and Location ............................................................................. 15 Summary .......................................................................................................................................... 15 Service Provider Listings .............................................................................................................17 Accenture ......................................................................................................................................... 18 Aiboo BV........................................................................................................................................... 20 ATOM Solutions LLC ......................................................................................................................... 22 Baringa Partners LLP ........................................................................................................................ 24 Business Integration Partners ......................................................................................................... 26 capSpire, Inc ..................................................................................................................................... 28 CIO Squared ..................................................................................................................................... 30 Contango consulting AS ................................................................................................................... 32 Cronos Information Management Consulting GmbH .................................................................... 34 Deloitte & Touche LLP ..................................................................................................................... 36 Enite ................................................................................................................................................. 38

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultant and Systems Integrators Sourcebook Everis ................................................................................................................................................ 40 Indra Sistemas.................................................................................................................................. 42 KPMG LLP ......................................................................................................................................... 44 MapleRisk......................................................................................................................................... 46 Mercatus Energy Advisors ............................................................................................................... 48 Opportune LLP ................................................................................................................................. 50 Phoenix Financial Risk Management .............................................................................................. 52 Sapient Global Markets ................................................................................................................... 54 Sirius Solutions LLLP......................................................................................................................... 56 The Structure Group ........................................................................................................................ 58 Summa Technology Group Inc. (SummaTG) ................................................................................... 60 SunGard Global Services .................................................................................................................. 62 Wipro Limited .................................................................................................................................. 64 References & Other Useful Resources .........................................................................................66 References ........................................................................................................................................ 66 Useful Resources .............................................................................................................................. 66 About CommodityPoint..............................................................................................................67 About UtiliPoint速 International, Inc. ...........................................................................................68

CommodityPoint, a division of UtiliPoint International Inc.

Consultants and Systems Integrators Sourcebook

Introduction to the CommodityPoint Consultants and Systems Integrators Sourcebook The CommodityPoint Consults and Systems Integrator Sourcebook is designed to be a useful and usable resource to help those seeking information and assistance with CTRM software selection or software implementation services or training services, risk management consulting or custom development services. It is a starting point in that process providing a high-level guide to allow you to select a long list of consultants and/or systems integrators specializing in or experienced with energy and commodity trading risk management (E/CTRM) software. IT is NOT designed to be a replacement for your selection process. We hope the CommodityPoint Consultants and Systems Integrators Sourcebook will allow you to compile a list of Service Providers that may include some you might otherwise not have considered or may even not previously been aware of. In that way, we believe it can make your selection process more complete. We have developed a readily consumable format for each Service Provider’s listing that has summary information about each Consultants and/or Systems Integrator that includes: •

E/CTRM Software Vendor Experience,

•

Contact details,

•

Services and Company information,

•

Representative clients,

•

Geographical and Service distribution of users,

•

Website details.

The product functionality and other information are presented using charts which are easily readable providing information about the Consultant and Systems Integrators functional coverage by commodity. CommodityPoint’s methodology for constructing the Sourcebook was to develop a spreadsheet and questionnaire for each Service Provider. The spreadsheet was completed by the Service Provider in which they identified by Geography, Service Offered and E/CTRM Software Vendor whether said Service Provider had the capabilities that were currently being used at a client site, capabilities that were offered but not currently being utilized at a client site and or capabilities that were not currently offered at all. These were inspected by CommodityPoint and some adjustments made before final collation of the information. The questionnaire was used, in part, to complete the Service Provider listing along with information collected in other CommodityPoint surveys and research. The listings are compiled by CommodityPoint analysts. We believe that the Sourcebook by CommodityPoint is the ultimate source for Consultants and Systems Integrators data utilized by end users seeking more information and services in the E/CTRM apce.

CommodityPoint, a division of UtiliPoint International Inc.

Consultants and Systems Integrators Sourcebook

Important Disclaimer It should be noted that CommodityPoint cannot guarantee the accuracy of the Service Provider listings although we have attempted to match claims against our knowledge of the market. In fact, given the complexity of the CTRM space generally, we cannot guarantee that the Service Providers have interpreted the terminology we used accurately in preparing their responses nor that each Service Provider has applied the same approach and/or interpretation in answering our questions. Rather, the material is presented on the basis that it is indicative of the broad capabilities of Consultants and Systems Integrators Services at the time of going to print. CommodityPoint strongly advises users of this document to verify with the Service Provider and undertake requisite due diligence. Additionally, CommodityPoint analysts are available to assist or provide additional input on a consulting basis.

CommodityPoint, a division of UtiliPoint International Inc.

Consultants and Systems Integrators Sourcebook

CommodityPoint, a division of UtiliPoint International Inc.

Consultants and Systems Integrators Sourcebook

How CommodityPoint Can Help Your Selection Process CommodityPoint is well known for its analysis capabilities in the CTRM software area but we also offer services of tremendous value to those seeking to select and implement CTRM software designed to reduce costs, timescales and risks. CTRM software selection and implementation projects can be fraught with risk, slippage and cost over runs and for that reason, CommodityPoint offers advisory and audit services into those types of projects. We deliver our advisory and audit services as a part of your extended project team coming in at specific points along the project to provide external audit services while being on call in an advisory capacity to help guide the project at any particular moment. Our audit function is usually geared to match up with project checkpoints where we can examine project deliverables. These might include: •

RFI review – we examine your RFI for omissions and oversights while helping ensure that the vendors that it is sent to are the ones that can in fact meet the requirements of the project;

•

RFP review – we examine the RFP for omissions and oversights while helping ensure that the vendors it is sent to are the ones that have the best chance of meeting the requirement;

•

Vendor response analysis and scoring – we help in reviewing vendor responses and developing scoring mechanisms for the project;

•

Project plan reviews – we examine the project plan and scope and advise on omissions, timescales and costs;

•

Pre-selection workshop – CommodityPoint educates the core selection team on the market, vendors, implementation experience and more to better prepare you for the experience;

•

Final Selection – review of project deliverables and advice on the contracts process as well as starting to review proposed implementation teams, costs, and timescales;

•

Implementation Assistance – Checkpoint and milestone reviews of the project.

CommodityPoint has delivered such services on numerous occasions and has been credited with saving money, reducing timescales and project risks by our clients. Please contact us for more details on how we can assist you by emailing us at info@utilipoint.com.

CommodityPoint, a division of UtiliPoint International Inc.

Consultants and Systems Integrators Sourcebook

What Is Commodity Trading, Transaction and Risk Management Software? Commodities trading, transaction and risk management (CTRM) software is that category of software applications, architectures and tools that support the business processes associated with trading energy and broader commodities. In the broadest sense, commodities trading means both the buying and selling of commodities such as crude oil, coal, natural gas, electric power, agricultural commodities such as sugar, corn, wheat, metals such as gold, copper, emissions and refined products, the management of the movement and delivery of the commodities, and associated risk management activities. CTRM software therefore comprises a broad set of functions that can vary considerably depending on what commodities are traded, what assets are employed in the business, where those assets are located, and what the companyâ&#x20AC;&#x2122;s business strategy and associated business processes are. Usually, CTRM solutions are fully integrated suites of software that help manage the front-, middle- and back-office aspects for a trading entity. Although such definitions and organizational structures differ quite widely across the industry, the front-office is usually concerned with deal capture and position management, the middle-office with managing and reporting various risk exposures as a result of trading activities and the back-office with settlements and accounting functions. Additionally, there will usually be a scheduling or logistics management component to CTRM solutions that allow the energy company to plan, track, manage and account for quantities of commodity that have to be physically moved from its source to some point of usage. Recently, with the emergence of commodities as an asset class and of financial traders such as hedge funds and banks, the boundary between ETRM (Energy trading & risk management software) and CTRM has become increasingly blurred. CommodityPoint research indicates that few, if any trading firms, now trade a single commodity and even what constitutes â&#x20AC;&#x2DC;energyâ&#x20AC;&#x2122; is less distinct than it once was. These days, commodities such as freight rates, ethanol and emissions might be traded by energy trading firms in addition to crude oil, natural gas and so forth. ETRM software is increasingly likely to cater for commodity trading generally and not just energy commodities these days and into the future. CommodityPoint analysis also demonstrates that there are also significant new areas of functionality required by assetheavy users of ETRM systems such as power generators. These involve various market analysis and forecasting activities including load forecasting and price forecasting in particular regional commodity markets and asset optimization modeling. The requirement is to optimize the use of assets employed by the business against usage and outage trends in regional markets helping to determine the most profitable way in which to manage those assets given the market needs. There is also a real-time trading component to these requirements since adjustments need to be made in real-time through the day as market dynamics change. Another area of functionality required in this industry segment is in market communication; particularly in regional power markets where bidding, dispatch, scheduling, ISO communication, settlements and reconciliations are needed. Figure 1 is a simplified comparison of "traditional" ETRM with our view of the emerging need for an Asset-ETRM solution.

CommodityPoint, a division of UtiliPoint International Inc.

Consultants and Systems Integrators Sourcebook With the emergence of commodities as an asset class, the increase in the trend to trade energy-related and other commodities, the ETRM software space is both broadening in scope as new niches emerge such as that discussed above for more asset-heavy oriented traders. Indeed, the ETRM software category is becoming even more complex than it once was. Today, many of the larger software vendors in the CTRM space offer comprehensive suites of solutions while other software vendors specialize in market communication, load forecasting and other asset-oriented requirements. Table 1 - Requirement summary for ETRM users

Up to the Trade

Moving and Accounting for the Commodity

Deal Capture

Pre-scheduling / Scheduling / Logistics

Position Keeping

Physical Settlement and Invoicing

Trader Analytics

Volume Management

Market/Data Analysis

Reporting

Risk Analytics

Market Communication

Risk Reporting

NOMS / Confirmations

Counterparty Credit

Asset Management

Trade Settlement and Invoicing

Dispatch

Data Mining

Asset Optimization

Trading and Risk Controls

Use Decision Support for Optimal Operations

“Speculators”

“Asset heavy users”

Although CTRM software functional coverage can be difficult to define, another way to look at it is to consider the types of company that need to utilize CTRM software as follows:•

Hedge Funds trading commodities;

•

Investment banks trading commodities;

•

Energy merchants trading commodities;

•

Multinational oil companies trading commodities;

•

Producers selling their production;

•

Utilities (Investor-owned, Municipal utilities and cooperatives) buying fuel for power generation and for the

sale of wholesale gas or electric power; •

Local Distribution Companies buying wholesale energy to sell to retail markets;

•

Large commercial and industrial end users of energy and other commodities;

•

Petrochemical and refining companies that procure feedstock in wholesale markets;

•

CommodityPoint, a division of UtiliPoint International Inc.

Consultants and Systems Integrators Sourcebook •

Metals and other raw materials miners;

•

Food processing companies.

Given the list of different segments of the industry that might require CTRM software, it can be readily understood that the required functionality of such systems can be very extensive and complex. Perhaps another way to think about CTRM software is to consider the management of two primary functions across these entities. First is the business of managing the assets employed in the business (whether those assets are generation facilities, produced quantities of oil, gas or electric power), and secondly the merchant function that is involved in the buying and selling of commodities and managing associated risks. CTRM software is used to manage the merchant function and but increasingly it has to be integrated with and/or include asset management functions. However, it remains very difficult to define the entire functional coverage of an CTRM system simply as a result of the different variations in requirements at the detailed level. On a broad level, the software will comprise most of the following applications or functions;

Front-Office Applications Electronic Trading

Electronic trading is utilized by a variety of industry players that conduct trades and those trades need to be captured in the CTRM system so as to insure that it is the primary system for position keeping and risk management.

Deal Capture

The deal capture application area supports the traders and/or administrators capture of deals into the system for further processing. Generally, deal capture is the start of the transaction flow through to invoicing but it usually requires other set up data to function correctly such as contract and counterparty data. Deal capture requires a high level of ease of use to allow traders and administrators to enter deals rapidly. Many vendors have therefore developed “deal blotter” screens in addition to long-form deal capture screens. The deal blotter screen looks and behaves like a spreadsheet and is a familiar work environment for traders. Additionally, it may often be configurable allowing a specific trader to ‘default’ many of the data items on the screen for more rapid data capture. Deal capture systems need to be able to capture any number of transactions - both physical and financial. It is this that adds to the complexity of deal capture systems since each deal type requires any number of additional and unique attributes to be also entered. One issue that may arise with the deal capture function is in capturing physical and financial deals in different systems. Financial deals may sometimes be captured in a risk system while the physical deals are captured in the transaction management systems. This results in a need to link corresponding deals and can lead to integration and position keeping problems. Copyright 2011 UtiliPoint International, Inc.

CommodityPoint, a division of UtiliPoint International Inc.

Consultants and Systems Integrators Sourcebook

As the industry has evolved, the deal capture business function has become more standardized, with better definition of the instruments and deal types used across the industry. In turn, this has allowed vendors and solution providers to develop better solutions to support traders. Nonetheless, deal capture can be a complex piece of functionality especially if it is combined with trader tools for what-if analysis and if it is required to provide instantaneous valuation and risk measures such as Value at Risk and Mark to Market valuation. Despite the increased standardization in this business function, since it is often provided as a module in a broader-based solution, it is rarely deployed stand-alone. In almost all cases, the deal capture module is bundled with other functionality to provide transaction processing through pre-scheduling and often to invoice. There are many ways in which deals get done today including over the telephone, through an exchange, using Interactive Messaging and email. All of these different media have to be captured in the CTRM’s deal capture area.

Real-time Trade Capture

For any power company with generation, real-time trading also has to be performed and those deals captured in the system. Real-time trading is conducted to maintain balance as generation operations progress and as real-time needs arise on the grid and it is a separate function from the actual wholesale trading operations that deal with time periods beyond the day of operations. Real-time trading is therefore more typically a requirement for utilities and generators than merchants and often managed by the regulated arm of the company.

Trader Analytics

Analytic tools to support traders in their activities have become common additions to many CTRM systems in recent years. These tools can include price calculators (option prices, etc.) as well as “what-if” tools allowing traders to analyze the impact of a trade against a portfolio. One evolution that has taken place in the analytics area is one from models developed primarily for financial markets to more energy-specific models that take account of the specific behavior of the underlying commodity.

Position Keeping

Position keeping is the function that essentially tracks trades and their offsetting physical and financial positions and has long been an area of short coming in many trading/marketing departments and systems. Despite the fact that most thirdparty packages provide some position keeping functionality, many trading floors still rely on manually update whiteboards and spreadsheets to keep overall position. The issue is partly about the diversity of systems used by marketers/traders and the lack of a coherent integration framework that can bring all the required data together and present it in a usable form and, partly related to business process shortcomings – particularly where deals are entered after the fact. Position is Copyright 2011 UtiliPoint International, Inc.

CommodityPoint, a division of UtiliPoint International Inc.

Consultants and Systems Integrators Sourcebook required in multiple formats. For example, overall portfolio position, position at various points on the grid as well as physical and financial position. It is this level of complexity that has kept position keeping a largely manual activity in many marketing/trading shops.

