Case File
efta-efta01100459DOJ Data Set 9OtherWhile you're moving forward. we've got your back.
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Unknown
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DOJ Data Set 9
Reference
efta-efta01100459
Pages
38
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0
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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
_n
ERC
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
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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
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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 weft.;
EFTA01100470
Utility Audit Process nE Erk 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
208.933.2008
Ring No Answer
Ring No Answer
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208-7264736
208-726-5495
Ring No Answer
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8-727.6671
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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
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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 eply
L44 pcpy Al
L4 For, ear d
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.
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5270 27
3491 92
$91091
EFTA01100480
Slamming/Cramming
Telecommunication service providers switch the longdistance phone carrier, or
"cramming" their phone bill with unauthorized charges without customer's full
knowledge.
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EFTA01100481
Sample Billing Errors
Ratchet Demand Charges
We find errors with the way seasonal rates are billed for some utilities.
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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.
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EFTA01100483
Sample Billing Errors
E
R
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
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•
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e
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/
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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
Cocation /
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EFTA01100486
L °cation 1
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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
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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
Ir
Cosmic
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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
STATE OF KANSAS
DEPARTMEAT OF REVENVE
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EFTA01100492
What We Need to Proceed
Client Information Forms
We will need a complete Client
Information Form for each location.
FRC
Eric Ryan
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EFTA01100493
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
_4004464
0*
VT
ME
--- NH
Ail NY
A
N RI
t
r PAr
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
Technical Artifacts (35)
View in Artifacts BrowserEmail addresses, URLs, phone numbers, and other technical indicators extracted from this document.
Domain
imsteffenscorh-corp.comDomain
itkake0m-corp.comPhone
(724)758-5034Phone
1
3300340Phone
1300 1010Phone
15050705Phone
1591616
5911Phone
3115111Phone
312 4214261Phone
3161361Phone
361
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390 4110Phone
4004464Phone
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4142011Phone
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4415334Phone
4417001Phone
446
0200Phone
464
7021002Phone
4999930Phone
5664002Phone
6505084Phone
701
0105Phone
727.6671Phone
730
1152Phone
744
1040Phone
761
0110Phone
804
6103013Phone
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