Letter of Authorization (LOA)

A Letter of Authorization (or LOA) provides you, the customer, a mechanism to authorize us to disclose data with specified third parties. It may also authorize a third party to act on your behalf.  Authorizations usually involve billing calculations, EPA benchmarking, correspondence in connection with accounts, investigation of utility bills, rate analysis and changes, etc. 

LOA hero

Submit a Letter of Authorization:

Create a new LOA as a Customer       Create a new LOA or Register as a Third Party 

Register for Consent to Share as a Customer  

 

Or, if you already have a signed LOA you can upload it here: 

Upload an LOA 

Download Forms

Download CISR Form (commonly known as the Standard CISR]
Download CISR Form (commonly known as the Standard CISR]
Download CISR-DRP Form
Download CISR-DRP Form
6.88 KB
XLSX
Download Service Account Number Template
Download Service Account Number Template

Frequently Asked Questions (FAQs)

SDG&E is committed to safeguarding the privacy of our customers. Except in limited circumstances in accordance with our Privacy Policy, we do not share customer account or energy usage data with third parties unless the customer authorizes us to do so. LOAs provide SDG&E  the type of information you wish to share with a third party and for how long. 

Use our Consent to Share program to create a Letter of Authorization (LOA).

Create a new LOA as a customer

Create a new LOA as a third party

For the convenience of our customers, we do allow third parties to initiate LOAs. The customer must still review and consent to the sharing by signing the LOA and selecting the optional terms of the disclosure that indicate what data they would like to share with the third party and for how long.

Registering for Consent to Share provides you with self-service options such as checking the status of your LOA, copying existing forms, making corrections when a form is incorrect, amending an existing LOA, canceling an LOA, and revoking access to data when you no longer want to share. Without registration, inaccurate forms may be invalidated, and a new form will be required (meaning you will need to start the process over again).

Register for Consent to Share as a Customer  

 Create a new LOA or Register as a Third Party 

Yes, you can check the status of your LOA with the LOA ID.

 

Any LOA can be revoked by a customer (or, in some cases, by a third party) upon request. You may also use the Consent to Share program to revoke access. Keep in mind that revocation of authorization to disclose your data may result in disenrollment from any programs you were participating in that required the authorization.

 

There are 2 types of utility LOA forms approved by CPUC.

  • CISR: A “general purpose” Letter of Authorization used to share information for a variety of reasons, such as participating in an SDG&E energy or demand response program, working with a solar company or energy service provider, EPA benchmarking, property management companies, etc.
  • CISR-DRP: Letter of Authorization used for specifically for sharing information to participate in third party Demand Response Programs. This form must be used to participate in a third party demand response program and cannot be used for any other purpose.

Generally, no. In most circumstances,  you may submit a letter of authorization on company letterhead, or in the form of a contract, such as a property management agreement, if it is signed by the Customer and provides clear direction and authorization to SDG&E to disclose customer data to the third party.  Consent to Share makes it easy to upload your LOA for processing.. The exception is participation in third party demand response programs, which must use the CISR-DRP form.

Yes, you can include up to 2 account numbers in the CISR form itself and up to 9 account numbers in the CISR-DRP form. If you want to add more account numbers per LOA, you may use the Service Account Number excel.

 

 

Use our Consent to Share program to upload the PDF copy of the Letter of Authorization.

Contact Us

If you have any questions, please contact:

SDG&E Consent to Share Terms and Conditions

Online Account Management Usage Agreement

You may use this Letter of Authorization (LOA) management system ("Consent to Share") only if you have agreed to take part in Consent to Share by properly registering a User ID and password consistent with these Consent to Share Terms and Conditions. Use of Consent to Share is furnished subject to the Terms and Conditions of the SDG&E Web site and, if applicable, the Mobile Terms and Conditions, which are incorporated herein by this reference, as well as these Consent to Share Terms and Conditions, all of which shall apply in all respects related hereto.