Scheduling Applications Pre-Scheduling and Scheduling

Scheduling involves organizing planning and tracking the movement of physical energy commodities via some transport mechanism and for that reason scheduling systems have different functionality depending upon the commodity to be scheduled and the geographic location in which the movement will take place. Scheduling or pre-scheduling is another function that can be extremely complex and that many vendor-provided solutions still fail to address completely. In North America, gas scheduling comprises pathing, nominating, and confirming gas volumes through various pipelines whereas electric power scheduling involves pathing power through various grids and communicating back and forth with the regional power markets. Scheduling for other commodities such as crude oil and coal may involve utilizing barges, trains, trucks or vessels and the tracking of those shipments from one place to another. Scheduling is a function that both plans the movement of the commodity but also tracks and accounts for that movement. So for example, a company may plan to move a volume of natural gas along a pipeline but it needs to have the legal right to do so and then communicate back and forth with the pipeline on issues such as the actual volumes delivered and shipped, the transportation costs and any losses in volume that take place on the pipeline and so on. It is a very complex function and different solutions are required for each commodity and geography.

eTagging & ISO/RTO Interfacing

These functions are important in scheduling electric power in North America and as the interfacing and e-tagging requirements are largely regional (by ISO or RTO) in nature, this business function has not and might never truly standardize in North America. It therefore provides a niche opportunity for specialist solution providers. The function involves communicating to the regional power market operator using its standards for data interchange as well as reconciling and settling on the actual quantities that moved.

Middle-Office Applications Risk Management

Risk management systems in the energy industry became essential tools after wholesale power markets opened up. The instantaneous nature of power, its lack of storage capabilities, and price volatility drove the adoption of risk management across the industry. The risk system generally captures financial trades directly and then provides various exposure reports for both financial and physical trades/portfolios.

CommodityPoint, a division of UtiliPoint International Inc.

Consultants and Systems Integrators Sourcebook Many risk systems provide a variety of tools to value trades, books, and portfolios including Value at Risk and Earnings at Risk. The diversity of instruments/trades that need to be represented in risk systems may include weather, interest rates, and foreign exchange transactions as well as energy commodity related instruments. Risk system vendors are now adding methods and reports to address aspects of the physical side of the business such as volumetric and deliverability risk. Earnings at Risk and similar tools are an example of the shift that has taken place in this area. Earnings at Risk possibly provides a better assessment of how earnings would be impacted by certain events or price movements as opposed to making the assumption that positions can be unwound. For marketers with generation, for example, power is actually taken to delivery and therefore the position cannot be “unwound” in the same way that a financial position might be. This volumetric risk aspect to today’s power marketers’ business differs considerably to the market risks faced by asset-light merchants. Another facet of the changing risk management world is the mark-to-market valuation versus accrual accounting often used by utilities. While mark-to-market valuation is a common and accepted method, the difficulty is in understanding how a mark-to-market profit actually gets booked on an accrual basis. Often, traders and marketers have been rewarded based on mark-to-market position as opposed to actual accrued profits. In the past, price manipulation resulted in inflated mark-tomarket valuations that after settlement weren’t reflected in the company’s books, causing apparent profits to “evaporate.” As a result, more emphasis is now placed on independent price data but this is difficult in more opaque Over the Counter (OTC) transactions.

Credit Management

Credit management and credit risk management has become an area of concern for all energy companies after the collapse of the merchants and the counterparty credit issues that followed. The credit management function requires access to contract data as well as external credit agency and other credit data. The credit function usually establishes credit profiles for counterparties, monitors credit limits against counterparties as well as manages collateral requirements. It has rapidly become something of a specialized function that has growing importance and is now served by specific credit management application providers. Additionally, many of the existing CTRM platform vendors also provide some credit management functionality. In this instance, the functionality is usually limited to monitoring trade exposure to counterparties although some systems do go further. Very few traditional trading and transaction management systems however also manage the collateral side of credit management. With the ongoing emphasis on credit and collateral management as a component of good corporate governance and risk management, this is an area that may see a continued emergence of specialist vendors and a requirement to integrate with existing trading and transaction management systems.

CommodityPoint, a division of UtiliPoint International Inc.

Consultants and Systems Integrators Sourcebook For marketers with both wholesale and retail operations, credit management is a much more complex proposition. If utilizing a CTRM systemâ&#x20AC;&#x2122;s credit functionality, this is generally built to provide credit management for wholesale trading activities only lacking the ability and scalability to manage counterparty credit exposure for thousands of retail counterparties. Generally, the solution is to aggregate like contracts into groups and then load those into the credit management module and this again requires external spreadsheets or customized solutions be built. Additionally, there are developing a number of risk measures such as Credit Value at Risk (CVaR). While some systems ostensibly offer the ability to calculate and report on CVaR, the devil is in the details of the methodology and the ability to enter and store credit data at the appropriate level.

Back-Office Applications Contract Management

Contract Management data is a key component for trading, credit management and scheduling activities and it is generally provided as a part of a CTRM system. Generally, these systems maintain the key contract data that provides for counterparty credit limit monitoring, transmission terms and trading limits, and so on.

Settlement & Invoicing

While settlement and invoicing are often grouped together, they are two different and important functions. While both functions are often provided by CTRM software packages, many companies actually utilize solutions other than their primary CTRM system to perform these functions. Again, while invoicing is a function provided by many of the primary trading and transaction management systems, but many companies also utilize a different system to produce invoices.

Hedge Accounting

Hedge Accounting has become a mandatory function since the inception of FAS 133 and its equivalent accounting standards. As with credit management, a host of niche solutions has been developed specifically to help perform hedge accounting. At the same time, many traditional vendors have added some degree of hedge accounting functionality to their systems, too.

Other CTRM Functions Depending upon the type of company utilizing and CTRM system a number of other functions may be required including gas storage, inventory management, generation dispatch, load forecasting, market simulation, stress testing, gas measurement, and more. Additionally, all CTRM solutions will require some administrative functions including security of access, audit trailing, workflow, interfaces to external price feeds and other external data sources and, document management. Part of the complexity of CTRM is that there is no real standard for what comprises an CTRM system. However, as regulations and recommendations are made by various organizations and governing bodies, more standardized approaches Copyright 2011 UtiliPoint International, Inc.

CommodityPoint, a division of UtiliPoint International Inc.

Consultants and Systems Integrators Sourcebook are emerging in areas such as risk management, deal capture, and the back office. Still, as the CTRM software class serves such a broad set of essentially niche markets from hedge funds to regional utilities, what constitutes a CTRM solution is very variable. It is this that allows so many vendors and products to coexist in the industry since many products are targeted at niche vertical markets or at specific functions within the context of CTRM. Some CTRM software solutions have gone further in terms of back office functionality too and offer general ledger, accounts payable and accounts receivable functions. However, many companies utilize their existing accounting packages to perform much of this functionality requiring an interface between the CTRM system and the accounting system. The industry is actually a very heterogeneous market for CTRM software with horizontal and vertical niches that, on the surface at least, appear to share similar requirements. While many â&#x20AC;&#x153;outsidersâ&#x20AC;? see a large and attractive homogeneous market for CTRM software with good revenue and profit potential, the truth is that there are a plethora of company business models and each model has its own detailed version of the same set of requirements. Indeed, at a certain level of detail, all companies involved in buying and selling commodities have common business functions yet, as you drill down, there are significant and fundamental differences in those requirements. The idea that there are standard functionality requirements is simply a mirage created by a fundamental lack of understanding of the energy business at a detailed level.

Requirements Dictated By Assets and Location The nature of each company's physical assets and the geographic location of those assets actually dictate the majority of the software requirements at the detailed level. The need to record and report on data and transactions is inevitably governed by the regulatory regimes under which the company operates its assets and by the type of assets employed in the business. For example, an electric generator with predominately hydro generation facilities will have different requirements from the company that has predominantly coal-fired facilities. Generators in different geographic regions will have different reporting requirements. During the energy trading bubble, the fundamental importance of assets was overlooked and the recent return to asset-centric trading has increased the importance of asset-related software requirements.

Summary It is difficult to define CTRM software precisely. At its core, CTRM software comprises deal capture, position keeping, risk management, settlement and invoicing along with some scheduling modules organized such that data is entered only once and flows through the system from the front office to the back office. In reality, each company using a CTRM solution has its own particular requirements and each vertical market niche from production to Local distribution requires some variation in functionality and some extensions to functionality. Indeed, it is this variability in requirements that adds to the overall complexity of implementing CTRM software.

CommodityPoint, a division of UtiliPoint International Inc.

Consultants and Systems Integrators Sourcebook

CommodityPoint, a division of UtiliPoint International Inc.

Consultants and Systems Integrators Sourcebook

Service Provider Listing Each Consultant and Systems Integrator listing is arranged according to the same format for clarity and ease of use. Each listing comprises: • The name of the Service Provider, • A table showing the distribution by geography and Services Offered, • Company and Service information comprised from a variety of sources including vendor’s website, collateral and CommodityPoint material, • A graphical table providing an overview of the Service Providers experience with recognized E/CTRM Software Vendors. • Service Providers office locations, • A representative list of users of the offered services, and • The Service Providers website address. The listing allows rapid comparisons between the Consultants and Systems Integrators as well as a pulse check in terms of whether their services are offered in your geography of operation. The Vendor table shows, by E/CTRM Vendor, whether the Service Provider has extensive experience, some experience and no experience with said E/CTRM Software Vendor and or Product. This is indicated via color coding to make the graphic rapidly consumable and easy to read or compare and contrast with other listings. Overall, the listings provide sufficient compact detail to identify Consultants and Systems Integrators that may meet your requirements and should therefore be candidates for your long list. Those thinking about a software selection exercise may wish to consult our book – Selecting & Implementing Energy Trading, Transaction & Risk Management Software – A Primer (Reames & Vasey, 2008) published by Booksurge Publishing, for additional best practices and guidance.

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

Accenture

Experience with the following packages

1301 Fannin Street Houston, Texas 77002 USA (713) 483-9042

Extensive experience and depth of staff Some experience and depth of staff No experience Abacus Solutions

Services Offered

Allegro Amphora

Services are currently, utilized at a client site Not currently being utilized but are available Service is not offered Services Offered

Aspect Enterprise

Currently utilized

Not currently utilized

Not offered

N. America

S. America

Asia-Pac

Europe

Africa

E/CTRM Software Software Selection Implementation Services

CTRM or related enhancements E/CTRM Software Package Training Data Conversion Services Integration Services

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

E/CTRM Software Related Business Process Consulting General Staff Augmentation Project Management Capture of external/internal data feeds Data Warehouse construction Optimization Development of a custom E/CTRM solution

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Other Services IS Strategy/roadmap development General TRM business consulting General TRM IT consulting Risk Management Consulting

Extensive Exp

Some Exp

No Exp

Extensive Exp

Some Exp

Brady PLC

Extensive Exp

ComFin

No Exp

Contigo

No Exp

Delta Energy Solutions

No Exp

DMS

No Exp

Eka

Some Exp

EnCompass

No Exp

Energeya

No Exp

Entero

No Exp

Entrion

No Exp

iRely

Some Exp

AGRIS

No Exp

JustCommodity

No Exp

Murex

Extensive Exp

Navita

No Exp

OATI

Extensive Exp

OLF

Extensive Exp

Pioneer Solutions

No Exp

SAS/RiskAdvisory

Extensive Exp

SolArc

Extensive Exp

SunGard

Extensive Exp

Temenos

Extensive Exp

TradePaq

Some Exp

Triple Point

Extensive Exp

Others: Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Veson IMOS

Extensive Exp

Accenture's Trading Operations and Risk Management Services is an innovative, comprehensive and proven approach to managing risk, lowering costs and monetizing opportunities in an uncertain and volatile business environment. Our global group of consultants includes strategists, front-, middle- and back-office business analysts, change managers, functional architects, data architects and technical architects. We support physical and financial trading activity across crude, refined products, natural gas, electricity, base metals, emissions and other commodities. Our services include business consulting, systems integration, technology consulting and outsourcing. Accenture is a global management consulting, technology services and outsourcing company, with approximately 236,000 people serving clients in more than 120 countries. Combining unparalleled experience, comprehensive capabilities across all industries and business functions, and extensive research on the worldâ&#x20AC;&#x2122;s most successful companies, Accenture collaborates with clients to help them become high-performance businesses and governments. The company generated net revenues of US$25.5 billion for the fiscal year ended Aug. 31, 2011. Accenture's "high performance business" strategy builds on their expertise in consulting, technology and outsourcing to help clients perform at the highest levels so they can create sustainable value for their customers and shareholders. Using their industry knowledge, service-offering expertise and technology capabilities, Accenture identifies new business and technology trends and develops solutions to help clients around the world:

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook > Enter new markets. > Increase revenues in existing markets. > Improve operational performance. > Deliver their products and services more effectively and efficiently. They have extensive relationships with the world's leading companies and governments and work with organizations of all sizesâ&#x20AC;&#x201D;including 92 of the Fortune Global 100 and more than three quarters of the Fortune Global 500. Accenture's commitment to client satisfaction strengthens and extends their relationships. For example, 99 of their top 100 clients in fiscal year 2011, based on revenue, have been clients for at least five years, and 92 have been clients for at least 10 years. Among the many strengths that distinguish Accenture in the marketplace are their: > Extensive industry expertise. > Broad and evolving service offerings. > Expertise in business transformation outsourcing. > History of technology innovation and implementation, including research and development capabilities, on which they spend approximately $300 million annually. > Commitment to the long-term development of their employees. > Proven and experienced management team. By enhancing their consulting and outsourcing expertise with alliances and other capabilities, they help move clients forward in every part of their businesses, from strategic planning to day-today operations.

Main Office: 1301 Fannin Street Houston, TX 77002 USA 1 (713) 483 9042 Other locations: New York London Singapore Rio de Janeiro Representative clients: None Specified

Website address: www.accenture.com

+ 1 917 452-4400 +44 2078444000 + 65 6410-8000 + 55 214501-9000

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

Agiboo BV / Agiboo swiss AG

Experience with the following packages

Guamstraat 8 / Arbachstrasse 2 Almere / Baar 1339 NB / 6300 The Netherlands / Switzerland +31(0)87-8739737

Extensive experience and depth of staff Some experience and depth of staff No experience Abacus Solutions

Services Offered

Allegro Amphora

Services are currently, utilized at a client site Not currently being utilized but are available Service is not offered Services Offered

Currently utilized

Not currently utilized

Not offered

N. America

S. America

Asia-Pac

Europe

Africa

E/CTRM Software Software Selection Implementation Services CTRM or related enhancements E/CTRM Software Package Training Data Conversion Services Integration Services

Not currently utilized

Currently utilized

Not offered

Currently utilized

Not offered

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Not offered

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Not currently utilized

Not offered

Currently utilized

Not currently utilized

Currently utilized

Other Services IS Strategy/roadmap development General TRM business consulting General TRM IT consulting Risk Management Consulting

Extensive Exp

Some Exp

No Exp

Some Exp

Extensive Exp

No Exp

Aspect Enterprise

No Exp

Brady PLC

Some Exp

ComFin

No Exp

Contigo

No Exp

Delta Energy Solutions

No Exp

DMS

No Exp

Eka

Extensive Exp

EnCompass

No Exp

Energeya

No Exp

Entero

No Exp

Entrion

No Exp

iRely

Extensive Exp

AGRIS

No Exp

JustCommodity

Some Exp

Murex

No Exp

Navita

No Exp

OATI

No Exp

OLF

No Exp

Pioneer Solutions

No Exp

SAS/RiskAdvisory

No Exp

SolArc

No Exp

SunGard

No Exp

Temenos

No Exp

TradePaq

Extensive Exp

Triple Point

Extensive Exp

Others: Currently utilized

Currently utilized

Not offered

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Agro - Sirius

Extensive Exp

Agiboo is a professional organization delivering cost effective software solutions and professional consultancy services to the international commodity trading industry (both producers and traders). Agiboo serves clients in the metals, agricultural and energy markets where risk is involved. Agiboo also provides professional services in the selection process of various CTRM and ETRM software solutions. Agiboo consultants have extensive experience in commodity trade and therefore understand the specific IT requirements to successfully manage commodity trade. Through years of experience Agiboo has gained the knowledge to advice the best possible solutions and technical skills to implement these solutions. Agiboo was established in The Netherlands in 2009 and currently operates internationally from The Netherlands and Switzerland. Agiboo offers consultancy to maximize the effectiveness of a companyâ&#x20AC;&#x2122;s capacity and provides advise on potential software to help manage all business aspects concerning commodities. This way clients can put their main focus on creating a solid product and minimize costs on all managing aspects. Through years of experience Agiboo can advise you on the most fitting choice for a management system, considering a clients needs and wishes. They offer not only advice on which CTRM of ETRM package best suits a clients needs, but can also help implementing the selected package and integrate it into a clients current system. Commodity Trade Solution Development Commodity and energy trade / risk automation is covering many aspects. Where standard CTRM and ETRM systems

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook provide an integral approach it might become necessary to develop (partial) proprietary solutions. Agiboo provides these development services which can be integrated into CTRM and ETRM systems, stand alone or to strengthen in house commodity trade and risk management solutions. Application integration Application integration is one of the most important areas in Commodity trade and risk management automation. For producers and manufactures it requires integration with their current Enterprise Resource Management (ERP) system, where for example the trade against demand forecast is necessary. In addition conversion of trade contracts to purchase and sales orders is essential. In general accounting always require integration in various depth. This can be relative simple postings to complex accrual interfaces. Agiboo integrates these applications into a clients current environment. This way clients can continue to work with the system they've grown accustomed to and only need to adjust to the new application. Accounting / ERP interfaces Producers and manufacturers who purchase commodities have an extra challenge. In addition to automating the manufacturing process there is since the volatility rise a need to combine commodity trade and risk management processes within the current accounting and ERP landscape. This requires integration and interfacing between ERP and CTRM. For this reason Agiboo provides specialized services to accomplish these relative complex connections. CTRM / ETRM extensions Current commodity trade and energy trade systems might require extra functionality. This can be caused by domestic or specific needs to the operations. Market risk elements are a good example as some processes require high sophisticated trading tools. Agiboo provides the knowledge and development power to accomplish this.

