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How to do a Bill Review
Always remember to take a clear photo of the most recent bill, you may also scan the document with a camera scanner. Make sure that the bill has the annual consumption graph on the bill and you can clearly read the account # and the Meter # for this account. If the electric bill does not have an annual consumption graph your next step is to verify the annual electric usage for the last 12 months. To verify their usage, first, ask if the homeowner has an online account with the electric company. With an online account, they can pay their bill electronically, also the utility company can share extra information about their account like monthly/yearly electric usage history. If you can not then you will need to contact the electric utility, call customer service with the homeowner on the line and ask that the electric usage history be sent to the customer email. (The customer can do this themselves if they can.) Ask for the electric usage of the past 12 months or if they can email the customer a pdf file of their usage or an electric bill with the graph and usage. The main point of effectively covering the Utility bill with the homeowner is to clarify to the homeowner how they are currently using electricity, how that process works, the different charges that the utility company charges them, and how that could change in the future. So with this, you're covering the past, present, and future of their service with their local utility company. Breaking down the bill: Always verify the person on the bill, if the person on the bill is different than the person on the service agreement. You have to verify that the person on the bill can sign the interconnection documents for this process to move forward. To make things easier is always advised that the name on the service agreement and the utility bill match. If they do not match, make sure that the person signing the interconnection agreement is the person on the utility bill. (Contact Manager for more information, if you need clarification if all your documents are in order.)
When breaking down the bill, always have your customer have their own pen and paper so they can write down the math that you will be showing them. Electric bills come in different forms, make sure that you take the time out to study the utility bills of the areas where you are serving. Some utilities offer more than one utility service to their customers, for example; Gas+Electric, Electric+Water+Waste+Gas, Electric only, etc..When you have multiple different services only focus on the Electric charges of the homeowner. (Ask Manager if unsure how to properly read a utility bill)
Example of Utility Bills
Most Electric utilities have different charges in their total cost.
Always remember to take a clear photo of the most recent bill, you may also scan the document with a camera scanner. Make sure that the bill has the annual consumption graph on the bill and you can clearly read the account # and the Meter # for this account. If the electric bill does not have an annual consumption graph your next step is to verify the annual electric usage for the last 12 months. To verify their usage, first, ask if the homeowner has an online account with the electric company. With an online account, they can pay their bill electronically, also the utility company can share extra information about their account like monthly/yearly electric usage history. If you can not then you will need to contact the electric utility, call customer service with the homeowner on the line and ask that the electric usage history be sent to the customer email. (The customer can do this themselves if they can.) Ask for the electric usage of the past 12 months or if they can email the customer a pdf file of their usage or an electric bill with the graph and usage. The main point of effectively covering the Utility bill with the homeowner is to clarify to the homeowner how they are currently using electricity, how that process works, the different charges that the utility company charges them, and how that could change in the future. So with this, you're covering the past, present, and future of their service with their local utility company. Breaking down the bill: Always verify the person on the bill, if the person on the bill is different than the person on the service agreement. You have to verify that the person on the bill can sign the interconnection documents for this process to move forward. To make things easier is always advised that the name on the service agreement and the utility bill match. If they do not match, make sure that the person signing the interconnection agreement is the person on the utility bill. (Contact Manager for more information, if you need clarification if all your documents are in order.)
When breaking down the bill, always have your customer have their own pen and paper so they can write down the math that you will be showing them. Electric bills come in different forms, make sure that you take the time out to study the utility bills of the areas where you are serving. Some utilities offer more than one utility service to their customers, for example; Gas+Electric, Electric+Water+Waste+Gas, Electric only, etc..When you have multiple different services only focus on the Electric charges of the homeowner. (Ask Manager if unsure how to properly read a utility bill)
Example of Utility Bills
Most Electric utilities have different charges in their total cost.
- Service Fee (Cost for servicing the home.): This goes towards the maintenance of the utility grid, and necessary upgrades to the grid.
- Supply Charge (Cost to generate electricity): Cost associated with the generation of electricity.
- Delivery Charge: Cost to deliver the electricity from the utility to the home of service.
- Taxes & Extra fees: Usually renewable energy programs, state, local taxes
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