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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

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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
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


Audit kit checklist
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


Introductions questions
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)


Audit order filing in forms
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?


Concluding audit
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


Next steps
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!


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