Working on my first major engagement agreement for an Ameren Missouri customer in Columbia. They have multiple rate schedules across several facilities. Question for the experienced folks - do you spell out exactly which tariffs and rate schedules you'll be reviewing, or keep it more general like "all applicable utility bills and tariffs"? Wondering about liability if I miss reviewing a specific tariff that might have had errors.
Should LOAs include specific tariff review scope?
John, I typically keep the scope language broad enough to cover all potential billing components but specific enough to set client expectations. Something like "comprehensive review of all electric service bills including but not limited to energy charges, demand charges, power factor penalties, fuel adjustment clauses, and applicable rider charges." That way you're covered if you discover an unusual tariff provision during your review. The key is documenting your methodology in the final report.
I agree with Randy on keeping it broad. Here in Michigan with DTE Energy, they have so many different riders and adjustment clauses that change over time. I learned the hard way that being too specific can actually limit your ability to pursue errors you discover later. One thing I always include is language about reviewing "historical and current rate schedules as applicable to the service period under review." Covers you if tariffs changed during the audit period.