The Audit Process

Approach: The technical approach to the utility bill audit will be tailored to the needs of your organization. Typically, we follow a three phase process. 

Phase One: Audit Set Up (Approximately 45 days)

• Compile client information, including invoice copies, account lists facilities lists, contact information and contracts
• Order transcripts from investor-owned, municipal and cooperative utility and phone providers
• Organize data for audit phase

Phase Two: Detailed Audit/Audit Master Software (Approximately 2-6R weeks)

• Conduct a detailed review of all monthly charges including rates, demand reads, taxes, riders, adjustments and special contracts
• Validate monthly charges against applicable rate cards, tariffs and rate spreadsheets
• Identify billing errors

Phase Three: Refund Claim Negotiations (Approximately 4-8 weeks)

• Report billing errors to utility vendors requesting refunds
• Negotiate appropriate credits or refunds
• Provide Final Management Summary Report documenting refund