EFTA01100459.pdf

While you're moving forward. we've got your back. ERC Eric Ryan Corporation vpc. 16,I:`313 COLIIR)Ink1O1.1 Utility and Telecommunications Consulting HOW TO SAVE TIME & SAVE MONEY EFTA01100459 Outline Of Presentation Eric Ryan Corporation About Eric Ryan Corporation History of the Eric Ryan Corporation Summary of Clients Services Currently Offered by ERC How does the program work? Pre Audit Forms and Information ERC Audit Process Billing Error Examples Post Audit Activity Summary EFTA01100460 History of Eric Ryan Corp, Eric Established in 1990 as a sole proprietorship under the name of Utility Cost Cutters Incorporated in 1995 as The Eric Ryan Corporation Currently operating with 6 divisions and 100 full and part time employees In the past 21 years ERC has provided service to over 2,000 clients in all 50 states, Canada, Mexico and the Caribbean EFTA01100461 Client Base Sample Eric Ryan Corporation WYNDHAM Universal Studios WORLDWIDE Wyndham Worldwide Coca Cola Hilton Corporate Clear Channel Radio Apple REIT Federal Reserve Bank Island/Chatham Hospitality US Steel Prism Hospitality DSW DSW Shoes Intermountain Mgmt Co Costco LBA Daytona Speedway Dimension Development EFTA01100462 Services Currently Offered _n ERC Eric Ryan Corporation EnergyServices Utility and telecommunications bill auditing Utility and telecommunications rate analysis f04 Utility and telecommunications contract review Telecom Services Energy procurement services 24/7 telecommunications help desk tag Energy site survey/efficiency analysis Local, Id and cellular carrier pricing services Utility Services Bill pay and reporting services Budgeting and management analysis EFTA01100463 Web Based TEM Solution Measure, Manage, Save saw.... O • O = • 106.• fals• loo • Inventory and Expense Management ig_q67;-. Make Wise Telecommunications Purchasing Decisions Invoice processing and G/L feed capabilities Reporting features Project Implementation Bench Marking On line access features Landline and wireless ERCirix14 ti,Isa ‘1...tugettpani EFTA01100464 Web Based EMS Solution FRC Eric 1?v,rt? Best selling energy management software 01.0=11I 0 emiwker...1:4, 44 since 1980 Measure, Manage, Save kaainftwil 1111:0=1St •••••••••• asollft• bilft• .1. SS* .11 st. Identify building control problems, inefficient facilities, and spot leaks SMILOS.M. , 1p Make Wise Energy Purchasing Decisions Motivate occupants to conserve Track and report greenhouse gas emissions and "Green Energy" credits Om* low OM NOY IhR We ft. Perform energy savings measurement & verification Improve budgeting, accruals, and accounting Fast processing of utility invoices Eliminate Billing Errors Energy CAP. EFTA01100465 Analyze and audit all telecommunication & utility costs to uncover billing errors and make objective, verifiable recommendations for future cost reductions. Determine if the client qualifies for a rate schedule change that will reduce cost. Determine if the client qualifies for tariff riders specific to their business (or industry) that will reduce cost. Verify the accuracy of utility meters to insure proper billing. Recommend alternative utility providers offering equivalent services at reduced rates. EFTA01100466 How The Program Works Eric Ryan Corporation Verify that the billings accurately reflect on-site equipment, or the services specified in the contract. Establish usage trends versus activity levels. Coordinate all client refunds and credits, if applicable. Implement and monitor all cost-saving recommendations over the contract period. Provide monthly reports showing the savings by utility. Charge fees that "share" in the savings, yet don't adversely impact client's current operating budget. EFTA01100467 Utility Bill Audit Process Eric Ryan