Main Office: Guamstraat 8 Almere 1339 NB The Netherlands +31(0)87-8739737 Other locations: Baar (Switzerland) Valencia (Spain)

Representative clients: Afegra Louis Dreyfus Steinweg Quadra commodities Website address: www.agiboo.com

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

ATOM Solutions LLC 1302 Waugh Drive, #493 Houston, TX 77019 USA Toll Free North America:(855) 225-ATOM(2866); Global: +1 713-568-9459

Experience with the following packages Extensive experience and depth of staff Some experience and depth of staff No experience Abacus Solutions

Services Offered

Allegro Amphora

Services are currently, utilized at a client site Not currently being utilized but are available Service is not offered Services Offered

Currently utilized

Not currently utilized

Not offered

N. America

S. America

Asia-Pac

Europe

Africa

E/CTRM Software Software Selection Implementation Services

CTRM or related enhancements E/CTRM Software Package Training Data Conversion Services Integration Services

Not currently utilized

Currently utilized

Not currently utilized

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Not currently utilized

Currently utilized

Not currently utilized

Other Services IS Strategy/roadmap development General TRM business consulting General TRM IT consulting Risk Management Consulting

Extensive Exp

Some Exp

No Exp

Extensive Exp

No Exp

Aspect Enterprise

No Exp

Brady PLC

No Exp

ComFin

No Exp

Contigo

No Exp

Delta Energy Solutions

No Exp

DMS

No Exp

Eka

No Exp

EnCompass

No Exp

Energeya

No Exp

Entero

No Exp

Entrion

No Exp

iRely

No Exp

AGRIS

No Exp

JustCommodity

No Exp

Murex

No Exp

Navita

No Exp

OATI

No Exp

OLF

Some Exp

Pioneer Solutions

No Exp

SAS/RiskAdvisory

No Exp

SolArc

Extensive Exp

SunGard

Some Exp

Temenos

No Exp

TradePaq

No Exp

Triple Point

Some Exp

Others: Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

TransEnergy

Extensive Exp

Altra

Some Exp

Nucleus

Extensive Exp

ATOM Solutions was formed in 2011 by energy industry technology veterans to deliver technology solutions and professional services to energy companies. The firm's goal is to enable energy companies in extracting the optimum value out of their current IT and software investments and in realizing a rapid rate of return on new IT investments. ATOM's services include assisting energy firms with build vs. buy C/ETRM software decisions, assisting with C/ETRM software selection, implementation, extensions development, enterprise and B2B integration, and support. The company also provides services to its customers for overall technology strategy development and execution, portal and ECM development, Business Intelligence solutions, custom applications development, legacy application upgrades, and creating IT SOX Controls and developing tools to help with governance of those controls. ETRM/CTRM Selection and Implementation In early 2011, the count of ETRM/CTRM software vendors stood at 86. For most energy companies who want to maintain focus on their core business, it is a challenge to even begin the selection process. Atom Solutions help energy companies determine the best fit for their business. Their process involves performing business process design, determining the most desirable technology direction, and bringing the vendors to the mix where there is the closest fit. Atoms' consultants utilize proven implementation methodology to manage the project, implement the software, fill the gaps, and leave their customers with a completely integrated solution that delivers immediate results.

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

Legacy Application Upgrades Atoms Solutions takes the risk out of upgrading legacy software to newer technologies because of their extensive experience in working with both; the older and the more recent technology platforms. ATOMâ&#x20AC;&#x2122;s consultants will find the optimal path to help clients realize all the benefits of upgrading without experiencing the pitfalls

Main Office: 1302 Waugh Drive, #493 Houston, TX 77019 USA (855) 225-2866; +1 713-568-9459

Custom Application Development Atoms Solutions' resources use best practices and various toolsets to build high quality custom solutions rapidly. The quality of their deliverables combined with the prices makes it a high value proposition for their clients. Microsoft .NET is their platform of choice.

Other locations: None Provided

Business Intelligence/decision Support Companies usually have multiple point solutions that address various operational business needs. ATOM assists organizations put in place the solutions that give them insight into their operations and their positioning in the market place which empowers their ability to make well informed and timely strategic decisions.

Representative clients: None Specified

Strategic technology direction advisory With a growing number of options that organizations face today, it can be difficult to make the best choice with regards to an IT environment. How do clients move forward in a manner that provides them and their users the availability, reliability, and security of IT resources while taking advantage of new features and keeping costs manageable? With decades of experience and a strong network of channel partners in the infrastructure arena, ATOM can assist with end-to-end IT solutions for a clients enterprise.

Website address: http://www.whoisatom.com

Application Support Service Atom Solutions' support applications and infrastructure at companies that have a small or no IT staff. Larger IT staffs leverage our experience as necessary to help them put in place best

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

Baringa Partners LLP

Experience with the following packages

3rd Floor, Dominican Court, 17 Hatfields London SE1 8DJ England 0203 327 4220

Extensive experience and depth of staff Some experience and depth of staff No experience Abacus Solutions

Services Offered

Allegro Amphora

Services are currently, utilized at a client site Not currently being utilized but are available Service is not offered Services Offered

Currently utilized

Not currently utilized

Not offered

N. America

S. America

Asia-Pac

Europe

Africa

E/CTRM Software Software Selection Implementation Services CTRM or related enhancements E/CTRM Software Package Training Data Conversion Services Integration Services

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

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Not offered

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Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Other Services IS Strategy/roadmap development General TRM business consulting General TRM IT consulting Risk Management Consulting

Extensive Exp

Some Exp

No Exp

Some Exp

Extensive Exp

Aspect Enterprise

No Exp

Brady PLC

Some Exp

ComFin

Some Exp

Contigo

Some Exp

Delta Energy Solutions

No Exp

DMS

No Exp

Eka

Some Exp

EnCompass

No Exp

Energeya

No Exp

Entero

No Exp

Entrion

No Exp

iRely

No Exp

AGRIS

No Exp

JustCommodity

No Exp

Murex

Some Exp

Navita

Extensive Exp

OATI

Some Exp

OLF

Extensive Exp

Pioneer Solutions

Extensive Exp

SAS/RiskAdvisory

Some Exp

SolArc

Extensive Exp

SunGard

Extensive Exp

Temenos

Some Exp

TradePaq

No Exp

Triple Point

Extensive Exp

Others: Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

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Not offered

Baringa Partners is a leading business and IT management consultancy with a focus on the energy, utilities and financial services industries in the UK and continental Europe. It partners with blue chip companies when they are developing and delivering key elements of their business strategy. Baringa works with organisations either to implement new or optimise existing business capabilities relating to their people, processes and technology. Baringaâ&#x20AC;&#x2122;s Energy and Utilities practice specialises in Assets and Asset Optimisation; Energy/Commodity Trading and Risk Management (E/CTRM); Retail and Customers; Market Design; and Networks, Distribution and Metering. The focus of its Financial Services practice is on Retail and Corporate Banking; Insurance; Capital Markets; and Investment Management. Baringa Partners has established itself as a market leader in providing innovative services and solutions to European energy and utilities clients. They bring together industry best practice, proven delivery methodologies and deep market and system knowledge to a broad range of clients across the sector to help them meet their toughest business challenges. As recognised experts in the UK and European energy markets, Baringa Partners has successfully shaped, mobilised and delivered major programmes across the energy supply chain for a variety of high profile clients. In addition to this, Baringa has implemented package and custom built E/CTRM solutions for major commodities trading organisations and in the past year alone Baringa has worked on major programmes of work with five high-profile European utilities EON, Vattenfall, RWE, Gazprom and EDF Energy (the UK division of Franceâ&#x20AC;&#x2122;s EDF).

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

Baringaâ&#x20AC;&#x2122;s clients include large pan-European asset-backed energy companies, commodity trading houses, and speculative trading organisations through to new trading start-ups and smaller market participants with distinctive competitive propositions. Programme Mobilisation and Delivery Baringa works with their clients to guarantee the successful initiation and delivery of their Business and IT programmes, no matter how complex. Their straightforward and collaborative approach injects energy, direction and discipline into the programme lifecycle, balancing methodology with practical experience. Baringa looks to integrate with their clients, placing individuals in key roles to support and develop existing teams. Success for them is delivery of the programme, on time, to budget, scope and quality, with a client team that has been up-skilled and enhanced through the programme lifecycle. Baringas delivery track record has been built up through involvement in and implementation of large scale transformation programmes across the Energy, Utilities and Financial Services sectors. Throughout this period they have developed tried and tested propositions around Programme Initiation, Programme Management, Programme Management Office and Programme Assurance. Baringa places all of their expertise at their clientsâ&#x20AC;&#x2122; disposal to provide programme sponsors, directors and managers with the delivery confidence they require. Baringa's key propositions that underlie this capability are: > Programme Initiation > Programme Management > Programme Management Office > Programme Assurance

Main Office: 3rd Floor, Dominican Court, 17 Hatfields London SE1 8DJ England 0203 327 4220 Other locations: Germany, DĂźsseldorf

Representative clients: EON Vattenfall Gazprom RWE Website address: www.baringa.com

+49 211 54039950

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

Business Integration Partners

Experience with the following packages

Piazza San Babila, 5 Milan 20122 Italy +39024541521

Extensive experience and depth of staff Some experience and depth of staff No experience Abacus Solutions

Services Offered

Allegro Amphora

Services are currently, utilized at a client site Not currently being utilized but are available Service is not offered

Aspect Enterprise

Currently utilized

Brady PLC

Not currently utilized

ComFin

Not offered

Contigo Services Offered

N. America

S. America

Asia-Pac

Europe

Africa

Delta Energy Solutions DMS

E/CTRM Software Software Selection Implementation Services CTRM or related enhancements E/CTRM Software Package Training Data Conversion Services Integration Services

Eka Currently utilized

Currently utilized

Not offered

Currently utilized

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Not offered

Currently utilized

Not offered

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Not currently utilized

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Not offered

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Not offered

EnCompass Energeya Entero Entrion iRely AGRIS JustCommodity Murex

Navita Currently utilized

Currently utilized

Not offered

Currently utilized

Not currently utilized

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Not offered

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Not currently utilized

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Not offered

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Not offered

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Not offered

Currently utilized

Not currently utilized

OATI OLF Pioneer Solutions SAS/RiskAdvisory SolArc SunGard Temenos TradePaq Triple Point

Other Services IS Strategy/roadmap development General TRM business consulting General TRM IT consulting Risk Management Consulting

Extensive Exp

Some Exp

No Exp

Extensive Exp

No Exp

Extensive Exp No Exp

No Exp

Some Exp

Extensive Exp

No Exp

Extensive Exp

No Exp

Extensive Exp

No Exp

Extensive Exp

No Exp

Others: Currently utilized

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Not offered

Currently utilized

Not currently utilized

Elsag Kysters

Extensive Exp

Business Integration Partners is a management consulting company specialized in Business Integration and Innovation. As of today they are the main fully owned Italian consulting company, recognised as a valid alternative to the leaders in the sector. A valid alternative in terms of authority and ability to perform in the Energy & Utilities, Telecommunication Media & Entertainment, Financial Services, Manufacturing, Public Administration sectors and Life Sciences. An alternative in terms of determination and drive to obtain measurable benefits for clients in all of their areas of competence: > Strategy, Business Planning, Post Merger Integration > Operations in industry and service companies; > Customer Relationship Management; > CFO services; > Information Technology governance; > Human Capital e Change Management. Bip are an alternative in terms of transparency and flexibility due to their independency from regulatory and commercial interests. A â&#x20AC;&#x153;relationalâ&#x20AC;? alternative that is reflected in the core role assumed by the client and in the ability to listen and dialogue with their interlocutors.

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

Bip - Energy & Utilities industry Bip. Professionals and Leadership have a strong competence and specialization in the Energy and Utilities area for historical reasons. In this area Bip is recognized as one of the historical leaders in all of the most relevant segments: Oil & Gas, Energy, Environment, Water, Transportation and Aviation. The Energy and Utilities Professionals team have reached significant experience on business model reorganizations due to regulation and liberalization processes, playing the role of Advisor to Market Leaders, Regulators, Institutions, Investors, and medium and largescale Enterprises. Such experience his given Bip the opportunity to build up a unique knowledge base in the field, thus generating three important threads of collateral activities: > Master Energy and Utilities (school management of three Master addressed to different targets of participants), > Energy and Utilities Conventions and Training knowledge > Research and Development. Bip - Energy Management Area of Excellence Bip Research Centre delivers > bimonthly studies on field key topics, > manages data banks, > international benchmarkings and Knowledge bases for the Advisorship activities. > Commercial Management of Generation; > Contract & Risk Management Evolution; > Electricity and Gas Sourcing; > Generation from thermal and renewable sources; > Portfolio management; > Trading on national and international markets; > Systems and processes to support the business.

Main Office: Piazza San Babila, 5 Milan 20122 Italy +39024541521 Other locations: Italy/Rome Spain/Madrid Portugal/Lisboa Argentina/Buenos Aires Tunis/Tunis

39 06 454 0161 34 91 561 04 75 351 210 091 550 54 1143 1233 76 21 671 862 718

Representative clients: Enel, Enel Green Power, Erg, A2A, Edison, Eni, E.On, Sorgenia, Acea/Electrabel, Tirreno Power

Website address: www.businessintegrationpartners.com

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

capSpire, Inc.

