40% is defensible on complex engagements with documented refund potential. I've gone as high as 45% on a case that required expert testimony. Client didn't blink.
Member Community
Enter your email to read this discussion
You're reading the AAUBA Member Forum — where Certified Utility Bill Auditors share case studies, tariff strategies, and industry insights.
Free to read. Enter your email to continue.
No spam. We'll send you one welcome email about CUBA certification. Unsubscribe any time.
Disclosing the contingency rate on the engagement letter — exact language?
Fishing for sample language. My current letter says '35% of recovered overcharges and net first-year savings on identified rate optimizations.' Had a client lawyer come back wanting more specificity on what counts as 'recovered.' Curious how others define the trigger event — is it utility-issued credit, customer-received refund, or something else?