Corporation Utility Audit Process 6(4 Bills are scanned into our system for review by account managers, auditors and analysts Each bill is keyed into spreadsheets for trending and cost per unit analysis Each bill is also keyed into our rate tariff emulation programs If an opportunity is identified a "trouble ticket" is opened in our database system EFTA01100468 Utility Opportunity Auditor notices that this client's energy usage went up 128% over the prior year on the current bill. Client's Energy Use Suddenly Jumps Up 128% Energy Usage • Past 12 Months • Last 12 Months 10 — 8 — mI illign 6 — 4 — 2 — 0 JAN. FEB. MAR APR MAY JUN. JUL. AUG. STEP OCT. NOV. DEC. EFTA01100469 Utility Bill Audit Process ERG Erie Ryan Corporation Utility Trouble Ticket ffilitY haw &sin A trouble ticket is issued for ele — ••••••••• each opportunity identified... Steps Taken: 3115111 Received Invoice for Feb. Usage has increase by 128%. Will send variance to property. Also asked utility to send someone out to reread the meter. Due date has beer extended to April 29th. Suppose weft.; to can back Thursday the 17th. Spoke with Andre at CPE and a technician will be out to reread the meter tomorrow. Will have to call back Thursday and see If the meter read was correct 3/18/11 Called CPE reread on meter is pending. Will call back next week. 3125/11 Received the corrected invcice from CPE. Called CPE to see if a payment has been received. Customer rep. confirmed account has not received a payment and the new balance on the account is now $1.020.60. Will send corrected invoice to property explaining the new charges. EFTA01100470 Utility Audit Process nE Erk RyaR n Utility Audit Process 6, 4 The utility companies are called to discuss the opportunity and to confirm that the savings identified by ERC are accurate The database ticket is updated and put into the audit report We also review any utility procurement opportunity EFTA01100471 Telecom Bill Audit Process Eric Ryan Corporation Telecommunications Audit Process Bills are scanned into our system for review by account managers, auditors and analysts Each bill is keyed into spreadsheets for trending and cost A line list is developed documenting each phone line the customer is charged for Calls are made to each line the customer is paying for validation If an opportunity is identified a "trouble ticket" is opened in our database system EFTA01100472 Telecom Bill Audit Process FRC Eric Ryan Corporation Telecommunications Opportunity This client might be paying for lines they are not using and may not know they were paying for. 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Wm, Toe :sal rs weeed 15 Tx 12 t - attic us-nor'6+e SIS3 OS DIOL/ketEL ne"sel anent:mats SON LASOSellilel= Owe ROW Stoats 0 lava WOOS 00W• IW be-N0s t 041110 lot green 'Cl 41..n2 ~40 Op SS F to Ian n Not Kra WOW SOWS teSegOltege n9wra wools 'ecrow wl wet me, . ooenent son so...a is co *no mag in 2 ••••1IS conves 2.13 le beau* 0100440 .1340 /well on, tqlotao we Ban CM WA 1.1,10 Fokkno/ OS- SO . Mengel 1191001.00 7 20 W. Omega Sheral lv cp1000110•0 lamp Orm tarwitas 10•00 up 04 aala Sheen Wimple* Fetes 410,11 • 11.14 Sloan sweep a on • no robe so filit• IMO 0.31 rod Sivcn can an sr.,' an *a ram, we roe. o t4 10 90443 senssei show b .o*S. Vq loon, 0, 71.10 Vq b20.10 sawed wed tes wag Owen swan aware 10 A147 a. pros fags 1010.1.10M 1O:11.10 WO A trouble ticket is issued for 122.110 rang eta Ka ATV Iliatneo.1.2014 ides, an 'W1.10 we an is.soDwil Awnoosd to Sava Ws bate go 2 ranneva smooke wawa smogs won 1072 01 1042 wawa 10110 Pt Wiese an tamed same 1>fe owes's, I eo rein turves loos osi0,21.I0 VS Snows no Own tap on florets seems each opportunity YB 1.11,94..40 trad *I MVO hen Um. sen, Wag W0.9 bat on,A1tOte r1 2.2 was 00a. up 11.11 s02610 reused 'mai nom ATP 0•01 wsuat Sel 020 21kr lases 'WI '0 2027 Mk SO ?COO Orosal ep0sW On 10.20a 112900 loose* l024 9t ori 11140 Chiron on snort Man SSOld 0) we identified... 