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DUS - Energy Training (3 of 17)
How to fill out the LOA
Things you MUST do on an LOA
The Letter of Authority is a legal and binding document. The following rules should be applied when filling one out.
The Clients name must be printed on the LOA where it says Contact Name.
There shouldn’t be any major amendments on the LOA – if we get the information wrong you should always attempt to get a new one signed where possible. If you make a mistake filling out the LOA do not scribble over or cross it out, please start again.
Do not deface the LOA by making notes on it, there is a separate form for taking notes.
The LOA must be signed by the person that is in charge of the energy contracts.
If the LOA is not signed by the client then it will not be accepted by the current supplier.
If you are not able to read it, neither can we and the current suppliers will reject the document.
It is essential in every case that the bottom 4 boxes are filled in and signed off by the client as the LOA is invalid without them filled out.
Tips for the LOA
Make sure you fill out your full name and your unique ID Number at the top left of the LOA as this will make sure that you are the partner that will earn the commission on this client.
If the client is providing you with an energy invoice you do not need to fill out the MPAN or MPRS information as we can get this from the invoices at a later stage. If the client is not able to provide an invoice, we will need this section completing.
Read to the client what the LOA actually allows us to do and stress the point that the LOA does not allow us to agree a contract without their prior permission. The LOA gives us permission to look into the contract, rates and consumption only.
Some suppliers ask for the LOA to be on the clients Letter Headed paper. By attaching a business card or a compliment slip to the top of the LOA, this usually works.
By providing as much information as you can, this will make the process quicker as we do not have to wait for information required to get the contract priced.
You can help the client and save time by filling out the parts of the LOA that you already know, such as the address (indicated on the Bill) and contact details which you may already have. The LOA can be filled out via typing it on our word document version or handwritten.
The LOA also stops the client falling into the roll-over trap (where a client rolls over into a 12 month contract on rates set by the supplier).
Paperwork
Below is a document on how to fill out the Letter of Authority. Please Download it and get familiar with this document. This is possibly the most important document you will use in your business.
