By - Danielle Duignan

Utility Bill Auditing
July 18-19, 2019 | Houston, TX

Download PDF
 

Overview

Utility bill auditing is one of the key factors in reducing overall billing expenditures company wide. This class will provide an overview of utility bill auditing, and how it should be applied to consistent operations within an organization. This Utility Bill Auditing course will primarily focus on key aspects of utility categories with Electric, Natural Gas, Water, Sewer, Storm Drainage and Waste Removal. Additionally, course attendees will be given insight on utility tax structures, franchise fees, as well as the latest trends with retrofitting, rebates, and solar energy.

This training course will outline the basics and intermediate industry knowledge of utility billing and bill auditing. Information from this class can be applied across all levels of experience and industries.

Learning Outcomes

Upon completion of this course, participants will be able to successfully:

  • Perform and understand the basics of a utility bill audit
  • Identify Public Utilities Commission (PUC) regulations
  • Obtain working knowledge of local utility tariffs and rate structures
  • Explain the concept and purpose of power factors
  • Explain curtailment and emergency power
  • Classify regulated and deregulated states
  • Discuss the options of fixed and index pricing with commodities
  • Understand the workings of meters
  • Review expenses with potable and non-potable water
  • Understanding of various tax structures within utilities
  • Outline tax exemptions available in certain fields and regions
  • Define incorporated and non-incorporated franchise fees and zoning discounts
  • Provide working knowledge of energy rebates available
  • Outline the return on investment with retrofitting projects
  • Identify types of solar energy
  • Track savings as a result of auditing utility bills

Credits

AP_Logo

EUCI has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET).  In obtaining this accreditation, EUCI has demonstrated that it  complies with the ANSI/IACET Standard which is recognized internationally as a standard of good practice. As a result of their Authorized Provider status, EUCI is authorized to offer IACET CEUs for its programs that qualify under the ANSI/IACET Standard.

EUCI is authorized by IACET to offer 1.0 CEUs for this event.

Requirements for Successful Completion of Program

Participants must sign in/out each day and be in attendance for the entirety of the conference to be eligible for continuing education credit.

Upon successful completion of this event, program participants interested in receiving CPE credits will receive a certificate of completion.

Course CPE Credits: 12.0
There is no prerequisite for this Course.
Program Level: Beginner/Intermediate
Delivery Methood: Group-Live
Advanced Preperation: None

CpeEUCI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Instructional Methods

PowerPoint presentations and case studies will be used in program.

Agenda

Thursday July 18, 2019

8:00 – 8:30 am :: Registration & Continental Breakfast


8:30  – 8:45 am :: Course Introductions and Objectives

  • Course Outline
    • What is utility bill auditing?
    • Electricity audits
    • Natural gas audits
    • Water, sewer & storm drainage audits
    • Waste removal audits
    • Tax structures
    • Franchise fees
    • Energy rebates
    • Lighting retrofit
    • Solar energy

8:45 – 9:45 am :: Introduction of Utility Bill Auditing and Operations

  • What is a utility bill audit?
  • When is a utility bill audit necessary?
  • Why perform a utility bill audit?

9:45 – 10:00 am :: Morning Break

 


10:00 am – 12:00 pm :: Electricity

  • Local distribution company
  • Public Utility Commission
  • Primary and secondary service
  • Opening of new accounts
    • Security deposits
    • Surety bonds
  • Power factors
  • Meters
    • Meter types
    • Reading meters
    • Multipliers
    • Estimated reading
    • Meter replacements
  • Rates and tariffs
    • Tariff structure
    • Riders
    • Rate options
    • Electric cost adjustments
  • Curtailment
    • Capacity reservation
    • Emergency power
    • Percentages
    • Energy discounts

12:00  – 1:00 pm :: Group Luncheon

 


1:00  – 2:00 pm :: Electricity / Natural Gas Deregulation

  • Deregulation overview
  • What states are deregulated?
  • Local distribution company choice
  • Electric supply agreements
  • Gas supply agreements
  • Fixed market pricing
  • Index market pricing

2:00 – 2:10 pm :: Afternoon Break 

 


2:10 – 2:45 pm :: Natural Gas

  • Local distribution company
  • Public Utility Commission
  • Opening of new accounts
    • Security deposits
    • Surety bonds
  • Meters
    • Meter types
    • Reading meters
    • Multipliers
    • Estimated reading
    • Meter replacements
  • Rates and tariffs
    • Tariff structure
    • Riders
    • Rate options
    • Gas cost adjustments

2:45 – 3:00 pm :: Afternoon Break

 


3:00 – 4:00 pm :: Water / Sewer / Storm Drainage

  • Is water and sewer regulated
  • Potable water
  • Non-potable water
  • Water meters

4:00 – 4:30 pm :: Questions, Concluding Remarks and Day 1 Recap

 

 

Friday, July 19, 2019

8:00 – 8:30 am :: Continental Breakfast

 


8:30 – 9:00 am :: Tax Structures & Franchise Fees

  • Tax structures
    • Types of tax structures
    • Tax exemptions
    • Federal Tax Act adjustments
  • Franchise fees
    • Incorporated and non-incorporated areas
    • Zoning discounts
    • Clean river rewards

9:00 – 10:00 am :: Waste Removal

  • Container sizes & types
  • Service levels
  • Pick ups
  • Overflow charges
  • Fuel & administrative charges
  • Franchised areas
  • Competitive market pricing

 


10:00 – 10:15 am :: Morning Break

 


10:15 am – 12:00 pm :: Energy Rebates, Lighting Retrofit, Solar and Wind Energy

  • Energy rebates
    • Rebate types
    • Qualifications for rebates
    • HVAC
  • Lighting retrofit
    • LED
    • Return on investments
  • Solar and wind energy
    • Federal programs
    • The high cost of green
    • Is green energy worth the cost?

