AAUBA Member Forum

The professional community for Certified Utility Bill Auditors. Share findings, ask questions, and grow your practice.

Topic Threads / Posts Last Activity
Welcome & Introductions

Introduce yourself to the AAUBA community and meet fellow certified utility bill auditors.

247 threads
284 posts
Hello from Atlanta area
9 days ago by Dave C.
Getting Your First Client

Strategies, scripts, and stories about landing your first paying client as a utility bill auditor.

108 threads
894 posts
Rate Classification Errors

Identifying and correcting accounts placed on the wrong utility rate schedule.

135 threads
1,032 posts
Demand Charges & Ratchet Clauses

Understanding, auditing, and disputing demand charges and ratchet provisions.

95 threads
608 posts
Meter Multiplier Errors

CT ratio mistakes, multiplier errors, and meter configuration billing discrepancies.

119 threads
871 posts
Reading Tariffs & Rate Schedules

How to locate, read, and apply utility tariff documents and rate schedules.

139 threads
804 posts
LOA & Data Collection Tips

Best practices for Letters of Authorization and gathering billing records from utilities.

63 threads
292 posts
Contingency Fee Structures

Setting your fee, structuring agreements, and managing contingency-based engagements.

67 threads
314 posts
Tax Exemptions & Sales Tax Errors

Sales tax exemptions for nonprofits, manufacturers, and agricultural accounts.

78 threads
322 posts
Estimated Bills & Meter Reading Errors

Billing based on estimates, missed reads, and correcting erroneous meter data.

80 threads
550 posts
Time-of-Use Rate Errors

TOU schedule misapplication, window errors, and interval data analysis.

80 threads
556 posts
Billing Period & Proration Errors

Short or long billing periods, proration mistakes, and period overlap charges.

90 threads
659 posts
Power Factor Penalties

Power factor measurement errors, correction equipment, and penalty disputes.

80 threads
532 posts
Riders, Surcharges & Adjustment Clauses

Fuel adjustment clauses, infrastructure riders, and unauthorized surcharges.

81 threads
551 posts
Deregulated Market Auditing

Auditing supply and delivery charges in deregulated electricity markets.

83 threads
566 posts
Audit Methodology & Workflow

Structured approaches to conducting thorough and efficient utility bill audits.

108 threads
562 posts
Client Presentations & Reports

How to present findings professionally and communicate value to clients.

97 threads
693 posts
Filing Claims & Disputing with Utilities

The dispute process from first contact through PUC complaint and resolution.

102 threads
429 posts
Small Commercial Accounts

Strategies and findings for smaller commercial clients with modest utility spend.

105 threads
406 posts
Industrial & Manufacturing Accounts

High-value auditing for industrial facilities with complex load profiles.

101 threads
409 posts
Multi-Site & Portfolio Audits

Managing engagements across multiple locations and utility territories.

72 threads
286 posts
Healthcare & Institutional Accounts

Hospitals, schools, government buildings, and other institutional clients.

91 threads
368 posts
Interval Data & Load Profile Analysis

Working with 15-minute interval data to identify demand and TOU errors.

72 threads
475 posts
Benchmarking & Usage Analysis

Comparing client usage against industry benchmarks to identify anomalies.

68 threads
420 posts
Ethics & Professional Conduct

Professional standards, conflict of interest, and CUBA certification obligations.

58 threads
365 posts
Working with Energy Brokers

Navigating relationships with brokers, consultants, and energy advisors.

70 threads
436 posts
Marketing Your Practice

Building your brand, generating leads, and growing your auditing practice.

81 threads
390 posts
Building & Scaling Your Business

Hiring, systems, processes, and strategies for growing beyond solo practice.

54 threads
386 posts
Software, Tools & Technology

Tools, spreadsheets, and software that help auditors work more efficiently.

79 threads
475 posts
Natural Gas & Water Bill Auditing

Auditing natural gas and water utility bills beyond electric accounts.

63 threads
400 posts
Utility Company Relationships

Building productive relationships with utility billing and regulatory staff.

82 threads
446 posts
War Stories & Big Wins

Share your largest recoveries, most complex disputes, and memorable cases.

58 threads
387 posts
Common Mistakes & Lessons Learned

Errors auditors make and the lessons that came from them.

74 threads
404 posts
Continuing Education & Industry News

Regulatory changes, rate case filings, and industry developments.

59 threads
360 posts
Off-Topic & General Discussion

Anything not covered elsewhere — business, life, and community.

59 threads
357 posts
Old Mechanical Meters vs AMI / Smart Meters

How smart meter technology affects billing accuracy and audit methodology.

68 threads
389 posts
HVAC Systems & Demand Spikes

How HVAC startup and operation creates demand charge exposure.

61 threads
392 posts
Commercial Lease Pass-Through Audits

Auditing utility cost pass-throughs in commercial lease agreements.

63 threads
382 posts
Errors & Omissions Insurance

E&O coverage for utility auditors — what you need and where to get it.

75 threads
438 posts
Backbilling Limits by State

State-by-state rules on how far back utilities can recover underbillings.

65 threads
397 posts
Apartments & Master Metering

Master-metered residential and commercial apartment utility billing.

74 threads
458 posts
Client Engagement Agreements

Drafting, negotiating, and enforcing your engagement agreement and LOA.

68 threads
400 posts
Solar, Net Metering & Distributed Generation

Billing accuracy for clients with solar, battery storage, and on-site generation.

72 threads
461 posts
Primary vs Secondary Voltage Discounts

Service voltage classification and the rate impact of customer-owned transformers.

53 threads
338 posts
Franchise Fees & Unauthorized Charges

Identifying and recovering franchise fees and other unauthorized billing items.

61 threads
376 posts
Statute of Limitations & Old Cases

How far back can you recover? Statutes of limitations by utility and state.

65 threads
419 posts
Training & Mentoring Junior Auditors

Building the next generation of CUBA-certified auditors.

58 threads
423 posts
Telecom & Broadband Bill Auditing

Expanding your practice into telecom and broadband billing errors.

78 threads
493 posts
AAUBA Events & Member Meetups

Announcements, meetups, webinars, and AAUBA community events.

77 threads
453 posts
Client retention strategies that work
4 months ago by Randy Dawson
2025-2026 Rate Increases & What They Mean

How recent rate filings and increases create new audit opportunities.

85 threads
467 posts
👥 547 members 💬 4,354 threads 📝 23,619 posts 🆕 Newest member: steven wirth