Seven files per job.
Six narrative documents in .docx and the register workbook in .xlsx. All editable — they arrive as drafts on your letterhead practice, not as locked output.
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Bill Register
One row per statement per meter: service period, days, determinants, each charge component as billed and as recomputed, and the variance. Every figure in the other six documents resolves to a row here.
register.xlsx -
Forensic Audit Report
The narrative: scope, accounts and periods examined, method, each finding in sequence with its tariff basis and arithmetic, and the aggregate exposure.
.docx -
Findings Reference
Each finding on its own, indexed by reference number — the tariff provision tested, the statements affected, the rebuild, and what the utility would have to show to rebut it.
.docx -
Refund Demand Letter
Addressed to the utility, stating the findings raised, the amount claimed, and the period. Drafted for your signature — review it against the tariff in force before it leaves your office.
.docx -
Client Strategy Letter
For the client rather than the utility: what was found, what is worth pursuing, the trade-off between informal dispute and a formal Commission complaint, and what to expect on timing.
.docx -
Engagement Agreement
Scope, fee basis, and term, drafted to the engagement the audit was run under.
.docx -
Letter of Authorization
The client's authorization for you to obtain account records and correspond with the utility on their behalf.
.docx
The register, in practice
Four consecutive statements from an account carrying the demand ratchet error, as the register records them. The variance column is the same on each because the error is the same on each.
| Statement | Service period | Days | kWh | Billed kW | Amount | Recomputed | Variance |
|---|---|---|---|---|---|---|---|
| 2025-02 | 01 Feb – 28 Feb 2025 | 28 | 214,800 | 1,207 | 41,882.19 | 31,861.71 | 10,020.48 |
| 2025-01 | 01 Jan – 31 Jan 2025 | 31 | 238,640 | 1,207 | 44,905.60 | 34,885.12 | 10,020.48 |
| 2024-12 | 01 Dec – 31 Dec 2024 | 31 | 251,120 | 1,207 | 46,338.77 | 36,318.29 | 10,020.48 |
| 2024-11 | 01 Nov – 30 Nov 2024 | 30 | 229,400 | 1,207 | 43,110.05 | 33,089.57 | 10,020.48 |
| Four of eleven affected statements | 120 | 933,960 | 176,236.61 | 136,154.69 | 40,081.92 |