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Commercial Audit Techniques

Commercial Audit Techniques . Define Commercial Why Commercial? Why PG&E? Why us? 200 + audits, best practices, tips, sales 60 hours of field training. Getting Started! (Sales 101). Choose Location Call Ahead Choose Contact wisely Ask to speak to the owner, the manager

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Commercial Audit Techniques

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  1. Commercial Audit Techniques Define Commercial • Why Commercial? • Why PG&E? Why us? 200 + audits, best practices, tips, sales 60 hours of field training

  2. Getting Started! (Sales 101) • Choose Location • Call Ahead • Choose Contact wisely • Ask to speak to the owner, the manager • Be on their schedule, ask if it’s a good time to talk • 1 week preferably – 48 hrs minimally • Full introductions (Professionalism, Professionalism, Professionalism) Remember your county • Full details and disclosure • Who you are, what you intend to do • set a firm time, and allow ample time (1hr ect) • Get a scope of work designed ahead of audit. • Pending EE projects? • Approximate Square footage/large loads (refrigerators ect) • Request a copy of the PG&E bill

  3. Audit Kit Checklist • Pen • Clipboard • Identification (Business Card, name tag, ect) • Audit Form + Scratch Paper • Ballast wheel/discriminator • Light Meter • Digital Camera • Multi Function Screwdriver • Step Stool / Collapsible ladder • PG&E Rebate Catalogue • Planner/Schedule

  4. Introductions: & Questions: • Ask for your contact • owner/manager • Professionalism • exchange card/brochure) • Shake Hands and thanks for time spent • Determine audit route • Determine who will go on audit walk ( solo or with owner/manager/facilities) • Make sure not to miss a single light • Determine and Disclose timing of audit • What is your average PG&E Bill? Can I have a copy? • Is this the only building tied to the meter? • Where is the meter? • What are your normal business hours? • Do you plan on changing any lights, electrical loads, or equipment? • Does your Staff know that I am here, will I be in the way (route)? • THANKS (be back or lets go)

  5. Audit Order/Filing in forms Essentials Lighting Questions • Conservation and Efficiency First, O+M seconded • Check fixtures in non busy areas • Check at least one existing ballast • Delineate fixtures by room • Meter # • Delamping • Type of lamp/fixture • Existing information • KELVIN KELVIN KELVIN! • CRI CRI CRI • Questions: Are you happy with the current light levels in this area? • Are there any lighting areas of concern? • What should I call this room? • What task are preformed in this area? • Does this get used a lot?

  6. Concluding Audit • Double Check that all areas have been counted • Check to make sure you have some PG&E information • Check to secure all lenses, covers, and return all fixtures/property to original condition • Check to make sure that you have all of your tools • Check out with your contact • Thanks them for there time • Give them a schedule as to your return, preview report • Set a date to return that works for them (schedule) • Leave them with PG&E rebate catalogue or brochure

  7. Next Steps!!! • Create Report with calculated savings • Present Findings to customer………… • EETP Field Training Program and Schedule • September 19th 9:00 am • Right here • PG&E CLASS REGISTRATION (asap!) • Ideas for COMMERCIAL AUDIT Locations • QUESTIONS? ……. • Thanks!

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