Multi-Site & Portfolio Audits

Managing engagements across multiple locations and utility territories.

Thread Replies Last Post

Portfolio of 47 strip retail centers — how do you scope the initial audit? by Christopher Davis New Member — 5 months ago

5 months ago
by Christopher Davis

Aggregating Pepco data across 12 DC properties by Andrew Turner New Member — 6 months ago

6 months ago
by Michael Rodriguez

Auditing a 47-location retail chain — workflow? by Robert Thompson New Member — 6 months ago

6 months ago
by Nicole Harris

Multi-site client with inconsistent power factor charges by Greg L. — 6 months ago

6 months ago
by Melanie Stewart

Southern California Edison 25-location portfolio challenge by Carol J. — 11 months ago

8 months ago
by Randy Dawson

Sequencing a portfolio records request so the utility answers once instead of ten times by Phil G. — 8 months ago

8 months ago
by Phil G.

Portfolio reporting for CFOs - what metrics matter? by Gerald N. new — 1 year ago

1 year ago
by Gerald N.

Recurring audit cycles for portfolio clients by Darlene A. new — 1 year ago

1 year ago
by Randy Dawson

Software recommendations for tracking 300+ locations by Harriet C. — 1 year ago

1 year ago
by Randy Dawson

Idaho Power 6-location audit - nothing found by Glenda G. — 2 years ago

1 year ago
by Glenda G.

Recurring audit cycles for large portfolios by Claude B. — 2 years ago

2 years ago
by Claude B.

Common rate schedule errors across retail chains by Gil S. — 3 years ago

3 years ago
by Gil S.

APS won't budge on estimated reads — need advice by Gina M. — 3 years ago

3 years ago
by Randy Dawson

Prioritizing 400+ retail locations - where to start? by Beatrice S. — 3 years ago

3 years ago
by Beatrice S.

Florida multi-utility portfolio - FPL, TECO, Duke Energy by Kevin O. — 3 years ago

3 years ago
by Gail T.

Prioritizing sites in large portfolio audits by Vera C. — 3 years ago

3 years ago
by Ramona L.

Retail chain rate schedule chaos by Gil S. — 3 years ago

3 years ago
by Gil S.

National account rep refusing to cooperate by Oscar F. — 4 years ago

4 years ago
by Wanda R.

Franchise operations - who signs the LOAs? by Oscar F. — 4 years ago

4 years ago
by Ramona L.

National account vs individual location billing - which utilities allow portfolio LOAs? by Marilyn D. — 4 years ago

4 years ago
by Randy Dawson

Eversource NH/MA cross-border portfolio issues by Yvonne H. — 4 years ago

4 years ago
by Mike D.

Hotel chain audit - 127 properties, massive findings by Marilyn D. — 4 years ago

4 years ago
by Arnold K.

FirstEnergy Ohio multi-site demand billing errors by Bob W. — 5 years ago

4 years ago
by Pam H.

Property management company success by George P. — 7 years ago

5 years ago
by Randy Dawson

Bank branch portfolio - unexpected complexity by Leon W. — 10 years ago

5 years ago
by Randy Dawson

Hotel chain audit: 180 properties, found $2.3M in overcharges by Arnold K. — 6 years ago

6 years ago
by Randy Dawson

Billing consolidators — help or hindrance? by Vera C. — 3 years ago

6 years ago
by Eugene W.

Franchise accounts — who signs the LOA? by Howard J. — 2 years ago

6 years ago
by Ramona L.

Franchise operations - who signs the LOA when franchisee pays the bills? by George P. — 6 years ago

6 years ago
by George P.

Regional bank branches - different utilities, same problems by Victor T. — 6 years ago

6 years ago
by Victor T.

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