Experience with the following packages

620 N. College, Ste 204 Fayetteville, Arkansas 72701 USA 888-532-2815

Extensive experience and depth of staff Some experience and depth of staff No experience Abacus Solutions

Services Offered

Allegro Amphora

Services are currently, utilized at a client site Not currently being utilized but are available Service is not offered

Currently utilized

Not currently utilized

N. America

S. America

Asia-Pac

Europe

Africa

E/CTRM Software Software Selection Implementation Services

CTRM or related enhancements E/CTRM Software Package Training Data Conversion Services Integration Services

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

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Not currently utilized

Other Services IS Strategy/roadmap development General TRM business consulting General TRM IT consulting Risk Management Consulting

Some Exp

No Exp

No Exp No Exp No Exp

Delta Energy Solutions

No Exp

DMS

No Exp

EnCompass

No Exp No Exp

Energeya

No Exp

Entero

No Exp

Entrion iRely

No Exp No Exp

AGRIS

No Exp

JustCommodity

No Exp

Murex

No Exp

Navita Currently utilized

No Exp

Eka Not currently utilized

No Exp

Brady PLC Contigo

Services Offered

Some Exp

Aspect Enterprise ComFin

Not offered

Extensive Exp

OATI

No Exp No Exp

OLF

Some Exp

Pioneer Solutions

No Exp

SAS/RiskAdvisory

Some Exp

SolArc

Extensive Exp

SunGard

No Exp

Temenos

No Exp

TradePaq

No Exp

Triple Point

No Exp

Others: Not currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

capSpire is a global consulting and solutions company serving the Commodity Trade and Risk Management sector of the energy industry. Headquartered in the growing technology hub of Fayetteville, Arkansas, with an office in Tulsa, Oklahoma, capSpire has served 23 clients across North America and Europe. capSpire provides its clients with deep business and system expertise to simplify and streamline its commodity management functions for crude, natural gas, refined products, NGLs, coal, iron ore, agriculture and freight. Chief among capSpire’s service offerings are IT strategy and planning, system selection, bespoke software development, implementation services, systems integration and ongoing support. The following are among capSpire's experience and expertise: Disciplines • Trade Capture • Contract Administration • Risk and P/L Management • Hedging • Credit Management • Physical Logistics & Scheduling • Supply Optimization Copyright 2011 UtiliPoint International, Inc.

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

• Accounting, Taxes and Monthly Closings • Inventory Valuation • Technical Architecture and Development • Cross-System Interfaces • Custom Technical Solutions • Project Management

Main Office: 620 N. College, Ste 204 Fayetteville, Arkansas 72701 USA 888-532-2815

Commodities • Crude • Natural Gas • Refined Products • NGLs • Coal • Iron Ore • Agriculture • Freight

Other locations: United States/Tulsa

+1 918 809 2072

Representative clients: Anadarko Petroleum, Baclays, Blue Kight, ConAgra Foods, EcoEnergy, Enogex, Enterprise Solutions, E.ON, High Siarra Energy, Lansig, MarkWest, Murphey Oil, Musket, Nexen.

Service Offerings • IT Strategy & Planning • System Selection • Bespoke Software Development • Implementation Services • Systems Integration • Ongoing Support

Website address: www.capspire.com

capSpire's range of expertise in commodities runs the gamut from Crude, Refined Products, Gas, NGL, Coal, Ethanol, Asphalt, and Grains, among others. They have a history of dozens of implementations, including vendor selections, project management, functional leads and technical developers. capSpire also provides consulting for business processes like volume and cash forecasting, P&L management, credit, risk, inventory, and VaR, to name a few. They also provide support for multiple CTRM customers on an ongoing basis for critical path issues, functional analysis, business process refinement, and technical development.

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

CIO Squared

Experience with the following packages

Leigh, Kent TN11 8PY United Kingdom 07885 384138

Extensive experience and depth of staff Some experience and depth of staff No experience Abacus Solutions

Services Offered

Allegro Amphora

Services are currently, utilized at a client site Not currently being utilized but are available Service is not offered Services Offered

Currently utilized

Not currently utilized

Not offered

N. America

S. America

Asia-Pac

Europe

Africa

E/CTRM Software Software Selection

Not offered

Implementation Services

Not offered

CTRM or related enhancements E/CTRM Software Package Training Data Conversion Services Integration Services

Not offered

Other Services IS Strategy/roadmap development General TRM business consulting General TRM IT consulting Risk Management Consulting

Extensive Exp

Some Exp

No Exp

Some Exp

Extensive Exp

Aspect Enterprise

Some Exp

Brady PLC

Some Exp

ComFin

No Exp

Contigo

No Exp

Delta Energy Solutions

No Exp

DMS

No Exp

Eka

No Exp

EnCompass

Extensive Exp

Energeya

No Exp

Entero

No Exp

Entrion

No Exp

iRely

No Exp

AGRIS

No Exp

JustCommodity

No Exp

Murex

Some Exp

Navita

Extensive Exp

OATI

No Exp

OLF

Extensive Exp

Pioneer Solutions

No Exp

SAS/RiskAdvisory

No Exp

SolArc

Some Exp

SunGard

Some Exp

Temenos

No Exp

TradePaq

No Exp

Triple Point

Some Exp

Others: Not offered

Not offered

CIO Sqaured is a boutique IT consulting firm formed by the partnership of two expert CIOs from the financial services and energy industries. Combining the extensive experience of its principles with a network of associates and service provides, CIO Squared offers solutions covering everything from long-term technology strategy and deployment through to programme and project management through to managing the day-to-day running of your IT department. We are expert in trading system design, selection and deployment. Additional services include working with Private equity firms on due dilligence, strategy and interim management. Budget optimization. Advisory services and general interim management. Some of CIO Squared's services Trading Solutions CIO Squared specialise in trading floor systems and technology and have been responsible for some of the largest trading floors in the financial and energy industries, designing, building and implementing solutions across all physical and financial asset classes. Their skills and expertise in this area are applicable to a number of sectors, including global investment banking, oil, energy and hedge funds.

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

Systems Design, Selection and Implementation CIO Squared have extensive experience of designing and building front, middle and back office trading systems in banks, hedge funds and oil and energy companies; experience which has been gained through the full life cycle, from comprehensive system selection to full programme implementation. Through theirwork in this field they have developed an excellent network of contacts and are well-known and respected at senior levels within the major trading software solution providers.

Main Office: The Great Barn, Powdermill Lane Leigh, Kent TN11 8PY United Kingdom 07885 384138 Other locations: Boston

Budget Optimisation As CIOs for leading companies in the financial and energy industries CIO Squared have had responsibility for multi-million dollar budgets and they know what it takes to make sure that an IT department is delivering value.

Representative clients: None Specified

CIO Squared can bring this experience to bear in helping clients to ensure that productivity is going up whilst costs are coming down. Additionally, they have practicle experience of vendor negotiations which could help clients to make sure they are getting the best value from their software investments.

Website address: www.ciosquared.com

Projects CIO Squared's track record on programme and project management includes the delivery of small and large programmes, with values from $50k to some in excess of $500m. No matter the size, they have real, practical experience of doing this and getting it right first time. They understand the importance to any business of making sure that IT programmes and projects come in on time and on budget, and have the scars to prove it.

+1 857 499 2424

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

Contango consulting AS

Experience with the following packages

Sigurd Iversens vei 51B Oslo 0281 Norway +47 95220224

Extensive experience and depth of staff Some experience and depth of staff No experience Abacus Solutions

Services Offered

Allegro Amphora

Services are currently, utilized at a client site Not currently being utilized but are available Service is not offered Services Offered

Currently utilized

Not currently utilized

Not offered

N. America

S. America

Asia-Pac

Europe

Africa

E/CTRM Software Software Selection Implementation Services CTRM or related enhancements E/CTRM Software Package Training Data Conversion Services Integration Services

Not offered

Not currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Not currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Not currently utilized

Not offered

Not currently utilized

Not offered

Currently utilized

Not offered

Not currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Other Services IS Strategy/roadmap development General TRM business consulting General TRM IT consulting Risk Management Consulting

Extensive Exp

Some Exp

No Exp

Aspect Enterprise

No Exp

Brady PLC

No Exp

ComFin

No Exp

Contigo

No Exp

Delta Energy Solutions

No Exp

DMS

No Exp

Eka

No Exp

EnCompass

No Exp

Energeya

No Exp

Entero

No Exp

Entrion

No Exp

iRely

No Exp

AGRIS

No Exp

JustCommodity

No Exp

Murex

No Exp

Navita

Extensive Exp

OATI

No Exp

OLF

No Exp

Pioneer Solutions

No Exp

SAS/RiskAdvisory

No Exp

SolArc

No Exp

SunGard

No Exp

Temenos

No Exp

TradePaq

No Exp

Triple Point

No Exp

Others: Not offered

Not offered

Not currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Viz

Some Exp

In house developed systems

Some Exp

Contango consulting AS focuses on providing services to the Energy & Commodity market focusing on the link between business and IT. Contango's Business assignments are: > Risk Identification, > Quantification and management, > Risk policy solutions & methodologies, > Portfolio valuation, > Reporting (P&L, exposure), > Value chain optimisation Project Management, > Business Analysis, > Workshops, > Support & Training, > System integration, > Tailor-made solutions, > Exploitation of IS/IT investments,

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

> Simplifying existing reports / procedures

Main Office: Sigurd Iversens vei 51B Oslo 0281 Norway +47 95220224

Contango's Business Areas are: > Energy, > Commodities, > Finance, > Systems development

Other locations: None Specified

Management Consultants > Risk Identification, quantification and management > Risk policy solutions & methodologies > Portfolio valuation > Reporting (P&L, exposure) > Value chain optimisation Project Consultants > Project Management > Business Analysis > Workshops > Support & Training

Representative clients: None Specified

Website address: www.contango.no

Technology Consultants > System integration > Tailor-made solutions > Exploit your IS/IT investments > Simplify existing reports / procedures

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

cronos information management consulting GmbH Weseler Straße 539 Münster 48163 Germany +49 251 3 99 66 0

Experience with the following packages Extensive experience and depth of staff Some experience and depth of staff No experience Abacus Solutions

Services Offered

Allegro Amphora

Services are currently, utilized at a client site Not currently being utilized but are available Service is not offered Services Offered

Currently utilized

Not currently utilized

Not offered

N. America

S. America

Asia-Pac

Europe

Africa

E/CTRM Software Software Selection Implementation Services CTRM or related enhancements E/CTRM Software Package Training Data Conversion Services Integration Services

Currently utilized

Not currently utilized

Currently utilized

Not offered

Other Services IS Strategy/roadmap development General TRM business consulting General TRM IT consulting Risk Management Consulting

Extensive Exp

Some Exp

No Exp

Aspect Enterprise

No Exp

Brady PLC

No Exp

ComFin

No Exp

Contigo

Some Exp

Delta Energy Solutions

No Exp

DMS

No Exp

Eka

No Exp

EnCompass

No Exp

Energeya

No Exp

Entero

No Exp

Entrion

No Exp

iRely

No Exp

AGRIS

No Exp

JustCommodity

No Exp

Murex

Extensive Exp

Navita

No Exp

OATI

No Exp

OLF

Extensive Exp

Pioneer Solutions

Some Exp

SAS/RiskAdvisory

Some Exp

SolArc

Some Exp

SunGard

Some Exp

Temenos

No Exp

TradePaq

No Exp

Triple Point

No Exp

OtherS: Currently utilized

Currently utilized

SAP EPM

Extensive Exp

Soptim

Extensive Exp

Kisters

Extensive Exp

Currently utilized

Cronos IMC is a leading German consultancy for European utilities. Their consulting expertise is focused on managing and implementing of IT projects as well as advising Front and Middle Office. In addition Cronos offer a solution to enhance the portfolio reporting processes. ETRM – Energy Trading and Risk Management With Cronos' know-how in ETRM, extensive OLF expertise and knowledge of other common ETRM software, they support the core processes from deal capturing to settlement. In addition they realise interfaces to surrounding business processes like Risk Management, Accounting, Back and Front Office, Balancing Group Management, etc. and customise the system landscape to the client’s requirements. Risk Management Due to Cronos' long experience in energy trading they know the market specific risks. They support the evaluation and implementation of ETRM systems as well as the optimisation of related business processes. Together with their clients they develop customised solutions which are fit for purpose. Portfolio Management

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

Cronos' competence reaches from the evaluation to the integration of Portfolio Management Systems (PMS). Therefore they are able to attend the complete process chain of the introduction of a PMS – with the objective of a perfect integration in existing organisations. Hedge Accounting Cronos do the business analysis to ensure that derivative trade information run seamlessly through the organisation and can be accounted with regards to IFRS/IAS. They have developed a template that works as the single interface between the ETRM system and the accounting system. Reporting Cronos understand the complexity of the transformation of data into information and they know that reporting is more than just technology. They are experts in the collection of business and technical requirements, the integration and processing of data from different sources and the implementation of business intelligence solutions in time and budget. With their solution “PortfolioReporting Suite” and a best practice proven approach they can ensure a fast and high quality implementation of a reporting solution for Front and Middle Office. OTC Clearing In the near future more and more OTC trades will be cleared centrally (ccp – central counterparty clearing). Due to possible legal obligations for utilities and therefore changing requirements in trading, treasury, settlement and reporting Cronos support from the analysis via the blueprint through the implementation of the necessary business and IT processes.

Main Office: Weseler Straße 539 Münster 48163 Germany +49 251 3 99 66 0 Other locations: Germany/Düsseldorf Germany/Munich Germany/Berlin Germany/Walldorf Austria/Vienna Representative clients: E.ON Energy Trading SE RWE Supply & Trading GmbH Mainova AG Rhein Energie AG Website address: www.cronosnet.de

+49 211 4697765 +49 89 28890524 +49 30 800932235 +49 6227 732800 +43 1 74040292

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

Deloitte & Touche LLP

Experience with the following packages

1111 Bagby, Suite 4500 Houston, TX 77002 United States 713 982 3300

Extensive experience and depth of staff Some experience and depth of staff No experience Abacus Solutions

Services Offered

Allegro Amphora

Services are currently, utilized at a client site Not currently being utilized but are available Service is not offered Services Offered

Currently utilized

Not currently utilized

Not offered

N. America

S. America

Asia-Pac

Europe

Africa

E/CTRM Software Software Selection Implementation Services CTRM or related enhancements E/CTRM Software Package Training Data Conversion Services Integration Services

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

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currently utilized

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Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Other Services IS Strategy/roadmap development General TRM business consulting General TRM IT consulting Risk Management Consulting

Extensive Exp

Some Exp

No Exp

Some Exp

Extensive Exp

Aspect Enterprise

Some Exp

Brady PLC

Extensive Exp

ComFin

No Exp

Contigo

No Exp

Delta Energy Solutions

No Exp

DMS

Some Exp

Eka

Some Exp

EnCompass

Some Exp

Energeya

No Exp

Entero

Some Exp

Entrion

No Exp

iRely

No Exp

AGRIS

No Exp

JustCommodity

No Exp

Murex

Some Exp

Navita

Some Exp

OATI

Some Exp

OLF

Extensive Exp

Pioneer Solutions

No Exp

SAS/RiskAdvisory

Some Exp

SolArc

Extensive Exp

SunGard

Extensive Exp

Temenos

Extensive Exp

TradePaq

Some Exp

Triple Point

Extensive Exp

Others: Currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Egistics

Some Exp

ZE Power

Some Exp

Data Genics

Some Exp

Deloitteâ&#x20AC;&#x2122;s Commodity Trading and Risk Management offers a full range of specialized services to help energy companies assess, design, and implement commodity risk management solutions in the wholesale and retail sectors across oil, natural gas, refined products, power, coal and emissions and other commodity markets. Professionals are located in US, Canada, UK, Spain, Czech Republic, Singapore and Austria and provide services in trading, risk management, asset optimization, deal valuation, portfolio management, energy accounting, logistics, settlements, and the supporting technology strategy and solutions. They offer in-depth business and technical skills in: transaction strategy; risk policy, governance, and trading performance; transacting controls and business process design and review; CTRM IT strategy, selection and implementation; data analytics, data warehousing, systems integration and management reporting; organizational, business and finance transformation services; operational, market, credit and enterprise risk management; quantitative model review and development; regulatory (ie., Dodd-Frank Act, FERC, NERC, CFTC, FSA, Singapore Authority); energy derivative accounting, and tax technology and advisory services; and culture assessment and change management. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

Services Deloitte member firms offer clients a broad range of audit, consulting, financial advisory, risk, and tax services. Their client service teams, under the leadership of a Lead Client Service Partner, help create powerful business solutions for organizations operating anywhere in the world. This integrated approach combines insight and innovation from multiple disciplines with business knowledge and industry expertise to help Deloittes clients exceed their expectations. The newest client service offering: As One, the discipline of collective leadership, aims to help managers solve a specific and timeless leadership challenge—how to get large numbers of individuals working together to achieve a shared purpose. So whether a company is just starting up or is on the verge of becoming a global powerhouse, Deloitte member firm professionals can help to manage and sustain that company’s growth.

