Commercial Audit Techniques
Define Commercial
 Why Commercial?
 Why PG&E?
Why us? 200 + audits, best practices, tips, sales
60 hours of field training
Getting Started! (Sales 101)
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Choose Location
Call Ahead
Choose Contact wisely
 Ask to speak to the owner, the manager
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Be on their schedule, ask if it’s a good time to talk
1 week preferably – 48 hrs minimally
Full introductions (Professionalism, Professionalism, Professionalism)
Remember your county
Full details and disclosure
 Who you are, what you intend to do
 set a firm time, and allow ample time (1hr ect)
Get a scope of work designed ahead of audit.
 Pending EE projects?
 Approximate Square footage/large loads (refrigerators ect)
 Request a copy of the PG&E bill
Audit Kit Checklist
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Pen
Clipboard
Identification (Business Card, name tag, ect)
Audit Form + Scratch Paper
Ballast wheel/discriminator
Light Meter
Digital Camera
Multi Function Screwdriver
Step Stool / Collapsible ladder
PG&E Rebate Catalogue
Planner/Schedule
Introductions:
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Ask for your contact
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Questions:
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owner/manager
Professionalism
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&
exchange card/brochure)
Shake Hands and thanks for
time spent
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Determine audit route
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Determine who will go on
audit walk ( solo or with
owner/manager/facilities)
Make sure not to miss a single
light
Determine and Disclose timing
of audit
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What is your average PG&E
Bill? Can I have a copy?
Is this the only building tied to
the meter?
Where is the meter?
What are your normal
business hours?
Do you plan on changing any
lights, electrical loads, or
equipment?
Does your Staff know that I
am here, will I be in the way
(route)?
THANKS (be back or lets go)
Audit Order/Filing in forms
Essentials
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Conservation and Efficiency First,
O+M seconded
Check fixtures in non busy areas
Check at least one existing ballast
Delineate fixtures by room
Meter #
Delamping
Type of lamp/fixture
Existing information
KELVIN KELVIN KELVIN!
CRI CRI CRI
Lighting Questions
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Questions: Are you happy
with the current light levels
in this area?
Are there any lighting
areas of concern?
What should I call this
room?
What task are preformed
in this area?
Does this get used a lot?
Concluding Audit
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Double Check that all areas have been counted
Check to make sure you have some PG&E information
Check to secure all lenses, covers, and return all
fixtures/property to original condition
Check to make sure that you have all of your tools
Check out with your contact
Thanks them for there time
 Give them a schedule as to your return, preview report
 Set a date to return that works for them (schedule)
 Leave them with PG&E rebate catalogue or brochure
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Next Steps!!!
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Create Report with calculated savings
Present Findings to customer…………
EETP Field Training Program and Schedule
September 19th 9:00 am
Right here
PG&E CLASS REGISTRATION (asap!)
Ideas for COMMERCIAL AUDIT Locations
QUESTIONS? …….
Thanks!