Starting to formalize our audit documentation process. What information do you all make sure to capture for every bill reviewed? Want to make sure we're not missing anything that could be important later.
Documentation standards - what do you track?
At minimum: account number, service address, tariff schedule, meter number, CT/PT ratios, billing period dates, kWh, kW, power factor if applicable, and all line item charges with rates. Also note any estimated reads or unusual patterns.
Don't forget to document your calculation methods! I learned this the hard way when a client questioned our findings 6 months later and I couldn't remember exactly how I arrived at the savings number.
All good points. I also keep a running log of communications with the utility - who you talked to, when, what they said. Has saved me multiple times when utility reps give conflicting information.
Photos of meter installations can be invaluable too, especially for CT issues. Also screenshot or save copies of any online account data - utilities sometimes 'fix' their systems and historical data disappears.