114.g Sys ATI' Oral 04.11I* GO tra bl/ lone a 12410.8 12.14 Maid COTO b tell WO 12.12 Cane masa Iwo conga Nay Pestle beano be le dweeza ma, ll. • well 0' Woe Iasi wawa ^ crag or tag 3,40.0.1 Oba We ConscasOspowl Sbaces• 01001e02 EFTA01100474 Telecommunications Audit Process The phone company is called to discuss the opportunity and to confirm that the savings identified by ERC are accurate The database ticket is updated and put into the audit report We also review any telecommunication carrier opportunities EFTA01100475 Sample Billing Errors ERG Eric Ryan Corporation Common Billing Errors Estimated reads We Look For Wrong rates We find that over 94% of Casual billing our clients are over-paying for their telecom and utility Water/Sewer information errors services. Slamming/cramming These are some of the Ratchet demand charges more common billing errors we find in a typical audit. Tax errors Not on supplier program Incorrect contracted rates charged EFTA01100476 Sample Billing Errors ERC Eric Ryan Corporation Estimated Reads 1,••:, —mad eply L44 pcpy Al L4 For, ear d Portland Electric January 09 A utility may estimate the From: Stephanie Fuchs Sent: Monday, January 19, 2009 2:37 PM To: )3ortlandrnegrnOih-corp.corn'; imsteffensCorh-corp.com'; itkake0M-corp.com' bill of a ratepayer if utility Cc: Roger Pollaki; 'John Marques'; 'Marc Winer; Keith Venezia; Tawnya Lon; Chris Clair Subject: Portland Electrc January 09 personnel are unable to General Manager gain access to obtain an This is a follow up to the phone conversation we had last week concerning the high demand of 327.1 billed on actual meter reading. Often account 4411555664002 for sernce period I1/29436-12/31/08 these estimates can be I called Central Maine Power and gave them the reading information you gave to me from the manual reading of the meter al your hotel. Paul Duperry, a supervisor at Central Maine Power, authorized the billing department to rebill this account with an adjusted demand of 151.92 based on outdated or The rebill will result in a credit on this account which may cause the posting to your February 09 GL to appear lower inaccurate data. than 2006. I will continue to monitor your accounts, but if you should have any questions, please contact me. Thank you for your help with obtaining the manual read. Have a great day. Stephanie Fuchs Eric Ryan Corporation Utility Account Manager (724)758-5034 sfuchsCericivancom EFTA01100477 Sample Billing Errors r_RC Eric Ryan Wrong Rates Often a provider may inadvertently apply the wrong rate. EFTA01100478 Casual Billing Long-distance carriers can lose track of phone numbers and instead of billing the call under the corporate contract, it falls off the contract and gets billed at astronomical rates by the local carrier. EFTA01100479 Sample Billing Errors Eric Ryan Cm norat A sewn Cost Water/Sewer i ota $2 516 *V Information Errors 3173 03 3817 96 • $1.705 99 Cooling tower used on o • site is being billed 31.753 18 incorrectly for sewage 11.:1=4 La - ■ 31 920 49 3364 65 EitisilstaiALLtaststsmsetts misss±HtiEkri and a percentage lith •....mi •••vrj, fog Maire.a:it • a r .....m.• . fl a ti a-1 31817387 *IISI •I.a KIL: I. 110,0 should be credited ' ........ .............., tact Credits back to client. ...... ..... ,. .............— ... .. . ... . =2,11=1.1.4 —.. . ..... 2t2= -; =234:2= .==2.1M412 - 7 ...— . —....-- 12= der Included In . MIN 1 LI 1.11: .....—.............--, ; :111=32212: _1= 221 222-t==..1=1.1.1=212=..; =2 Sewn Cost ,.... *ill°, 11.010 ur SS .. —.............. —. ....