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Client Facing Summary - Bill Audit Agreement

*see attached pdf for reference*

Updated over 2 months ago

Before you sign, here’s a simple explanation of how this works.

Our audit partner, National Auditing Services & Consulting (NASC), specializes exclusively in utility bill auditing. Their role is to validate billing accuracy and rate alignment — not to sell energy equipment or solutions.

This agreement allows them to review your accounts on your behalf.


1️⃣ What You’re Authorizing

By signing this agreement, you are giving NASC permission to:

  • Review your utility billing history

  • Request historical records from the utility

  • Identify billing errors or misclassifications

  • File refund or adjustment claims on your behalf

  • Negotiate corrections or recoveries if needed

This simply allows them to act as your authorized representative for billing review purposes.


2️⃣ What Utilities Can Be Reviewed

The audit may include:

  • Electricity

  • Natural gas

  • Water

  • Sewer

  • Propane

  • Oil

  • Diesel

  • Telecom (if applicable)

  • Property tax (if applicable)

You are not required to include all categories — only what is relevant to your business.


3️⃣ Is There Any Upfront Cost?

No.

There is no upfront fee to begin the audit.

If NASC does not identify any refunds, credits, or billing reductions, you owe nothing.


4️⃣ How Compensation Works

NASC is compensated only if they generate measurable financial benefit for you.

There are two possible scenarios:

Scenario A – Historical Refunds or Credits

If NASC identifies past overcharges and secures:

  • Refund checks

  • Credits

  • Billing adjustments

They are compensated 50% of the recovered amount.

You keep the other 50%.


Scenario B – Future Billing Reductions

If no historical refunds are available, but NASC identifies billing corrections that reduce your future charges, then:

They are compensated 50% of the verified savings for a 36-month period.

After that 36-month period, you retain 100% of all ongoing savings.


Important Clarification

NASC is compensated on only one of these two structures — not both.

If no savings are identified, no fee is due.


5️⃣ What Counts as “Savings”?

Savings may include:

  • Refund checks

  • Credits applied to your account

  • Reductions in future charges

  • Rate classification corrections

  • Adjustments to demand or billing structures

Fees are only due once you have actually received the financial benefit.


6️⃣ What Is Required From You?

To perform a proper audit, NASC will need:

  • Utility billing history (ideally 12+ months, preferably 3–5 years)
    OR

  • Temporary portal access to download billing records

Many clients prefer portal access because it reduces workload.


7️⃣ How Long Does the Audit Take?

Typically, the audit process takes 1–5 months, depending on:

  • Utility responsiveness

  • Number of meters

  • Length of historical review

  • Complexity of rate structures

NASC handles all communication with the utility.


8️⃣ Can You Cancel?

Yes.

The agreement remains active until either party provides written notice. If NASC has already submitted claims before cancellation and savings result, they are still entitled to the agreed fee on those claims.


9️⃣ Is Your Information Protected?

Yes.

All billing information and data exchanged during the audit is treated confidentially. NASC uses it solely for audit and recovery purposes.


🔟 What This Is Not

  • It is not a solar sales agreement

  • It is not a long-term energy contract

  • It is not a savings guarantee

  • It is not a consulting retainer

It is a performance-based utility bill audit.


Summary in One Sentence

You authorize NASC to review your utility bills for errors and recover savings. If they find value, they share in the benefit. If they don’t, you pay nothing.

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