While you're moving forward. we've got your back.
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
DSW
Co Universal Studios
Coca Cola
Clear Channel Radio
Federal Reserve Bank
US Steel
DSW Shoes
Costco
Daytona Speedway WYNDHAM
WORLDWIDE Wyndham Worldwide
Hilton Corporate
Apple REIT
Island/Chatham Hospitality
Prism Hospitality
Intermountain Mgmt
LBA
Dimension Development
EFTA01100462
Services Currently Offered _nERC Eric Ryan Corporation
Energy Services
f04 Telecom Services
tag Utility Services Utility and telecommunications bill auditing
Utility and telecommunications rate analysis
Utility and telecommunications contract review
Energy procurement services
24/7 telecommunications help desk
Energy site survey/efficiency analysis
Local, Id and cellular carrier pricing services
Bill pay and reporting services
Budgeting and management analysis
EFTA01100463
Web Based TEM Solution
O • O = • 106.• fals• loo • Measure, Manage, Save
Inventory and Expense Management
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 saw....
ig_q67;-.
ERCirix14 ti,Isa ‘1...tugettpani
EFTA01100464
Web Based EMS Solution FRC Eric 1?v,rt?
Best selling energy management software
since 1980
Measure, Manage, Save
Identify building control problems, inefficient
facilities, and spot leaks
Make Wise Energy Purchasing Decisions
Motivate occupants to conserve
Track and report greenhouse gas emissions
and "Green Energy" credits
Perform energy savings measurement &
verification
Improve budgeting, accruals, and accounting
Fast processing of utility invoices
Eliminate Billing Errors 01.0=11I
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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
10 —
8 —
6 —
4 —
2 —
0 • Past 12 Months
• Last 12 Months
m I illign JAN. FEB. MAR APR MAY JUN. JUL. AUG. STEP OCT. NOV. DEC.
EFTA01100469
Utility Bill Audit Process
Utility Trouble Ticket
A trouble ticket is issued for
each opportunity
identified... ffilitY haw &sin
ele —
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
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. ERG Erie Ryan Corporation
•••••••••
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EFTA01100470
Utility Audit Process nEErk RyaRn
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
208-913-20 Telecom Bill Audit Process
Telecommunications
Opportunity
This client might be paying for lines
they are not using and may not
know they were paying for.
None
208-933-2019
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None
208-933-2007
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Ring No Answer
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208-7264736
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EFTA01100473
Telecom Bill Audit Process
Telecommunications
Trouble Ticket
MUNI/Dell OULRE I
A trouble ticket is issued for
each opportunity
identified... ERC Telecom Issue Summary
Orlando Regional Healthcare
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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
We Look For
We find that over 94% of
our clients are over-paying
for their telecom and utility
services.
These are some of the
more common billing errors
we find in a typical audit. Estimated reads
Wrong rates
Casual billing
Water/Sewer information errors
Slamming/cramming
Ratchet demand charges
Tax errors
Not on supplier program
Incorrect contracted rates charged
EFTA01100476
Sample Billing Errors
Estimated Reads
A utility may estimate the
bill of a ratepayer if utility
personnel are unable to
gain access to obtain an
actual meter reading. Often
these estimates can be
based on outdated or
inaccurate data. ERC Eric Ryan Corporation
1,••:, —mad
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Portland Electric January 09
From: Stephanie Fuchs
Sent: Monday, January 19, 2009 2:37 PM
To: )3ortlandrnegrnOih-corp.corn'; imsteffensCorh-corp.com'; itkake0M-corp.com'
Cc: Roger Pollaki; 'John Marques'; 'Marc Winer; Keith Venezia; Tawnya Lon; Chris Clair
Subject: Portland Electrc January 09
General Manager
This is a follow up to the phone conversation we had last week concerning the high demand of 327.1 billed on
account 4411555664002 for sernce period I1/29436-12/31/08
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
The rebill will result in a credit on this account which may cause the posting to your February 09 GL to appear lower
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
Wrong Rates
Often a provider may
inadvertently apply the
wrong rate. r_RC Eric Ryan
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
Water/Sewer
Information Errors
Cooling tower used on
site is being billed
incorrectly for sewage
and a percentage
should be credited
back to client. 11.:1=4 La-
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3173 03
3817 96
$1.705 99
31.753 18
31 920 49
3364 65
31817387
tact
Credits
Included In
Sewn Cost
$148 72
5270 27
3491 92
$91091
EFTA01100480
Slamming/Cramming
Telecommunication service
providers switch the long-
distance phone carrier, or
"cramming" their phone bill
with unauthorized charges
without customer's full
knowledge. at&ttowcW
Monthly Statement
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EFTA01100481
Sample Billing Errors
Ratchet Demand Charges
We find errors with the way
seasonal rates are billed for
some utilities. Fri( !frail COI potation ERG
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EFTA01100482
Sample Billing Errors Frie Ryan Corporation
Tax Errors
Our clients are often charged
taxes on un-taxable usage,
double taxed, or taxed while
exempt. •u?vm Summary
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EFTA01100483
Sample Billing Errors ER
Eric Ryan Corporation
Incorrect Contracted Rates
We often find that our clients are
being billed for a utility at a much
higher rate than their contract has
outlined.
