Utility Billing Audit and Cost Recovery Services

The Vendor is required to provide utility billing audit and cost recovery to identify billing errors, overcharges, and tariff misapplications, recover refunds, and implement ongoing cost-reduction strategies.
- Requirement:
1. Historical audit (“look-back”)
• The audit shall include a minimum 36-month review period, or the maximum allowable timeframe under applicable statutes and utility tariffs, to capture all eligible refunds and credits.
2. Technology and transparency requirements
• Provide real-time, web-based access for district staff
• Enable tracking of claims, communications, and recovered funds
• Maintain full audit transparency throughout the engagement
3. Full-service implementation
• Identification of all billing discrepancies
• Preparation and submission of claims and documentation
• Direct negotiation with utility providers
• Securing refunds, credits, and forward-looking savings
4. Audit methodology requirements
• Line-item review: identification of incorrect rate classes, duplicate charges, improper taxes, and billing anomalies
• Demand analysis: verification of billed vs. actual demand, including evaluation of demand ratchets and peak demand exposure
• Rate and tariff optimization: confirmation of correct tariff assignment and identification of lower-cost rate eligibility
• Billing error recovery: detection of estimated billing, meter inaccuracies, and retroactive overcharges
• Third-party supplier review: evaluation of supply contracts for pricing inefficiencies, hidden fees, and renewal risks.