Standard workflow checklist - what am I missing?

Been doing audits for about 10 years but trying to formalize my process more. Here's my current workflow - curious what steps others include that I might be overlooking:

1. Gather 24 months bills + meter records
2. Verify rate schedule matches tariff on file
3. Check demand calculations and CT ratios
4. Cross-reference usage patterns with billing periods
5. Calculate potential savings
6. Document findings in standard report format

What key steps am I missing? Feels like there should be more upfront verification work but not sure what specifically.

Kevin - you're missing the account history review. I always pull the complete service history going back 5+ years if available. You'd be amazed how many times utilities fail to remove temporary rate riders or continue charging for services that were discontinued. Also check for any rate case decisions during your audit period that might have triggered automatic adjustments.

Good list Kevin. I'd add meter test records to step 1 - some utilities will provide calibration data if you ask. Also between steps 2 and 3, I always verify the customer's rate class is actually optimal. Had a ComEd account last month that should have been on Schedule 6L instead of 6H - $14K annual difference right there.

Don't forget power factor penalties! Should be its own step. I see way too many auditors gloss over this, especially on older accounts where the PF correction equipment might be failing. Also validate any third-party charges - ESCOs love to sneak in fees that aren't properly disclosed.

All great additions everyone. Kevin, I'd also suggest adding a step for regulatory compliance review - checking if the utility is following all applicable PUC orders and tariff requirements. It's tedious but I've found billing errors where utilities weren't implementing approved rate changes correctly. Lee's point about service history is huge - that's where you find the big money sometimes.