...onthy Energy Spend
$10000
$8000
$8000
$4000
$2000
$0 • Contract Rats
le Actual Rate
1111111 11/11t
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC
EFTA01100484
Other Savings Found
Broken Equipment
Some times our audits uncover equipment that
is broken or in disrepair resulting in excessive
use of a utility.
Atter reviewing your water bills for service period 11/26108.1228/08 we noticed a significant increase on meter
88233505 for account #10000996505084. Our records indicate that this meter is an irrigation line.
The utility was unable to confirm that this meter is intended for irrigation use.
We found a leak on the sprinkler system and have repaired it We are also in contact with the water compam
b see if are able to receive a credit.
Thank you
EFTA01100485
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EFTA01100486
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475.01
EFTA01100487
1 Copies of your telephone and/or utility bills:
2. A blank, signed Letter of Authorization (LOA)
typed onto your company's letterhead:
3. Copies of any Contracts or Agreements:
4. Copies of your state and federal sales
tax exemption forms:
Complete the Client Information Form(s):
EFTA01100488
What We Need to Proceed
Copies of your telephone
and/or utility bills
Complete copies of your gas,
electric, water, sewer, and
waste bills for the past
twelve (12) months
Complete copies of your
cellular, local, and long distance
telephone bills for the most
recent two months
Please Note: Any additional billings
provided will help ensure a more
thorough audit. XoslEnergy
oe r•••••./..t.
<ON • Eric Itydn
.1•4/6.0)4NI.0.8.•
EFTA01100489
What We Need to Proceed
Letter of Authorization
Typed onto your company's
letterhead; This document will
give the utility and/or
telecommunication Companies
authorization to provide
information to ERC. rEIC Eric Ryan Corpnr.11inn
Please Type
On Your Company Letterhead
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EFTA01100490
What We Need to Proceed
Contracts & Agreements
Copies of any Contracts or
Agreements between your company
and any telephone and/or utility
companies
EFTA01100491
What We Need to Proceed
Tax Exemption Forms
Copies of your state and
federal sales tax exemption
forms if applicable ERG Frie RI an Corporation
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What We Need to Proceed
Client Information Forms
We will need a complete Client
Information Form for each
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Why Eric Ryan Corporation? ERG Eric Ryan Corporation
Deregulation By State
ND
SD
NB
KS
OK
Electricity Only
• Gas Only
• Gas Only - Partial Choice
• Electricity & Gas
• Electricity & Gas - Partial Choice
• Electricity Only MN
Warms AM MD MO
AR KN
TN NC
Sc
MS AL
LA _40044640* VT ME
--- NH
Ail NY A N RI
trPAr CT
EFTA01100494
Why Eric Ryan Corporation? ERC Eric Ryan Corporation
Several different options to selecting a "fee
for service" program such as shared
savings, per room per month and fixed fee
No obligation to implement any of the
recommendations made
ERC implements, monitors and reports
savings on any action item approved for
implementation by client
87% client retention base
Large enough to serve you
Small enough to know you
EFTA01100495
THANK YQQ
ERC Eric Ryan Corporation
coi.boinklou
EFTA01100496
📷 Images in this document (38 detected; 6 largest described)
AI-generated factual descriptions of embedded images (llava:13b). These are searchable across the corpus.
[Image 1] The image appears to be a slide from a presentation, possibly related to billing or accounting. The slide is titled "Sample Billing Errors" and includes a photograph of a printed document with a table of numbers, which seems to be a financial statement or billing document. The document includes columns with numerical data, and there are visible names, dates, and possibly a logo or company name at
[Image 2] The image shows a screenshot of a webpage with a focus on a section titled "Sample Billing Errors." The screenshot includes a graphical representation of a utility bill with various columns and rows of data, highlighted with a blue arrow pointing to a specific line item. The text on the webpage explains that the sample bill is used to demonstrate how to find errors in billing, such as incorrect ch
[Image 3] The image shows a collection of documents and a printed page with text. The documents appear to be utility bills or statements, with visible text fields for account numbers, dates, and amounts. The printed page contains text that reads "What We Need to Proceed" and includes a logo with the letters "ERC" and a tagline "Your Trusted Partner in Energy." The text also mentions the need to provide copi
[Image 4] The image appears to be a screenshot of a webpage or a digital document related to billing or accounting. The main focus is a section titled "Sample Billing Errors" with a subtitle "Wrong Rates." Below this title, there is a sample document that looks like a bill or invoice with various columns of data, including dates, descriptions, and amounts. The document is partially obscured by a red arrow p
[Image 5] The image is a slide from a presentation, likely related to a telecommunications company's audit process. The slide is titled "TELECOM BILL AUDIT PROCESS" and includes a logo for "ERC" at the top right corner. The slide outlines the process for reviewing telecommunications bills, which includes scanning bills into a system, reviewing them for accuracy, and developing documents based on the review.
[Image 6] The image shows a screenshot of a webpage with a section titled "Utility Bill Audit Process." Below the title, there is a section titled "Utility Trouble Ticket" with a form that appears to be for reporting a utility issue. The form includes fields for the customer's name, address, and contact information, as well as a description of the issue.
To the right of the form, there is a red button with