LOA & Data Collection Tips

Best practices for Letters of Authorization and gathering billing records from utilities.

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How long should I keep LOA copies on file? by Ted N. — 2 years ago

6 months ago
by Sandra P.

Getting 24 months of historical data when client only has 12 by Brian Murphy New Member — 7 months ago

6 months ago
by Jessica Wang

LOA rejected by utility — now what? by David Johnson New Member — 7 months ago

7 months ago
by Rachel Garcia

Name the account on your LOA, not just the service address by Leah L. — 9 months ago

9 months ago
by Leah L.

How do you handle estimated reads with Salt River Project? by Janet A. — 1 year ago

1 year ago
by Walt F.

Do I need a separate LOA for each meter at the same address? by Bernard P. — 1 year ago

1 year ago
by Randy Dawson

Requesting data from co-ops — they all seem to make up their own rules by Roy S. — 3 years ago

3 years ago
by Randy Dawson

How do you handle client billing data security? by Janet H. — 3 years ago

3 years ago
by Janet H.

Getting billing data from a client's property management software by Tina B. new — 4 years ago

4 years ago
by Tina B.

Best method for submitting LOAs — some utilities still want fax?? by Mike D. — 4 years ago

4 years ago
by Duane K.

LOA template that works across most utilities — my go-to version by Arnold K. — 6 years ago

5 years ago
by Brenda A.

Client gave me login to their utility account — do I still need an LOA? by Rosa B. — 6 years ago

5 years ago
by Randy Dawson

Client lost all their utility bills — how do I even start? by Tony S. — 6 years ago

5 years ago
by Randy Dawson

Utility billing department closed for COVID — how to get data during shutdowns by Cliff W. — 6 years ago

6 years ago
by Randy Dawson

How quickly should I expect data after submitting an LOA? by Bev H. — 6 years ago

6 years ago
by Bev H.

Caught CPS Energy seasonal rate misapplication going back 4 years by Earl P. — 6 years ago

6 years ago
by Manny G.

Utility wants a fee to release historical billing records by Nancy H. — 6 years ago

6 years ago
by Nancy H.

LOA process for government and military facility accounts by George P. — 7 years ago

6 years ago
by Randy Dawson

LOA confusion in deregulated states — utility vs supplier vs both? by Lyle R. — 6 years ago

6 years ago
by Lyle R.

Rural electric co-ops — different LOA process entirely by Wendell T. helper — 7 years ago

7 years ago
by Wendell T.

Getting added to a client's utility online portal — easier than LOAs? by Andre W. — 8 years ago

7 years ago
by Albert M.

Client wants to revoke my LOA before the audit is finished by Cindy O. — 8 years ago

8 years ago
by Randy Dawson

Drafting LOAs for clients with 30+ locations across multiple states by Omar B. — 9 years ago

9 years ago
by Randy Dawson

Requesting demand interval data vs just monthly billing summaries by Chuck B. — 9 years ago

9 years ago
by Chuck B.

LOA expired after 12 months — utility will not release more data by Chuck B. — 9 years ago

9 years ago
by Randy Dawson

How to organize billing data once you have it — folder structure tips by Mike S. — 10 years ago

10 years ago
by Mike S.

California CPUC rules on customer data access — more complex than expected by Pete T. — 11 years ago

10 years ago
by Pete T.

Entergy Mississippi takes forever — any tips to speed them up? by Gerald W. — 11 years ago

11 years ago
by Gerald W.

LOA headaches with property management companies and REITs by Robert F. — 11 years ago

11 years ago
by Robert F.

Scanning paper bills — best practices for quality and organization by Karen S. — 11 years ago

11 years ago
by Randy Dawson

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