Main Office: 1111 Bagby, Suite 4500 Houston, TX 77002 United States 713 982 3300 Other locations: Canada/Calgary UK/London Spain/Madrid Czech Republic France

> In-depth perspectives based on years of experience serving top clients in a full range of industries > A micro-approach that provides insight at both the sector and subsector level > Proprietary research and cutting-edge thought leadership > Targeted benchmarking and competitive analyses Please consult Deloittes' individual industry pages to learn more about their offerings.

+34 915145000x1655

+420 246 042 361

Representative clients: Contact Deloitte for more information on the clients they serve.

In addition, Deloitte's member firms offer services distinct to their practice Industries Deloitte know that their clients need more than a functional solution to their business problems—they also need real industry insight. Deloitte member firms can deliver this expertise and more, offering:

+1 403 267-0569 +44 113 292 1219

Website address: www.deloitte.com

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

ENITE

Experience with the following packages

101 W 13th Street Houston, Texas 77008 United States 1-888-964-9559

Extensive experience and depth of staff Some experience and depth of staff No experience Abacus Solutions

Services Offered

Allegro Amphora

Services are currently, utilized at a client site Not currently being utilized but are available Service is not offered

Aspect Enterprise

Currently utilized

Brady PLC

Not currently utilized

ComFin

Not offered

Contigo Services Offered

N. America

S. America

Asia-Pac

Europe

Africa

Delta Energy Solutions DMS

E/CTRM Software Software Selection Implementation Services CTRM or related enhancements E/CTRM Software Package Training Data Conversion Services Integration Services

Eka Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

EnCompass Energeya Entero Entrion iRely AGRIS JustCommodity Murex

Navita Currently utilized

Not currently utilized

Not offered

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

OATI OLF Pioneer Solutions SAS/RiskAdvisory SolArc SunGard Temenos TradePaq Triple Point

Other Services IS Strategy/roadmap development General TRM business consulting General TRM IT consulting Risk Management Consulting

Extensive Exp

Some Exp

No Exp

Extensive Exp

Some Exp

No Exp

Extensive Exp

No Exp

Some Exp

Extensive Exp

No Exp

Extensive Exp

Others: Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Enite delivers a structured approach of identifying and quantifying issues, while ensuring that the key operational levers of an organization are considered: Organization, Process and Technology. Their tactical approach and experienced team help provide insight, define the problem, formulate the solution, and deliver the resulting improvements. Enite think creatively and partner with their clients to solve their toughest challenges by being honest, objective, and experienced. Business Operations ENITE’s team is skilled at assessing our clients’ operations, leveraging both business and technological understanding to provide executive visibility into an organization’s weaknesses and opportunities. Understanding those capabilities and where to focus improvement efforts allows their clients to capitalize on market changes as they occur and ensure operational support for their organization’s growth strategy. Some of the operational solutions Enite assist with include: > Evaluate and optimize business processes to minimize operational risks and reduce processing costs > Design and implement a corporate risk-management function > Develop risk policies, processes and systems > Review operational risk exposures across the company and identify high risk concentrations. Perform cost/benefit analysis of reducing identified risks. Project Management

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

ENITE works with their clients to ensure the successful definition and delivery of their business and IT programs, no matter how large or small the objective. Enites straightforward and collaborative approach injects energy, direction and discipline into the program lifecycle, balancing methodology with practical experience. The functional areas where Enite serve their clients include: > Program Management. > Project Management

Main Office: 101 W 13th St Houston, Texas 77008 United States 1-888-964-9559 Other locations: None Specified

Market Operations ENITE’s team includes industry experts across commodities and industry segments able to bring relevant insight and experience to their efforts. They depend on and provide subject-matter experts across every facet of energy trading with the requisite commodity expertise to support client needs. Their expertise include: > Strategic Planning and Situational Analysis > Impact Assessments > Regulatory & Compliance Assessment

Representative clients: Vertically Integrated Oil Companies Utilities Energy Merchants Midstream Companies Website address: http://www.enitegroup.com

Information Technology ENITE’s methodical approach to understanding their clients’ business needs, in conjunction with their hands-on experience and knowledge of the IT landscape allow them to develop effective long-term technology solutions. Some of the functional areas in which they serve clients: > IT Architecture > IT Cost > IT Governance & Organization > IT Operations > Outsourcing

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

everis

Experience with the following packages

Avenida de Manoteras 52 Madrid 28050 Spain +34 91 749 00 00

Extensive experience and depth of staff Some experience and depth of staff No experience Abacus Solutions

Services Offered

Allegro Amphora

Services are currently, utilized at a client site Not currently being utilized but are available Service is not offered

Aspect Enterprise

Currently utilized

Brady PLC

Not currently utilized

ComFin

Not offered

Contigo Services Offered

N. America

S. America

Asia-Pac

Europe

Africa

Delta Energy Solutions DMS

E/CTRM Software Software Selection Implementation Services CTRM or related enhancements E/CTRM Software Package Training Data Conversion Services Integration Services

Eka Currently utilized

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

EnCompass Energeya Entero Entrion iRely AGRIS JustCommodity Murex

Navita Currently utilized

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

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Not offered

Currently utilized

Not offered

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Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

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Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

OATI OLF Pioneer Solutions SAS/RiskAdvisory SolArc SunGard Temenos TradePaq Triple Point

Other Services IS Strategy/roadmap development General TRM business consulting General TRM IT consulting Risk Management Consulting

Extensive Exp

Some Exp

No Exp

Some Exp

No Exp

Others: Currently utilized

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

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Not offered

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CORPORATE BUSINESS LINES everis business consulting carries out strategic corporative, business and process engineering projects. Their activity focuses on business sector knowledge in service innovation and specialization. Trading service is included in one of their five bussines lines: everis solutions is dedicated to defining, designing and implementing technological solutions and also to the management and operation of outsourcing services (applications, infrastructures and procedures). They use methodologies that ensure quality at every stage, transfer of production to high performance centers and functional and technological specialization UTILITIES & ENERGY OFFER - Electricity (CRM, Commercial strategy, Free market systems and customized management, Process optimization, Implementation of financial acquisition management, Client, Switchingâ&#x20AC;&#x201C; Relationship management, Incident management, Quality of electricity supply, CO2 management systems, Plant maintainance, ATR billing, Project and quality, fices - Gas (Selection of tools, Financial management, Re-engineering supply processes, Investment management, Support, auditing and reporting of a company FICO and SAP R/3, Management of COBIT based programmes, Masterplan for IT and re-introduction of Siebel CRM, Definition of organizational models, Implementation of various modules of SAP (HR, FI, CO, PM, TR), Project control and management, Definition and implementation of project management methodology, Balance of gas distribution network.

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

- Oil (CO2 trading, Trading and transport of oil and its derivatives, Management of service stations, Businessl cycle management, Strategy planning, GLP process models, Production planning, Project management, Financial models and systems, Re-engineering of financial processes, Architecture technology and Portals, Data warehouse - Water and residues (Estimation re-engineering of business cycle processes and their implementation, Management model by indicators, Drawing up of business plans, Drawing up of system plans, Processes and organization diagnostics, customer service systems, financial/economic services, Designing of data model and methodology for GIS implementation, Trade consolidation, Roll-out of human resources system, Implementation of systems for management of employee services INTERNATIONAL SERVICE TRADING The everis Utilities & Energy unit, recognizing the importance and needs of this sector, has created the Internacional Trading Service with over 30 consultants. This service provides businesses engaged in energy trading (and/or related activities) with a team of dedicated professionals who can offer appropriate solutions to meet their needs: process modeling and optimization, systems plan, gap analysis and tool selection, training, integration with internal and external systems, development and implementation of customized ETRM solutions, parameterization and implementation of ETRM business solutions, business intelligence, internacional trading service description of the service As the number of large energy companies within any one country that carry out trading (gas, electricity, crude or CO2) is limited it seems logical to provide a worldwide service. Taking this into account, along with experience gained in Spain, everis intends to take part in projects implementing ETRM solutions working together with vendors in any country of the world.

Main Office: Avenida de Manoteras 52 Madrid 28050 Spain +34 91 749 00 00 Other locations: Barcelona (Spain) Sevilla (Spain) Roma (Italy) Milan (Italy) Lisboa (Portugal)

+ 34 93 494 77 00 + 34 95 498 97 10 + 39 06996991 + 39 027623231 + 35 1213301020

Representative clients: Iberdrola, EON, Hera, EDP, Endesa, Chilectra Gas Natural, Metrogas, Enagas, Naturgas Repsol, YPF, Pemex, Ecopetrol, Petrox Canal De Isabel Ii, Emasesa, Epsar Website address: http://www.everis.com

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

Indra Sistemas

Experience with the following packages

Avda. de Bruselas 35 Alcobendas - Madrid 28108 Spain +34 914805000

Extensive experience and depth of staff Some experience and depth of staff No experience Abacus Solutions

Services Offered

Allegro Amphora

Services are currently, utilized at a client site Not currently being utilized but are available Service is not offered Services Offered

Currently utilized

Not currently utilized

Not offered

N. America

S. America

Asia-Pac

Europe

Africa

E/CTRM Software Software Selection Implementation Services CTRM or related enhancements E/CTRM Software Package Training Data Conversion Services Integration Services

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

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Currently utilized

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Currently utilized

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Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Other Services IS Strategy/roadmap development General TRM business consulting General TRM IT consulting Risk Management Consulting

Extensive Exp

Some Exp

No Exp

Extensive Exp

No Exp

Aspect Enterprise

No Exp

Brady PLC

No Exp

ComFin

No Exp

Contigo

Some Exp

Delta Energy Solutions

No Exp

DMS

No Exp

Eka

No Exp

EnCompass

No Exp

Energeya

No Exp

Entero

No Exp

Entrion

No Exp

iRely

No Exp

AGRIS

No Exp

JustCommodity

No Exp

Murex

No Exp

Navita

No Exp

OATI

No Exp

OLF

No Exp

Pioneer Solutions

No Exp

SAS/RiskAdvisory

No Exp

SolArc

No Exp

SunGard

Some Exp

Temenos

No Exp

TradePaq

No Exp

Triple Point

No Exp

Others: Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

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Not currently utilized

Indra is a global technology, innovation and talent company, on the cutting edge of high value-added solutions and services and which operates in more than 110 countries and has more than 31,000 employees worldwide. In 2010, group revenue reached €2.56bn. The company's knowledge of the different sectors in which it operates (Transport and Traffic, Energy and Industry, Public Administration and Healthcare, Financial Services, Security and Defence, and Telecom and Media) has allowed it to develop innovative solutions that have successfully met the expectations of their customers. Based on a combination of electronics, communications and information technology, Indras' solutions contribute intelligence to different infrastructures in order to respond to the new challenges and problems facing their customers and improve their financial, social and environmental performance, thereby ensuring their long-term sustainability. The following are among Indra’s main references: • A third of the world’s air traffic is managed by countries that use systems developed by Indra for air traffic management. • Some of the world’s main underground railway systems (Madrid, Barcelona, Shanghai, Athens...), use state-of-the-art ticketing systems developed by the company. • There are a lot of countries that have entrusted Indra with their electoral processes; • The air defence network of the Spanish State has been developed using Indra technology

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

Implementing ETRM Systems Indra: - Establishment of a Knowledge Centre experienced in implementing market ETRM systems (Energy Trading & Risk Management) - Developing best practices, functional and technical project support, training centre. - Arranging alliances with system manufacturers (Allegro, Contigo, Sungard, LIM, etc.) Functionalities covered by Indra projects: - Data and time series management systems - Commodity trading management systems : Electricity, Natural Gas and LNG, Petroleum and other derivatives, Coal, Bio-fuels and other commodities, Financial derivatives - Contract and trade management - Logistic management and nominations - Optimizing and managing risks - Settlements, invoicing and accounting - Reports and risk control Indra has organized and put in place an ETRM Competence Center with the following characteristics: - Competencies: Alliances management with products developers, Development of best practices, Functional and technical support to Projects, Training Center, First level support to Clients - Localization: Madrid (Central), LatAm (Bogotรก, Sao Paulo), Europe (Prague), ASPAC (Manila) - Resources: 40+ certified consultants with specific experience in ETRMs: Senior Consultants / Project Managers (+10 years experience), Functional Analysts (+6 years experience), Technical Consultants (+6 years experience)

Main Office: Avda. de Bruselas 35 Alcobendas - Madrid 28108 Spain +34 914805000 Other locations: Czech Republic / Prague Brazil / Sao Paulo Colombia / Bogotรก USA / Miami Philippines / Manila Representative clients: ECOPETROL (Colombia) Repsol (USA) Gas Natural Fenosa (Spain) ENDESA (Spain) Website address: www.indracompany.com

+420 246 085 700 +55 11 5186-3000 +57 1 646 36 00 +1 305 373 7749 +63 26 20 38 88

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

KPMG LLP

Experience with the following packages

811 Main Street Houston, TX 77002 USA 713-319-3425

Extensive experience and depth of staff Some experience and depth of staff No experience Abacus Solutions

Services Offered

Allegro Amphora

Services are currently, utilized at a client site Not currently being utilized but are available Service is not offered Services Offered

Currently utilized

Not currently utilized

Not offered

N. America

S. America

Asia-Pac

Europe

Africa

E/CTRM Software Software Selection Implementation Services CTRM or related enhancements E/CTRM Software Package Training Data Conversion Services Integration Services

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Not offered

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

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Not currently utilized

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Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Not offered

Not currently utilized

Not offered

Other Services IS Strategy/roadmap development General TRM business consulting General TRM IT consulting Risk Management Consulting

Extensive Exp

Some Exp

No Exp

Extensive Exp

Aspect Enterprise

No Exp

Brady PLC

No Exp

ComFin

No Exp

Contigo

No Exp

Delta Energy Solutions

Some Exp

DMS

No Exp

Eka

Some Exp

EnCompass

No Exp

Energeya

No Exp

Entero

No Exp

Entrion

No Exp

iRely

No Exp

AGRIS

No Exp

JustCommodity

No Exp

Murex

Some Exp

Navita

No Exp

OATI

Some Exp

OLF

Extensive Exp

Pioneer Solutions

No Exp

SAS/RiskAdvisory

Some Exp

SolArc

Extensive Exp

SunGard

Extensive Exp

Temenos

Some Exp

TradePaq

No Exp

Triple Point

Extensive Exp

Others: Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Other - RMI

Some Exp

Other - Quorum

Some Exp

Other - Woodlands Solutions

Some Exp

KPMG international operates as a network of member firms offering audit, tax and advisory services. They work closely with their clients, helping them to mitigate risks and grasp opportunities. Member firms' clients include business corporations, governments and public sector agencies and not-for-profit organizations. They look to KPMG for a consistent standard of service based on high order professional capabilities, industry insight and local knowledge. KPMG member firms can be found in over 150 countries. Collectively they employ more than 138,000 people across a range of disciplines. Sustaining and enhancing the quality of this professional workforce is KPMG’s primary objective. Wherever KPMG operate they want their firms to be no less than the professional employers of choice. Their people embrace KPMG’s values. These values determine how they interact with their clients, with each other and with the world around them. They define what we stand for and how we do things. KPMG contribute to the effective functioning of international capital markets. They support reforms that strengthen the markets’ credibility and their social responsibility. KPMG believe that similar reform must extend to the professional realm.