12:00 – 12:15 pm     Wrapping Up: Questions and Concluding Remarks

 

Instructors

Jeremiah Vigil, VP of Operations, Utility Audit, Inc.

While strategically managing the sourcing department at Utility Audit, Inc., Jeremiah uses his underlying experience in project control to progress Utility Audit, Inc. through operations and business management. His expertise in utility tariffs, statutes, and utility tax law have propelled the firm into record breaking refunds, credits, and savings for their clientele. His technological education and history in business management has proven necessary to complete the corporate vision.

Jeremiah also serves as a valued instructor where he expands the company’s expertise of utility bill auditing into the nationwide arena for professionals expanding their knowledge to save resources and monies for their companies. His experience on conducting conferences, classes and online webinars are utilized during conventions and higher education classes, including the National Retail Tenants Association and the EUCI.

As an Eagle Scout, he carries the integrity of the rank into his professional and personal life. A husband and father of two, he values his home life and counts his family as his highest priority. He and his wife also serve as mentors and counselors to youth, and young adult groups within their local assembly.


Mike Vigil, President & Founder, Utility Audit, Inc.

After 30 years in the industry, Mike has grown a fledgling utility auditing firm into the nation’s most knowledgeable in the utility billing experience. He has been pivotal in finding countless cost reductions for international companies, local government, retail, health care facilities, school districts, industrial/manufacturing and the private sector with his comprehensive utility bill tariff and vendor knowledge.

During his career Mike, has been awarded Businessman Of The Year from the National Congressional Committee and Business Advisory Council. His educational business and accounting background has proven necessary to complete the corporate vision. The advantage of being a Realtor in the state of Arizona, benefits his use of secure portals into lease management rules and regulations. His experience on conducting conferences, classes and online webinars are just a portion of direction he can provide. The National Retail Tenants Association (NRTA), and Electric Utility Consultants, Inc. (EUCI) an accredited conference are some of the training courses he has participated in for professionals in the energy field as well as other industries.

Mike shares his life with his wife, Debra of 39 years. Their son gave them a wonderful daughter when he married his wife. They are proud grandparents to two of the best kids, ever!  Residing in Arizona, they enjoy the benefits of wonderful weather: hiking and golf.  Two fuzzy faced Old English Sheepdogs contribute to the mix of a full home life. Mike holds a Christian ministerial license and is on the board of directors at his home church.

Location

Doubletree by Hilton Houston by the Galleria

5353 Westheimer Rd

Houston, TX 77056

Reserve your room:

please call 1-713-961-9000

Room Block Reserved For:

Nights of July 17-18, 2019

Room rate through EUCI:

$139.00 single or double plus applicable taxes
Make your reservations prior to June 16, 2019.

Venue Information

Getting to and from the hotel:

https://www.doubletreesuiteshouston.com/map–directions.htm

Dining options

https://www.doubletreesuiteshouston.com/local-dining.htm

Register

Please Note: Confirmed speakers do not need to register and are encouraged to participate in all sessions of the event. If you are a speaker and have any questions please contact our offices at 1.303.770.8800

EventEarly Bird Before
Friday, June 28, 2019
Standard RateAttendees
Utility Bill AuditingUS $ 1195.00 US $ 1395.00

Register 3 Send 4th Free!

Any organization wishing to send multiple attendees to these conferences may send 1 FREE for every 3 delegates registered. Please note that all registrations must be made at the same time to qualify.

Cancellation Policy

Your registration may be transferred to a member of your organization up to 24 hours in advance of the event. Cancellations must be received on or before June 14, 2019 in order to be refunded and will be subject to a US $195.00 processing fee per registrant. No refunds will be made after this date. Cancellations received after this date will create a credit of the tuition (less processing fee) good toward any other EUCI event. This credit will be good for six months from the cancellation date. In the event of non-attendance, all registration fees will be forfeited. In case of conference cancellation, EUCIs liability is limited to refund of the event registration fee only. For more information regarding administrative policies, such as complaints and refunds, please contact our offices at 303-770-8800

By clicking Accept or closing this message, you consent to our cookies on this device in accordance with our cookie policy unless you have disabled them. more information

By clicking Accept or closing this message, you consent to our cookies on this device in accordance with our cookie policy unless you have disabled them. You can change your cookie settings at any time but parts of our site will not function correctly without them. We use cookies during the registration process and to remember member settings.

Close