Engagement

Monthly Ledger Review

A recurring review that keeps your energy ledger current: bill checks, anomaly flags, and short notes for facilities staff each month.

Laptop and notebook used for monthly review work

Who it is for

Facilities teams that want steady oversight without hiring a full-time energy analyst

What you receive

Monthly notes highlighting bill variance, weather-adjusted shifts, and suggested checks for on-site staff

Included

  • Monthly bill intake and variance check
  • Anomaly note with suggested on-site checks
  • Quarterly trend summary
  • Email access for urgent bill questions

Outside this engagement

  • Emergency on-site response
  • Vendor contract negotiation

How the work proceeds

  1. Set up bill intake and baseline
  2. Review each month within five business days of bill receipt
  3. Flag anomalies and recommend checks
  4. Refresh the baseline each quarter

Preparation

Nominate a bill-forwarding contact and preferred review day each month.

Constraints

Reviews depend on timely bill delivery; late bills delay the monthly note.