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

KPMG tries to create sustainable, long-term economic growth, not just for their member firms and their clients but for the broader society, too. They seek to be a good corporate citizen, making a real difference to the communities in which they operate. Specific services around commodity risk, reporting and systems include: Assessment • Assess the capability of the existing risk applications and tools to support functional business requirements and align with industry practices • Conduct detailed analysis of transaction flow from front- to backoffice systems • Assess processes and controls within risk applications and reporting systems

Main Office: 811 Main St. Houston, TX 77002 USA 713-319-3425 Other locations: Sydney, Australia London, United Kingdom Munchen, Germany

Representative clients: None Specified

• Assess adequacy of the current system to support new or existing reporting requirements Website address: www.kpmg.com

Evaluation, Selection, and Implementation • Analyze compatibility of existent IT system and system architecture and planned system implementations • Identify business and functional requirements, establish vendor RFP, and facilitate vendor demonstrations • Assist management to identify and select commodity risk management systems, analytics, or models • Provide necessary support during front-, middle-, and back-office system implementations

+61 2 9335 7729 +44 20 76945438 +49 89 9282-1370

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

MapleRisk

Experience with the following packages

14-16 Dowgate Hill LONDON EC4R 2SU United Kingdom +44 20 3137 2872

Extensive experience and depth of staff Some experience and depth of staff No experience Abacus Solutions

Services Offered

Allegro Amphora

Services are currently, utilized at a client site Not currently being utilized but are available Service is not offered Services Offered

Currently utilized

Not currently utilized

Not offered

N. America

S. America

Asia-Pac

Europe

Africa

E/CTRM Software Software Selection Implementation Services CTRM or related enhancements E/CTRM Software Package Training Data Conversion Services Integration Services

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Other Services IS Strategy/roadmap development General TRM business consulting General TRM IT consulting Risk Management Consulting

Extensive Exp

Some Exp

No Exp

Aspect Enterprise

No Exp

Brady PLC

No Exp

ComFin

No Exp

Contigo

No Exp

Delta Energy Solutions

No Exp

DMS

No Exp

Eka

No Exp

EnCompass

No Exp

Energeya

No Exp

Entero

No Exp

Entrion

No Exp

iRely

No Exp

AGRIS

No Exp

JustCommodity

No Exp

Murex

Extensive Exp

Navita

No Exp

OATI

No Exp

OLF

Some Exp

Pioneer Solutions

No Exp

SAS/RiskAdvisory

No Exp

SolArc

Some Exp

SunGard

Some Exp

Temenos

No Exp

TradePaq

No Exp

Triple Point

No Exp

Others: Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

Currently utilized

Not offered

MapleRisk is a team of capital markets practitioners with a dedicated commodities and ETRM practice. MapleRisk provides trading technology and business consultancy services to institutional clients including global hedge funds, asset managers, banking institutions, utilities and major integrated energy companies. Their clients come to MapleRisk because their team comprises sought-after practitioners with a proven track record delivering complex trading solutions. MapleRisk are dedicated to helping their clients reach their full potential and to thrive in some of the most demanding trading environments in today's capital markets. Together, they work with their clients to empower and support them in achieving continual and sustainable improvement in their trading infrastructure and act as an enabler for innovative business strategies. Value Proposition • Substantial cost savings achieved through transition to a focused team of specialists. • A single point of accountability for business support and release management. • Enforceable commercial contract built on commitment to delivery. • Extract maximum value from the vendor by greater cooperation in value-added developments and release management. • Leverage the application to support business growth and realize operational efficiency.

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

Energy Trading and Risk Management (ETRM) • Deep understanding of front-to-back energy trading and risk management • Expert quantitative support to develop exotic and structured products • Enabler for innovative business strategies through bespoke solutions Whether it's a case of application portfolio consolidation by implementing a single integrated platform or deploying the best of breed solution for complex derivatives products, we can offer practical and robust design and implementation services. MapleRisk have a proven track record of delivering ETRM solutions to over 10 international energy derivatives desks over the current decade. Drawing from their experience, they fully understand the critical impact of stability and integration of the trading platform on risk management and profitability. MapleRisk go beyond providing services just for standard products tackling the most challenging development and integration requirements to meet the evolving needs of a high margin exotics business. ETRM Services: System implementation and integration, Post Implementation Remediation, Process Design for New Activities, Business Transformation Management, Business Process Optimisation and Reengineering, Regulatory Requirements Analysis, Risk Management, Analytics and Model Validation, Quantitative Assurance and Support, Project Management of Exotic and Structured Products Initiatives, Technical Infrastructure Analysis and Optimisation. ETRM Subject Matter Expertise: Pricing and pre-deal analytics of Oil, Gas, Freight, Power, Soft Commodities, Precious and Base Metals Derivatives, and Structured Products. Market Parameters Architecture, VAR, Scenario Analysis, Management Information and Position Reporting Best Practice

Main Office: 14-16 Dowgate Hill LONDON EC4R 2SU United Kingdom +44 20 3137 2872 Other locations: USA / New York

Representative clients: IntesaSanPaolo BP Noble Energy Triland Metals Website address: www.maplerisk.com

+1 212 551 3635

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

Mercatus Energy Advisors

Experience with the following packages

3333 Richmond Avenue, Suite 300 Houston, TX 77098 USA 713.970.1003

Extensive experience and depth of staff Some experience and depth of staff No experience Abacus Solutions

Services Offered

Allegro Amphora

Services are currently, utilized at a client site Not currently being utilized but are available Service is not offered Services Offered

Currently utilized

Not currently utilized

Not offered

N. America

S. America

Asia-Pac

Europe

Africa

E/CTRM Software Software Selection Implementation Services CTRM or related enhancements E/CTRM Software Package Training Data Conversion Services Integration Services

Not offered

Other Services IS Strategy/roadmap development General TRM business consulting General TRM IT consulting Risk Management Consulting

Extensive Exp

Some Exp

No Exp

Aspect Enterprise

Some Exp

Brady PLC

No Exp

ComFin

No Exp

Contigo

No Exp

Delta Energy Solutions

No Exp

DMS

No Exp

Eka

No Exp

EnCompass

No Exp

Energeya

No Exp

Entero

No Exp

Entrion

No Exp

iRely

No Exp

AGRIS

No Exp

JustCommodity

No Exp

Murex

No Exp

Navita

No Exp

OATI

No Exp

OLF

No Exp

Pioneer Solutions

Some Exp

SAS/RiskAdvisory

No Exp

SolArc

Some Exp

SunGard

Some Exp

Temenos

No Exp

TradePaq

No Exp

Triple Point

No Exp

Others: Not offered

Not offered

Currently utilized

Not currently utilized

Not offered

Currently utilized

Not currently utilized

Mercatus Energy Advisors is an energy trading and risk management advisory firm serving crude oil and natural gas producers, commercial and industrial energy consumers, energy marketing and trading companies, refiners and processors, institutional investors and professional services firms. Their service offerings include energy trading and risk management consulting, outsourced energy trading, risk management, procurement & hedging services, bespoke research, education & training and audit & litigation support. Their client base includes crude oil & natural gas producers, commercial & industrial energy consumers, energy marketing & trading companies and refiners & processors, as well as financial institutions, institutional investors and accounting, consulting & legal firms. Mercatus Energy Advisors provides energy producers, marketers and end-users, as well as financial institutions, institutional investors and professional service firms, with the following suite of services, all of which are tailored to meet the specific needs of each client. Advisory & Strategy - They provide their clients with independent, unbiased analysis and advice regarding energy market risk and assisting their clients with the development of corporate hedging policies related to establishing and managing an energy hedging program. They create effective and understandable energy hedging strategies that satisfy the unique needs of each client and eliminate inherent conflicts of interest that are often associated with energy suppliers and financial institutions marketing energy derivatives to their customers.

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

Hedging & Trading - Mercatus Energy Advisors regularly assists their clients with execution and management of hedging transactions for a wide range of commodities and many energy hedging products which might be utilized. Energy Commodity Procurement - Mercatus Energy A97nergy procurement services includes, Diesel Fuel, Electricity, Fuel oil, Gasoline, Heating oil, Jet fuel, Natural gas and NGLs - Propane, Natural Gasoline, Ethane and Butane.

Main Office: 3333 Richmond Avenue, Suite 300 Houston, TX 77003 USA 713.970.1003 Other locations: None Specified

Energy Commodity Marketing - They provide energy marketers and producers with the strategies, support and tools that enable clients to market energy derivatives and to manage the associated risks on a wide range of energy commodities. Research & Analysis - Mercatus Energy Advisors provides energy producers, marketers and consumers, as well as accounting firms, management consulting firms, financial institutions, and institutional investors, with bespoke analysis and research regarding various aspects of energy hedging, marketing, procurement, quantitative analysis, risk management and trading Education & Seminars - Their seminars include, Introduction to Crude Oil Hedging, Energy Hedging for the Industrial Energy Consumer, Advanced Natural Gas Hedging, Diesel Fuel Hedging & Procurement, Propane Hedging & Marketing, Marketing Energy Derivatives to Producers & End-Users, Introduction to Energy Risk Management and Jet Fuel Hedging for Cargo Airlines. Audit & Litigation Support - Mercatus Energy Advisors provides service firms with, Expert Witnesses, Audit Support, Litigation Support, ASC 815 (formerly FAS 133), ASC 820 (formerly FAS 157) and IAS 39 support, Third-party valuation of energy derivatives, Hedge effectiveness testing, Independent due diligence and analysis, among others.

Representative clients: None Specified

Website address: www.mercatusenergy.com

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

Opportune LLP

Experience with the following packages

711 Louisiana Street Suite 1700 Houston, TX 77002 USA +1 713-490-5050

Extensive experience and depth of staff Some experience and depth of staff No experience Abacus Solutions

Services Offered

Allegro Amphora

Services are currently, utilized at a client site Not currently being utilized but are available Service is not offered Services Offered

Currently utilized

Not currently utilized

Not offered

N. America

S. America

Asia-Pac

Europe

Africa

E/CTRM Software Software Selection Implementation Services CTRM or related enhancements E/CTRM Software Package Training Data Conversion Services Integration Services

Extensive Exp

Not currently utilized

Currently utilized

Not currently utilized

Extensive Exp

Not currently utilized

Currently utilized

Not currently utilized

Extensive Exp

Not currently utilized

Currently utilized

Not currently utilized

Extensive Exp

Not currently utilized

Currently utilized

Not currently utilized

Extensive Exp

Not currently utilized

Currently utilized

Not currently utilized

Extensive Exp

Not currently utilized

Currently utilized

Not currently utilized

General Staff Augmentation Project Management Capture of external/internal data feeds Data Warehouse construction Optimization Development of a custom E/CTRM solution

Extensive Exp

Not currently utilized

Currently utilized

Not currently utilized

Extensive Exp

Not currently utilized

Currently utilized

Not currently utilized

Extensive Exp

Not currently utilized

Currently utilized

Not currently utilized

Extensive Exp

Not currently utilized

Currently utilized

Not currently utilized

Extensive Exp

Not currently utilized

Currently utilized

Not currently utilized

Extensive Exp

Not currently utilized

Currently utilized

Not currently utilized

Extensive Exp

Not currently utilized

Currently utilized

Not currently utilized

No Exp

Contigo

Some Exp

Delta Energy Solutions

No Exp

DMS

No Exp

EnCompass Energeya Entero

General TRM business consulting General TRM IT consulting Risk Management Consulting

Some Exp Extensive Exp

No Exp Some Exp

Entrion

No Exp

iRely

No Exp

AGRIS

No Exp

OATI OLF Pioneer Solutions SAS/RiskAdvisory SolArc SunGard Temenos Triple Point

Other Services

Extensive Exp

Some Exp

TradePaq

IS Strategy/roadmap development

Extensive Exp

ComFin

Navita Extensive Exp

No Exp

Some Exp

Murex Business Process Consulting

No Exp

Brady PLC

JustCommodity E/CTRM Software Related

Some Exp

Aspect Enterprise

Eka Extensive Exp

Extensive Exp

No Exp Some Exp

Some Exp Extensive Exp Extensive Exp

No Exp Extensive Exp

Extensive Exp

Some Exp

No Exp Extensive Exp

Others: Currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Founded in 2005, Opportune LLP is an independent consultancy focused on the energy industry. They are led by seasoned professionals with senior executive experience in major energy and consulting firms. Opportune serve clients in North America and throughout the world from their headquarters in Houston, and satellite offices in Denver and London. Using their extensive knowledge of all sectors of the energy industry, Opportune work with clients to provide comprehensive solutions to their operational and financial challenges. Across energy segments, our practice areas include corporate finance, complex financial reporting, process and technology, strategy and organization, dispute resolution, enterprise risk, tax and outsourcing. Opportune are unique in that they have the deep energy expertise of a much larger firm, but the nimbleness of a smaller firm that can deliver effective results in a more personalized and timely fashion. their mission statement is simple, but directed: to add value to their clients. They work as one firm keeping their core values at the helm: integrity, quality, teamwork and professionalism. Opportune is a full-service consultancy that takes a proactive approach to delivering results to energy companies of all sizes. While their service lines are divided into core practice areas, they work collaboratively â&#x20AC;&#x201D; as a single firm â&#x20AC;&#x201D; to offer comprehensive solutions to their clients. Their core practice areas include: Copyright 2011 UtiliPoint International, Inc.

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

Corporate Finance Opportune offer their clients all the knowledge and resources that come with a seasoned staff deep in energy-industry specializations and financial acumen. Complex Financial Reporting Their professionals are seasoned experts with decades of collective experience in structuring and reporting transactions in the energy sector. Process & Technology Business management and technology are core competencies of Opportune’s consultants. Their deep knowledge of the energy markets — gained from their collective line management and leadership experience at major energy companies and significant experience with the world’s leading consultancies — makes them well suited to advise and effect results across business processes and technology. Strategy & Organization Opportune helps energy businesses develop strategic business plans that are sustainable and profitable while minimizing risk. Dispute Resolution Opportune works with attorneys and their clients in the early stages of a case to help determine whether settlement, mediation, arbitration, litigation or a combination of these methods is the most appropriate and cost-effective solution. Enterprise Risk Their seasoned experience in risk analysis enables Opportune to identify potential points of vulnerability, while their expertise in evaluating and testing policy and procedure documentation works to improve existing business processes. Tax Opportune provides comprehensive tax solutions for businesses that require strategic or tactical tax support. Outsourcing Opportune’s oil and gas back office has been streamlining transactional operations for energy companies for more than a decade. Opportune has the industry experience, best practice expertise and high-quality technology necessary to function as a full-service back office.

