Renewable Procurement Execution Kit

How to procure renewable electricity instruments/programs and operate them cleanly (RFP → contract → inventory → claims)

Decision KitsDecision Kit90 min

Not legal advice. Contracts and public claims should be reviewed by appropriate counsel/compliance.

What you'll accomplish

  • Choose the right procurement pathway (based on your goals and constraints)
  • Run a simple procurement process (RFP optional)
  • Contract correctly (so evidence and rights are clear)
  • Maintain an instrument inventory with clean ops
  • Avoid claim and disclosure risk through an approval workflow

Who this is for

Procurement teams

Sourcing renewable options

Sustainability teams

Market-based reporting and claims

Finance teams

Cost, risk, and auditability

Prerequisites

Quick start (60 minutes)

  • Confirm annual electricity consumption (kWh) and coverage scope
  • Decide procurement objective (Template 1)
  • Create your requirements checklist (Template 2)
  • Start an instrument inventory (Template 6)
  • Draft your approval workflow for claims (Template 7)

Step-by-step

1

Define the objective (pick one primary)

Common objectives: market-based Scope 2 reduction (with documented instruments), claim posture improvement (with safe disclosures), cost predictability / hedging (finance-led), compliance alignment (policy/standards-driven).

2

Decide the procurement pathway (don't overcomplicate)

Options (choose what matches your reality):

Utility green program / tariff

Unbundled certificates

Fast, scalable

Long-term contract structures

Complex, high commitment

Onsite generation

Where applicable

Beginner rule: The best procurement pathway is the one you can document and operate reliably.

3

Define requirements before you talk to vendors

Minimum requirements: documented quantity and period coverage, clear evidence deliverables, clear ownership / retirement or allocation mechanics, clear reporting cadence and data format, ability to reconcile against consumption (kWh).

4

Source and evaluate

You can do: a lightweight vendor comparison (2–5 providers), or an RFP for larger, multi-region programs.

5

Contract correctly (this is where audits are won/lost)

Your contract checklist must include: what instrument/program is being provided, how quantity is defined (kWh), the coverage period (year/vintage), what evidence is delivered and when, what claims are permitted (or not), termination/renewal terms aligned to your renewal controls.

6

Operate the instrument inventory (monthly/quarterly)

You need: inventory table, evidence links, reconciliation checks (consumption vs instruments), exceptions log.

7

Claims governance

No one should publish claims from memory. Use a simple approval workflow: sustainability drafts, finance confirms quantities, legal/compliance approves language (where needed), leadership signs off.

Templates included

Template 1 — Procurement Objective Memo (copy/paste)

Renewable Procurement Objective

Objective (pick one primary):
Scope:
Coverage target (kWh or %):
Reporting year:
Constraints:
- budget:
- regions/sites:
- timing:

Approvers:
- Procurement:
- Sustainability:
- Finance:
- Legal/Compliance:

Template 2 — Requirements Checklist (copy/paste)

Vendor/Program Requirements

- Instrument/program type:
- Quantity (kWh) definition:
- Coverage period (vintage/year):
- Geography applicability (if relevant):
- Evidence deliverables (documents, reports):
- Reporting cadence:
- Reconciliation support:
- Claim language constraints:
- Renewal/termination terms:

Template 3 — RFP Outline (copy/paste)

RFP Outline (Renewable Procurement)

1) Background + objectives
2) Portfolio consumption summary (kWh)
3) Scope: regions/sites and reporting year
4) Requested solution types (allowed options)
5) Evidence deliverables and reporting format
6) Pricing structure and fees
7) Contract terms (renewal/termination)
8) Vendor qualifications
9) Submission instructions and timeline

Template 4 — Vendor Evaluation Scorecard (copy/paste)

| Vendor | Fit to objective (1–5) | Evidence quality (1–5) | Contract clarity (1–5) | Price competitiveness (1–5) | Operational burden (1–5) | Notes |
|---|---:|---:|---:|---:|---:|---|

Template 5 — Contracting Checklist (copy/paste)

Contracting Checklist

- Quantity (kWh) and period clearly defined
- Evidence deliverables specified (what, when)
- Ownership/retirement/allocation mechanics documented
- Reporting format defined
- Reconciliation expectations defined
- Claims language / marketing restrictions defined
- Renewal/termination aligned with renewal control system
- Exceptions / dispute process defined

Template 6 — Instrument Inventory (copy/paste)

| Region/Site | Reporting year | Consumption (kWh) | Instrument type | Provider | Quantity (kWh) | Evidence link | Status (planned/active/complete) | Notes |
|---|---|---:|---|---|---:|---|---|---|

Template 7 — Claim Approval Workflow (copy/paste)

Renewable Claim Approval Workflow

Draft owner (Sustainability):
Finance verification (kWh + inventory reconciliation):
Legal/Compliance review (if public claims):
Final approver (Leadership):

Approved claim language stored where:
Evidence links stored where:

Common pitfalls

  • Procurement happens without consumption reconciliation
  • Evidence deliverables aren't specified in the contract
  • Inventory isn't maintained → claims drift into guesswork
  • Renewal terms cause "silent continuation" of instruments without review
  • Claims are made portfolio-wide without portfolio-wide coverage

Change log

v1.0 (2026-01): Latest release