Commercial Audit Techniques Define Commercial Why Commercial? Why PG&E?

Why us? 200 + audits, best practices, tips, sales60 hours of field training

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

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: 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

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?

Essentials Lighting Questions

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!!!

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!