— IN. la• SG% LIS SI IliC• CI 1- rieWS i - I im a I a m im $148 72 1-1•• 5270 27 ,,s- - •- 1-,..,, •- 3491 92 •- • • •-• • $91091 EFTA01100480 Slamming/Cramming at&t towcW Telecommunication service Monthly Statement providers switch the long- distance phone carrier, or "cramming" their phone bill with unauthorized charges .our..... IT. "`" • SC.:114:4:1" without customer's full 11=12 1 ••••••••,..m knowledge. *: • dal IOW oft •••• ft rft iftft, ftft ru Sft MA MOM M.N. I Odd; ftift•••••10.6g emeaftaftwftft.g. N ad Or el d ON. ONOICCI: • Ift• 0••• • OM... d • ...ft 4•••••••doft do do. dftftdo EFTA01100481 Sample Billing Errors ERG Fri( !frail COI potation Ratchet Demand Charges CuSt017149 Choice El9C1714 1 119104 Caen Pia treason lor*n Pcnt 40044140: 74440166103 Saws Port Rcel &men Putt PO09244 €144614 Co npiely: ‘47•774.1/ Cerech0 ALM° OP 91544 Swat 0: 1300 54999930 •••••••••••••••••••••••• No Sal x•1.4 64•0114.7 oftnommastalpaill••••••464• ,•• .4 76. , 4.6-4 , 4•947, We find errors with the way Accoos t 1300 1010 Rat 4,640 Cat S167401 Ons Depra CON Su:ow. Cog Tout Iola seasonal rates are billed for Perri 7021002 6,3 Raga Our 47 20C 66 40C alga 4 16 Taal 3040 SO 924 04 04$414614 30 12 SO 10 60.14 Tata Ca6114•614 407409 *OVA' Cat 16 740 14 16 92404 CosW464 0 122 0 101 some utilities. OM 101//002 10047402 i 44 744 61 1144 4046 4a OW 1040 15 91616 242 16 793 0.0 202 4x 3 4a 1631 155 6 5911 $000 10 12 1012 00r6C• 40715. 406.4 , a095. 498310 411414 14 ON 14 16 6/6 40 0 105 0 111 0119 01n stars 31810e 13640 63 10113 0 1001 10140, A>6015 0 In 4914 Penni Cat &ass CO. Iola TOY Prowl R Ust14 Arius PF 16 led 0:411144•14 6616 Tod Cos00464 Co.. COsOC404 10/2003 52 320 102 475240 10110 8071.0' 15 71200 0 110 1431/2603 54700 243 2 1051357 10 049 110160. 44361 0019 3t441933 69920 2432 1' 67. 34 10101 .40744. 907134 0 101 3 4/212(0) 49 120 202 10 3<0 :7 10110 4/0/40, 55 30» 0 110 9201103 44 11' 204, '1650 12 *NV ICI) 0, 0 193 :7; 4417001 30 nee 4.4 IX 1 1 C: 774 4 LOI (74 2111 ''' iag rs,'2 %1,,2.4 506,5003 611x 1400 79)404 044 61131 404 i0 WO 303 0) 0 103 111.7X03 61 16 131 2 1.2 3426' 90 We 41119 54 4060 10 0721 1674161 0110 9 4142011 41 120 4312 4214261 10009 41 120 .16 40603 930721 44 74761 0110 90/X075 0 10 80) 61 1303 10 038 61 120 II 405 00 10 0721 16 74761 0 110 7:063,0? 804 6103013 10 044 40940 0 95078 13 0723 /A 720 9/ 0 110 to0619:03 35201 0 11 030 13 WOO 35240 1243119 100540 13 517 32 0 103 12503:03 03 44950 120 1194713 10 043 44900 13034 4661 14349 99 0497 S2 640 4.6 12 27421 10 042 S2640 11026W 106614 1002701 0105 4. C41 744 147 274 2% 50 07* 390 4110 5i3 333 72 SO0613 15050705 0 107 Otnu 0477.900 Cost Sagan Co.. Total Total Pc•ser1 Rea saps Papa $4 &kW Tail Co40(6.14 6614 IVA Cos114/46 Coat ConKt614 22104 67 044 114 4 1290/11 10 043 6700 13 591 14 SO 051 164956 0 017 60336 100 12 625 30 WOO 50 320 13 20923 SO 013 15 4/463 0%5 04 a 4650 132 0 $2 040 21 10044 46660 1269614 10064 453741 0 096 9 -17:04 a 457% in° 12 0,9 74 446 0200 12243/4 10044 452049 0100 Em 2E% .'ilt l'ht :mrs 02,7004 a 44 4/C 1104 14, 10 00 44 404 400 10 NOP 2, 0100 co caw • 44924 Seale 6402 1M M0 1513 4 1577 4/36 .1411 ors r 044 11 rIg SO 60 040 44415334 0111 I6v01 no 61404 • 4730 1152 12 003 33 10 044 4154 13 627 06 10074 Man 18 0 110 61/16004 nn41104 • 16 120 fa 2 11 721 14 10 040 36 693 SI Wein 10051 33 00340 0 104 v3161361 1110:04 a 40100 115 2 $1 64111 10445 40000 024441 SO 061 /4 091 % 0101 12)6=4 1140004 a 4146 1436 12 321 NJ 50 049 47493 12 VA 24 4433 1.4 900 13 014 outs 54.699$ 120565 ad 50 645 vAso 511797.4 50052 4311411 0116 58042104 laps Jird1293094 n concha (UM poet c• la maw mad ssel 61.104 as 43.1 cr or ". 'V. Nate 4444 2= PAPKIntarq 6 10 W11 lame Paled MOM, 0•111411•41•41arta natal a•410 110118361 at 0.12603 utIty 406•0711.040•6