1 / 7

Commercial Audit Techniques

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). Choose Location Call Ahead Choose Contact wisely Ask to speak to the owner, the manager

roy
Télécharger la présentation

Commercial Audit Techniques

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Commercial Audit Techniques Define Commercial • Why Commercial? • Why PG&E? Why us? 200 + audits, best practices, tips, sales 60 hours of field training

  2. Getting Started! (Sales 101) • Choose Location • Call Ahead • Choose Contact wisely • Ask to speak to the owner, the manager • 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

  3. Audit Kit Checklist • 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

  4. Introductions: & Questions: • Ask for your contact • owner/manager • Professionalism • exchange card/brochure) • Shake Hands and thanks for time spent • Determine audit route • 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 • 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)

  5. Audit Order/Filing in forms Essentials Lighting Questions • 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 • 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?

  6. Concluding Audit • 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

  7. Next Steps!!! • 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!

More Related