Main Office: 711 Louisiana Street Suite 1700 Houston, TX 77002 USA +1 713-490-5050 Other locations: Outsourcing Office (Texas) Denver Office London Office

+1 713.772.0664 +1 303.606.7576 +44 20 7849 3110

Representative clients: Refiner/Marketers Investment Banks and Hedge Funds Exploration & Production (Oil and Gas) Gas/Power Merchant Energy and Utilities Website address: www.opportune.com

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

Phoenix Financial Risk Management

Experience with the following packages

Level 5, T&G Building, 141 Queen Street Brisbane, Queensland 4000 Australia +61 424 301 348

Extensive experience and depth of staff Some experience and depth of staff No experience Abacus Solutions

Services Offered

Allegro Amphora

Services are currently, utilized at a client site Not currently being utilized but are available Service is not offered Services Offered

Currently utilized

Not currently utilized

Not offered

N. America

S. America

Asia-Pac

Europe

Africa

E/CTRM Software Software Selection Implementation Services CTRM or related enhancements E/CTRM Software Package Training Data Conversion Services Integration Services

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Not offered

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Not offered

Not currently utilized

Currently utilized

Not currently utilized

Other Services IS Strategy/roadmap development General TRM business consulting General TRM IT consulting Risk Management Consulting

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Extensive Exp

Some Exp

No Exp

Extensive Exp

No Exp

Aspect Enterprise

No Exp

Brady PLC

No Exp

ComFin

No Exp

Contigo

No Exp

Delta Energy Solutions

No Exp

DMS

Some Exp

Eka

No Exp

EnCompass

No Exp

Energeya

No Exp

Entero

No Exp

Entrion

No Exp

iRely

No Exp

AGRIS

No Exp

JustCommodity

No Exp

Murex

Some Exp

Navita

No Exp

OATI

No Exp

OLF

Extensive Exp

Pioneer Solutions

No Exp

SAS/RiskAdvisory

No Exp

SolArc

No Exp

SunGard

Some Exp

Temenos

No Exp

TradePaq

No Exp

Triple Point

Some Exp

Others:

Extensive Exp

Jetstream

Extensive Exp

EnergyPoint

Extensive Exp

EnergyOne

Some Exp

SimEnergy

Extensive Exp

Phoenix is a specialist consulting company focused on risk management of financial exposures. They focus particularly on the energy market providing market and credit risk management strategies, polices, procedures, analytics and associated reporting and systems. They consult within the resources, commodities, utilities, financial services and commercial products industries. Phoenix operates under four principles of Risk Management • Embrace Risk optimisation to discover the competitive advaqntage in a business • Take a new millenium aproach to risk management and regulation • Understnad the human element within a risk culture • Recognise Risk Management combines both art and science Phoenix provides consulting services on the following: • Risk Management Framework, Strategy, Policy , Process and Regulatory Reporting • Organizational Risk Culture and Behavioural Programs • Trading and Risk Management & Treasury Systems Implementation

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

• Treasury and Middle Office Design & Implementations • Financial Instrument Valuation and Modelling Their client base: • Electricity retailers, generators and distributors including regulatory bodies • Medium to large corporate treasuries with energy, commodity, foreign exchange, interest rate and credit risk exposures • Financial Services industry including mid-tier banks and hedge funds • Industry focus includes energy markets, resources, utilities, financial services, airlines and retail products. Value provided to clients from their services:

Main Office: Level 5, T&G Building, 141 Queen Street Brisbane, Queensland 4000 Australia +61 424 301 348 Other locations: Singapore Malaysia Hong Kong

Representative clients: None Specified

• Firm-wide integrated and risk appetite related metrics for monitoring risk positions on a real-time basis. • Development of a relevant risk culture to enable stronger collaboration across the organisation and effective implementation of risk policies • Detailed understanding of individual risks, risk impact on operations and effectiveness of different risk strategies • Assurance over the robustness of risk management monitoring and reporting by benchmarking current tools and metrics employed to industry best practice and regulation • Specialist guidance on risk management system selection and implementations based on functional and technical requirements

Website address: www.phoenixfrm.com

+61 409 890 502 +61 409 890 502 +61 409 890 502

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

Sapient Global Markets

Experience with the following packages

1111 Bagby Street, Suite 1950 Houston, TX 77002 USA +1 713 493 6880

Extensive experience and depth of staff Some experience and depth of staff No experience Abacus Solutions

Services Offered

Allegro Amphora

Services are currently, utilized at a client site Not currently being utilized but are available Service is not offered Services Offered

Aspect Enterprise

Currently utilized

Brady PLC

Not currently utilized

Not offered

N. America

S. America

Asia-Pac

Europe

Africa

Software Selection Implementation Services CTRM or related enhancements E/CTRM Software Package Training Data Conversion Services Integration Services

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

General Staff Augmentation Project Management Capture of external/internal data feeds Data Warehouse construction Optimization Development of a custom E/CTRM solution

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

No Exp

General TRM business consulting General TRM IT consulting Risk Management Consulting

No Exp Some Exp

EnCompass

No Exp

Energeya

No Exp

Entero

No Exp

Entrion

No Exp

iRely

No Exp

AGRIS

No Exp No Exp Extensive Exp

Navita

No Exp

OATI

No Exp

OLF Pioneer Solutions SAS/RiskAdvisory SolArc SunGard Temenos Triple Point

Other Services

No Exp Some Exp

No Exp

TradePaq

IS Strategy/roadmap development

Some Exp

Delta Energy Solutions

Murex Business Process Consulting

Some Exp

No Exp

JustCommodity E/CTRM Software Related

No Exp

Contigo

Eka Currently utilized

No Exp

ComFin

DMS E/CTRM Software

Extensive Exp

Some Exp

Extensive Exp

No Exp Some Exp

Extensive Exp

Some Exp

No Exp Extensive Exp

Others: Currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Sapient Global Markets provides firms trading energy and commodities with the guidence and expertise they need to respond to new opportunities and competitive pressures. They support physical and financial trading activity, pipeline operations and portfolio optimization across crude, refined products, natural gas, power, metals, emissions and other commodities. With an end-to-end solution that includes technology, advisory, program management, analytics and operation services, Sapient Global Markets helps firms establish the infrastructure and business processes required to make informed decisions and swiftly execute them across their front-to-back business and operating models. Sapients' full range of services can help improve operational transparency, data management, integrated risk management, capabilities and front-to-back scalability. They uniquiely bring all five disciplines together to holistically address the complex issues and challenges facing companies in the commodities trading ecosystem. Technology Sapient Global Markets helps implement energy trading and risk management (ETRM) platforms in unique ways that incorporate behavioral and computational modeling for better results. They also provide a wide range of additional support around industry leading

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

software, such as OpenLink, SolArc, Murex and Allegro. Their services cover package evaluation and selection, implementation, integration and ongoing technology support. Advisory Sapients strategists, front- to back-office business consultants, change managers, and functional and data architects utilize deep financial, analytical, industry and business process skills to help firms improve stakeholder value, build trust and boost performance. They do this through thorough technology and process audits, target operating model definitions, post merger integration and business expansion planning. Analytics Sapient use quantitative analysis to help optimize portfolios and assess risk in order to create better risk management strategies. Their pricing and risk management support addresses credit and market risk implementations, pricing data management and risk analytics. Program Management Sapientâ&#x20AC;&#x2122;s Program Management Office (PMO) ensures a consistent approach across a portfolio/program of work and establishes clear accountability for those administrative tasks, providing greater visibility and control. Operations Sapient help firms manage and execute mid and back-office operations, including end-of-day / end of-month analytics, trade documentation, credit and P&L analytics. And for firms that need to outsource key functions, they offer knowledge process outsourcing (KPO), along with a wide range of post-trade processing services.

Main Office: 1111 Bagby Street, Suite 1950 Houston, TX 77002 USA +1 713 493 6880 Other locations: Calgary Delhi London Singapore Zurich

+1 (403) 444 5574 +91 (124) 416 7000 +44 207 786 4500 +65 3104 5308 +41 (58) 206 0600

Representative clients: BP Citi Commodities Essent / RWE

Website address: www.sapientglobalmarkets.com

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

Sirius Solutions LLLP

Experience with the following packages

1233 West Loop South, Suite 1800 Houston, Texas 77027 US +1-713-888-0488

Extensive experience and depth of staff Some experience and depth of staff No experience Abacus Solutions

Services Offered

Allegro Amphora

Services are currently, utilized at a client site Not currently being utilized but are available Service is not offered Services Offered

Currently utilized

Not currently utilized

Not offered

N. America

S. America

Asia-Pac

Europe

Africa

Software Selection Implementation Services CTRM or related enhancements E/CTRM Software Package Training Data Conversion Services Integration Services

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Not offered

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

General TRM business consulting General TRM IT consulting Risk Management Consulting

Some Exp

No Exp

ComFin

No Exp

Contigo

No Exp

Delta Energy Solutions

No Exp No Exp Some Exp

EnCompass

Some Exp

Energeya

No Exp

Entero

No Exp

Entrion

No Exp

iRely

No Exp

AGRIS

No Exp

JustCommodity

No Exp

Murex

Some Exp

Navita

No Exp

OATI OLF

Some Exp Extensive Exp

Pioneer Solutions

No Exp

SAS/RiskAdvisory

No Exp

SolArc

Extensive Exp

SunGard

Some Exp

Temenos

Some Exp

Triple Point Other Services

Extensive Exp

No Exp

TradePaq

IS Strategy/roadmap development

No Exp

Brady PLC

Eka Currently utilized

No Exp

Aspect Enterprise

DMS E/CTRM Software

Extensive Exp

Some Exp

No Exp Extensive Exp

Others: Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Lacima

Some Exp

FEA

Some Exp

Sirius Solutions, L.L.L.P. is an independent management consulting company providing services within Financial Advisory, Business Operations, Compliance & Controls, Legal & Economic Advisory and Technology sectors. Sirius client-base extends to over forty countries across a wide range of major industries, including construction, energy, financial services, health care, manufacturing, power & utilities, retail and transportation & logistics. Services A partnership with Sirius Solutions brings world-class, practical solutions combining high value and reasonable cost. Their vision is to exceed client expectations across service delivery, quality of talent and bottom line results. Sirius' commitment in providing the right resources never waivers: the best person, the best team and the best project approach. An integral component in solving complex business challenges lies in mapping solutions to specific deliverables. This commitment to clarity and focus has allowed Sirius to build long-term relationships with their clients based on leadership, trust, understanding and proven methodologies. People are the key, properly enabled by the best processes and technologies. Sirius Solutions brings the right resources with the relevant experience to ensure project success, on their clients terms. Sirius' services provide solutions across broad disciplines.

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

Within the CTRM sector, Sirius Solutions specialises in commodity and energy trading, risk management, operations, technology and business strategy. It is dedicated to providing specialised “realworld” experience and expertise that creates measurable value to clients via proven methodologies and leadership. Sirius partners with its clients to expose the values, expectations and needs of the business in order to achieve strategic and tactical objectives. Using highly collaborative and transparent methodologies it’s skilled and specialised team of experts work with clients in delivering core business enhancements via a number of key service offerings including: • Business & Technology strategic advisory services • Business process and technology transformation advisory consulting • Technology Optimisation o Leverage clients’ existing technology investment , increase ROI on existing technology o Utilises specialist knowledge of C/ETRM technology platforms • C/ETRM Technology services focusing on the delivery and integration of TRM applications with upstream and downstream data and systems • Outsourcing, including managed services Sirius Solutions helps its customers achieve competitive advantage via the identification and implementation of core strategic initiatives, including the optimisation of TRM technology and business processes to meet the collective needs of stakeholders. These Key offerings from Sirius Solutions deliver measurable value, developing long-term client relationships and earning “trusted advisor” status with its clients.

Main Office: 1233 West Loop South, Suite 1800 Houston, Texas 77027 US +1-713-888-0488 Other locations: New York, US Dallas, US Denver, US London, UK

Representative clients: Shell JP Morgan Commodities E.On BP Website address: www.sirsol.com

+1-212-792-5252 +1-214-751-7300 +1-303-260-7055 +44 207 420 0700

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

The Structure Group

Experience with the following packages

10497 Town and Country Way, Suite 400 Houston, TX 77024 USA 713.783.0500

Extensive experience and depth of staff Some experience and depth of staff No experience Abacus Solutions

Services Offered

Allegro Amphora

Services are currently, utilized at a client site Not currently being utilized but are available Service is not offered

Aspect Enterprise

Currently utilized

Brady PLC

Not currently utilized

ComFin

Not offered

Contigo Services Offered

N. America

S. America

Asia-Pac

Europe

Africa

Delta Energy Solutions DMS

E/CTRM Software Software Selection Implementation Services

CTRM or related enhancements E/CTRM Software Package Training Data Conversion Services Integration Services

Eka Currently utilized

Not currently utilized

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EnCompass Energeya

Entero Entrion iRely AGRIS JustCommodity Murex

Navita Currently utilized

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IS Strategy/roadmap development General TRM IT consulting Risk Management Consulting

No Exp

Extensive Exp

No Exp

Extensive Exp

No Exp

Extensive Exp

No Exp

Extensive Exp

No Exp

Some Exp

Extensive Exp

OLF

Extensive Exp

Pioneer Solutions SAS/RiskAdvisory SolArc SunGard Temenos Triple Point

General TRM business consulting

Some Exp

OATI

TradePaq

Other Services

Extensive Exp

Some Exp

Extensive Exp

Extensive Exp Extensive Exp

No Exp

Extensive Exp

Others: Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

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Not currently utilized

Sakonnet Xenon

Extensive Exp

Paragon Vanguard

Extensive Exp

Woodland Solutions Phoenix

Some Exp

Ventyx TRM/Monaco

Some Exp

Structureâ&#x20AC;&#x2122;s Energy Trading and Risk Management (ETRM) practice area is the leading provider of consulting services in the North American energy industry. The company has a proven track record of successful implementations, upgrades, and post-implementation optimization projects, and provides deep domain and ETRM vendor product expertise in North America and Europe. Structure's diverse energy industry and consulting experience ranges from trading, scheduling, risk control, quantitative analysis, and credit, to financial accounting, settlements, and information technology. In addition, the company employs an established and reusable methodology related to vendor selection, implementation, integration, and upgrade projects. Above all, Structure takes a hands-on project management and teaming approach with clients and ETRM product vendors to achieve success. Exclusively focused on the energy and utility industry, Strucure are knowledgeable in the areas that are most critical to their clients. From competitive markets and managing risk to reliability and operational changes, Structure continues to help clients achieve their goals and transform their business. The Stucture Groups capabiltiies are: â&#x20AC;˘ Business Advisory

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

• Program Management • Business Process Re-engineering • Solution Delivery and Implementation • Performance Improvement • Custom Software Solutions

Main Office: 10497 Town and Country Way, Suite 400 Houston, TX 77024 USA 713.783.0500

Structure's ETRM service offerings include: • Business Strategy: Conceptual development of how the business will achieve its vision

Other locations: None Specified

• IT Strategy / Solution Roadmap : Identify pain points, opportunities for improvement, gaps between the current and desired future state and the recommended path forward to achieve that future state • Business Case Development : A defined rationale for pursuing a given strategy • Vendor Selection: Identification of the vendor that best meets the defined requirements of the desired future state • System Implementation & Integration : Implementation of the technology, process, and/or people changes necessary to achieve the desired future state • Business Process Design & Change Management : Defining and/or documenting the current and/or future state processes for how business activities are achieved, as well as the management of the transition from current to future state • Operational Support : Assistance with day-to-day business operations • Post-Implementation Optimization : Provide additional enhancements or customizations to realize the desired functional

