Utility Bill Review

Reviewing a Utility Bill

Begin by capturing a clear image of the most recent utility bill, either by taking a photo or using a camera scanner. Ensure the bill includes the annual consumption graph and that details such as the account number and meter number are legible.

If the electric bill lacks an annual consumption graph, proceed to confirm the electricity usage for the past 12 months. Initially, inquire if the homeowner has an online account with the electricity provider, which allows them to view and pay their bills electronically, and access detailed usage histories. If online access isn't available, you may need to facilitate a call with customer service—while the homeowner is present—to request that the electricity usage history be emailed directly to them. Ideally, ask for the past year's electric usage or a detailed PDF of their bill.

The primary goal when reviewing the utility bill with the homeowner is to explain their current electricity consumption, how billing works, the various fees charged by the utility company, and potential future changes. This discussion encompasses the past, present, and future interactions with their utility provider.

In dissecting the bill, first confirm the identity of the person named on the bill matches that on the service agreement. If there's a discrepancy, ensure that the person authorized on the bill is the one signing any interconnection agreements. Consult your manager for guidance if there are any uncertainties regarding documentation alignment.

Encourage the customer to take notes during the breakdown of their bill to better understand the calculations shown. Electric bills can vary significantly, so familiarize yourself with the different formats and services provided in your operational area. Focus primarily on the electric portion of the bill if multiple utilities are listed.

Utility bills typically include several charges:

• Customer Fee: Covers maintenance of the utility grid and any necessary upgrades.

• Fuel Charge: Reflects the cost of generating electricity.

• Energy Efficiency Recovery Factor: Investment in renewal portfolio.

• Advance metering system: New smart meters getting installed across the city.

• Retiring Plant Rider: Charge for decommissioning gas and coal plants by 2035. 

• Taxes & Additional Fees: May include charges for renewable energy programs and various governmental taxes.