Representative clients: BP plc, California ISO, Capital Power Corp., Cleco Corp., ConEdison Inc., Entergy Corp., Exelon Corp., ExxonMobil Corp., JP Morgan, NRG Energy Corp., Pacificorp, Shell Energy NA Website address: www.thestructuregroup.com

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

Summa Technology Group Inc. (SummaTG)

Experience with the following packages

601 S.Main Street, Ste.201 Grapevine, TX 76051 USA 1-888-55-SUMMA

Extensive experience and depth of staff Some experience and depth of staff No experience Abacus Solutions

Services Offered

Allegro Amphora

Services are currently, utilized at a client site Not currently being utilized but are available Service is not offered Services Offered

Currently utilized

Not currently utilized

Not offered

N. America

S. America

Asia-Pac

Europe

Africa

E/CTRM Software Software Selection Implementation Services CTRM or related enhancements E/CTRM Software Package Training Data Conversion Services Integration Services

Currently utilized

Not currently utilized

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Not currently utilized

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Not currently utilized

Other Services IS Strategy/roadmap development General TRM business consulting General TRM IT consulting Risk Management Consulting

Extensive Exp

Some Exp

No Exp

Extensive Exp

Aspect Enterprise

No Exp

Brady PLC

No Exp

ComFin

No Exp

Contigo

No Exp

Delta Energy Solutions

No Exp

DMS

No Exp

Eka

No Exp

EnCompass

No Exp

Energeya

No Exp

Entero

No Exp

Entrion

No Exp

iRely

No Exp

AGRIS

Some Exp

JustCommodity

No Exp

Murex

No Exp

Navita

No Exp

OATI

Some Exp

OLF

Some Exp

Pioneer Solutions

No Exp

SAS/RiskAdvisory

Some Exp

SolArc

Extensive Exp

SunGard

Some Exp

Temenos

No Exp

TradePaq

No Exp

Triple Point

Some Exp

Others: Currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Intelligo

Some Exp

SummaTG is a software services and consulting company that has a proprietary collaborative technology platform to enable commercial trading partners to connect, collaborate and communicate behind a firewall or outside of it. They have an experienced team of E/CTRM resources consisting of consultants, architects, developers and project leadership to help enable beyond what the average ERP/CTRM system capability is in extending automation to trading partners. Project leadership comes through resources with extensive experience of implementing multiple vendor systems in upstream, midstream and downstream business environments with a global footprint and multicommodity portfolios. SummaTG comes from a long legacy and experience in Energy Trading and Risk Management. Their executive team alone possesses over a decade of experience in this dynamic industry. SummaTG believe the intersection of inter-enterprise commerce and trading is coming. They believe that regulations such as Dodd Frank are going to redefine the way many organizations consider their existing processes and systems. SummaTG, as a next generation managed services company is dedicated to understanding their customers needs and working with them to solve their problems. SummaTGâ&#x20AC;&#x2122;s Energy Trading and Risk Management (ETRM) consulting group is dedicated to serving their customers with high quality, highly experienced resources. Their team has experience with multiple ETRM vendors and implementations throughout the world.

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

SummaTG’s unique managed services model allows them to work with their clients in a cost-effective manner long after the project is finished. Summa’s ETRM practice is supported by a range of services including consulting, software development, testing, integration, and implementation, along with customized outsourcing solutions. • 24/7 Level-1 support team through an onsite-offshore model • 24/7 offshore service desk to support global supply and trading IT, refining/ manufacturing, and marketing • Back office support for ETRM operations

Main Office: 601 S.Main Street, ste.201 Grapevine, TX 76051 USA 1-888-55-SUMMA Other locations: USA/Houston Phillipines/Manila

SummaTG offer a: • Pool of dedicated, experienced ETRM professionals • Collaboration and alliances with multiple product vendors • Deep experience in system integration and product implementation • Proven track record of executing process-driven, large and complex projects Services Offered:

Representative clients: Gavilon Sempra Energy Occidental Petroleum Williams Energy Marketing Website address: www.summatg.com

• CTRM/TRM selection • CTRM/TRM Implementation • Integration Hub • Project Leadership • Customization • NAESB/electronic data interchange • Trading Partner Community • Data aggregation and analytics • Data transformation • Collaboration • Managed services • Bespoke development • ERP B2B enablement

+1-888-55-SUMMA +1-888-55-SUMMA

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

SunGard Global Services

Experience with the following packages

10375 Richmond Ave Houston, TX 77042 United States 713.350.1000

Extensive experience and depth of staff Some experience and depth of staff No experience Abacus Solutions

Services Offered

Allegro Amphora

Services are currently, utilized at a client site Not currently being utilized but are available Service is not offered

Aspect Enterprise

Currently utilized

Brady PLC

Not currently utilized

ComFin

Not offered

Contigo Services Offered

N. America

S. America

Asia-Pac

Europe

Africa

Delta Energy Solutions DMS

E/CTRM Software Software Selection Implementation Services CTRM or related enhancements E/CTRM Software Package Training Data Conversion Services Integration Services

Eka Currently utilized

Not currently utilized

Currently utilized

Not offered

Currently utilized

Not currently utilized

Currently utilized

Not offered

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Not currently utilized

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Not offered

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Not currently utilized

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Not offered

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Not currently utilized

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Not offered

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Not currently utilized

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Not offered

EnCompass Energeya Entero Entrion iRely AGRIS JustCommodity Murex

Navita Currently utilized

Not currently utilized

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Not offered

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Not offered

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Not offered

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Not offered

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Currently utilized

Not offered

OATI OLF Pioneer Solutions SAS/RiskAdvisory SolArc SunGard Temenos TradePaq Triple Point

Other Services IS Strategy/roadmap development General TRM business consulting General TRM IT consulting Risk Management Consulting

Extensive Exp

Some Exp

No Exp

Some Exp

Extensive Exp

Some Exp

Extensive Exp

Some Exp

Extensive Exp

Some Exp

Extensive Exp

Some Exp

Extensive Exp

Others: Currently utilized

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Not offered

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SunGard Global Services combines business consulting, technology and professional services for financial services firms, energy companies and corporations. Leveraging SunGardâ&#x20AC;&#x2122;s global delivery model, more than 5,000 employees worldwide help customers manage their complex data needs, optimize end-to-end business processes and assist with systems integration, while providing full application development, maintenance, testing and support services. What SunGard Global Services Offer: BUSINESS CONSULTING For players in the financial and energy markets, strategy setting, process reengineering, business process management and improvement and risk and regulatory compliance are top priorities. SunGard Global Services combine advisory services, business and technical knowledge with program management and analysis capabilities to provide project coordination, governance and stakeholder management. They assess business-critical data, processes and systems and provide project management, business analysis, software development, integration and testing support to help streamline end-to-end business processes. Services include: â&#x20AC;˘ Advisory Services

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

• Business Process Improvement • Program Assurance MANAGED SERVICES SunGard Global Services’ managed services include full service maintenance and 24/7 production support of an application portfolio coupled with business process outsourcing, designed for their customers throughout the financial services and energy industries. SunGard’s global delivery model enables clients to leverage highly skilled delivery teams in secure onshore and offshore locations to support business operations in the most cost effective manner possible. Services include: • Managed IT Services o Application Management Services o Hosting and Disaster Recovery Services (SunGard Product ASP) • Business Process Outsourcing

Main Office: 10375 Richmond Ave Houston, TX 77042 United States +1 713.350.1000 Other locations: Asia-Pacific Brazil France Germany United Kingdom

+65 6308 8000 +55-11-3504-5400 +33-1-4471-8080 +49-69-7076-8209 +44-20-8081-2756

Representative clients: None Specified

TECHNOLOGY CONSULTING In the financial services and energy industries custom application development requires deep domain expertise and systems integration of off-the-shelf and custom solutions, information management services to harness various data, and comprehensive testing. The goal is to enhance quality and accelerate delivery of implementations and upgrades. Services include: • Advanced Technology Services • Information Management • Business Process Management / Integration • Custom Application Development / Integration • Package Implementation / Integration • Quality Engineering

Website address: www.sungard.com/globalservices

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

Wipro Limited

Experience with the following packages

Doddakannelli, Sarjapur Road Bangalore, Karnataka 560035 India +91(80)28440011

Extensive experience and depth of staff Some experience and depth of staff No experience Abacus Solutions

Services Offered

Allegro Amphora

Services are currently, utilized at a client site Not currently being utilized but are available Service is not offered Services Offered

Currently utilized

Not currently utilized

Not offered

N. America

S. America

Asia-Pac

Europe

Africa

E/CTRM Software Software Selection Implementation Services CTRM or related enhancements E/CTRM Software Package Training Data Conversion Services Integration Services

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

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Not currently utilized

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Not currently utilized

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Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Other Services IS Strategy/roadmap development General TRM business consulting General TRM IT consulting Risk Management Consulting

Extensive Exp

Some Exp

No Exp

Some Exp

No Exp

Aspect Enterprise

No Exp

Brady PLC

No Exp

ComFin

No Exp

Contigo

No Exp

Delta Energy Solutions

No Exp

DMS

No Exp

Eka

Some Exp

EnCompass

No Exp

Energeya

No Exp

Entero

No Exp

Entrion

No Exp

iRely

Some Exp

AGRIS

No Exp

JustCommodity

No Exp

Murex

Some Exp

Navita

Some Exp

OATI

No Exp

OLF

Extensive Exp

Pioneer Solutions

No Exp

SAS/RiskAdvisory

No Exp

SolArc

Some Exp

SunGard

Some Exp

Temenos

Some Exp

TradePaq

No Exp

Triple Point

Some Exp

Others: Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

Currently utilized

Not currently utilized

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Not currently utilized

Wipro Technologies, the global IT business of Wipro Limited (NYSE:WIT) is a leading Information Technology, Consulting and Outsourcing company, that delivers solutions to enable its clients do business better. Wipro Technologies delivers winning business outcomes through its deep industry experience and a 360 degree view of “Business through Technology” – helping clients create successful and adaptive businesses. A company recognized globally for its comprehensive portfolio of services, a practitioner’s approach to delivering innovation and an organization wide commitment to sustainability, Wipro Technologies has over 120,000 employees and serves clients across 54 countries. Wipro’s Energy, Natural resource and Utilities (ENU) Strategic Business Unit (SBU) has over the last decade established itself as a trusted partner to clients across the globe to address their business challenges using its deep industry domain competency and technology expertise. It has over 5000 dedicated consultants serving businesses in the oil & gas, metals, mining, agriculture products, water, natural gas and electricity industries. Having a strong relationship with over 40 customers spread across Americas, Europe, India, Middle East, Southeast Asia, Australia and New Zealand, the ENU SBU has been continuously investing in building competencies to help them do business better. Recently, Wipro has acquired SAIC’s Global Oil and Gas business unit, reinforcing its focus on this industry. Wipro's Commerical Energy Operations practice is a centre of excellence within ENU SBU. The practice focuses on Energy Trading Applications, Market Analytics, Generaion Operations, Risk Management, Six Sigma, High Performance Computing, Sharepoint Collaboration, Business Process Sourcing, and Integrations with SAP/ Oracle.

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultants and System Integrators SourceBook

Wipro's Commerical Energy Operations practice is a centre of excellence within ENU SBU. The practice focuses on Energy Trading Applications, Market Analytics, Generaion Operations, Risk Management, Six Sigma, High Performance Computing, Sharepoint Collaboration, Business Process Sourcing, and Integrations with SAP/ Oracle. Service offerings include Application Rationalization, Road Map Development, Application Vendor Selection, System Integration, Application Development and Testing, and Applications Support Level 1-3. The group is committed to enhance customers' competitive advantage by:

Main Office: No 72, Keonics Electronic City Hosur Road, Bangalore 560100 India +91(80)28520408 Other locations: Houston, TX, US London Singapore

• Improving operational performance and automation of business processes across the wholesale supply chain

• Driving value through the implementation of applications that seamlessly integrate optimize decisions across retail, trading, fuels, and supply portfolios

Representative clients: E.ON Energy Trading Michelin Shell Southern Energy

• Enhancing work group collaboration across the portfolio and delivery robust analytics and visualization tools for decision support

Website address: www.wipro.com

• Efficienctly supporting all applications in a responsive manner

• Creatively deploying technology and sourcing models that help our customers meet their strategic and tactical goals

+1 (832)2141100 +44 207 4328500 +65 6496 2000

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultant and Systems Integrators Sourcebook

References & Other Useful Resources References

CommodityPoint - ETRM Vendor Perception Study Report, May 2009 Useful Resources

Vasey, Gary M and Reames, Patrick : Trends in Energy Trading, Transaction and Risk Management Software – 2009 – 2010, Booksurge Publishing, 2010 Reames, Patrick and Vasey, Gary M: Selecting and Implementing Energy Trading, Transaction and Risk Management Software – A Primer, Booksurge Publishing, 2008 The TRM Directory – http://www.trmdirectory.com The CommodityPoint website – http://www.commodity-point.com The CTRM Blog – http://www.ctrmblog.com CommodityAlert Archives – CommodityAlert is our weekly free newsletter. You can find the archive for back issues at http://utilipoint.com/IssueAlert/IssueAlert_archive.asp and subscribe at http://utilipoint.com/issuealert/subscribe.asp?ListID=30

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultant and Systems Integrators Sourcebook

About CommodityPoint CommodityPoint provides Commodity Trading & Risk Management (CTRM) research, analysis and consulting services. Our services bring insight into business issues, trends, processes and technology, to utilities, energy companies, banks, brokers, funds, investors and vendors that enhance their competitive position and support critical business decisions. CommodityPoint has been formed to bring focus and clarity to the broad array of issues surrounding the wholesale trading of commodities. Our team provides expert analysis of market trends and, in particular, the technologies and applications supporting those that participate in regional or global commodity markets. Our principal analysts, Dr. Gary Vasey and Patrick Reames, bring years of practical experience to their roles. With offices in Europe and the US, and backed by an experienced research team, our organization provides an unparalleled view of the marketplace. CommodityPoint is a division of leading energy and utilities analyst and consulting firm, UtiliPoint International, Inc. CONTACTS CommodityPoint - A Division of UtiliPoint International, Inc. www.commodity-point.com Mark Tredway, Director of Business Development International Business Center Prikop 4 602 00 Brno Czech Republic Tel: +42 0 533 433 658 mtredway@commodity-point.com Patrick Reames - Managing Director 19901 Southwest Freeway, Suite 121 Sugar Land, Texas 77479 Tel: +1 281-207-5440 preames@utilipoint.com

CommodityPoint, a division of UtiliPoint International Inc.

CTRM Consultant and Systems Integrators Sourcebook

About UtiliPoint速 International, Inc. For more than 75 years, UtiliPoint International速, has been a trusted source of insight into the energy and utilities industry. With more than 500 clients worldwide, we are the leading provider of research and advisory services for the energy sector. Our company is comprised of industry experts from around the world with diverse backgrounds in utility generation, transmission and distribution, retail markets, mergers and acquisitions, new technologies, venture capital, information technology, outsourcing, renewable energy, regulatory affairs and international issues. UtiliPoint International, Inc. is a wholly owned subsidiary of Midas Medici Group Holdings, Inc. (OTCBB:MMED). UtiliPoint is headquartered in Albuquerque, New Mexico, USA and can be found on the Web at http://www.utilipoint.com/.