 

Online LOA Management Service

Consent to Share allows you to access online LOA management services specific to your SDG&E account(s) and/or the accounts of those Customers you are authorized to access. Available services under the Consent to Share umbrella include the ability to create, submit, revoke, and cancel LOAs, as well as manage other LOA information (some of these services are also available, in whole or in part, without the use of Consent to Share). SDG&E plans to add additional online services to Consent to Share, as appropriate, in the future.

SDG&E reserves the right to modify or discontinue any or all services or features of Consent to Share at any time without notice, or to offer specific programs only to Customers meeting applicable qualifications.

 

User Requirements

Specifically, by participating in Consent to Share you have agreed that:

You are subject to these Consent to Share Terms and Conditions as long as you take part in Consent to Share, including all its online services. By selecting the "I Agree" button when registering for Consent to Share, you are confirming that you accept these Consent to Share Terms and Conditions (or any future modifications thereof) - as a pre-condition to your being granted access to Consent to Share. When you meet the above requirements, or the requirements stated after this for any following online utility service, you will receive an e-mail message from SDG&E confirming your registration in Consent to Share.

 

Password Guidelines

The unique User ID and password (collectively, "Password") selected by you to access Consent to Share must be held on a confidential basis by you and not given to other people. Anyone with knowledge of your Password can gain access to Consent to Share and all the services available within the account. If you have forgotten or lost your Password, online reminder capabilities are available to assist you in remembering it. As a condition of use, you must use the Password Change feature immediately if you believe your Password has been lost or stolen. If you encounter any problems using the Password Change feature, you can contact SDG&E immediately by email or by calling 1-800-411-SDGE (7343). You are responsible for maintaining the Password against improper disclosure. One of the terms and conditions of this agreement is that you are solely responsible for any claims, losses, damages, expenses and costs incurred by the use of your Password by others. SDG&E reserves the right to reset any Passwords.

 

Emails from SDG&E

By using Consent to Share, you will automatically receive email notifications for any LOA transaction you are participating in either as a Customer or a third party. These notifications will be sent to your current email address on file in Consent to Share. Since these are transaction notices pursuant to this agreement between you and SDG&E, you may not "opt-out" from communications related to Consent to Share unless you unregister or cancel your Consent to Share account. You may log into Consent to Share at any time to review your LOA and other information contained therein.

 

Contact Information

As a Consent to Share user, it is your responsibility to ensure that the contact and other required information in your user profile is current and accurate, and updated promptly if necessary, including your name, address, phone number and email address. Changes to some profile information can be made either within the Consent to Share service or by contacting SDG&E's Customer Information Management by email.

 SDG&E also reserves the right to terminate your participation in Consent to Share if you misuse Consent to Share or violate these terms and conditions. Additionally, you are responsible for any Internet service fees that may be assessed by your telephone and/or Internet service provider.

 

Privacy

Any information obtained by SDG&E in connection with your use of Consent to Share services, will only be disclosed by SDG&E in accordance with SDG&E's Privacy Policy and Privacy Notice.

 

Discontinue Consent to Share (online account access)

To withdraw from Consent to Share you must unregister your Consent to Share account using the appropriate link on the Consent to Share website. Once your account has been unregistered, you will no longer be able to manage your LOAs online. Please note you will continue to receive email notifications regarding active, new, or pending Letters of Authorization that you are already participating in either as a Customer or a third party.

 

Other Terms and Conditions

The pages and tabs on the Consent to Share website can be accessed through a third party website not hosted by SDG&E. If Consent to Share is accessed through such third party website, (i) the third party will have access to the information you provide, (ii) the third party's terms and conditions concerning the use of their site apply and (iii) the third party’s website Privacy Policy, not SDG&E’s Privacy Policy or Privacy Notice, will apply to their handling of your information submitted on their website.SDG&E reserves the right in its sole discretion to prevent any User from accessing this web site in connection with Consent to Share.

  • Consent to Share must be used at all times in accordance with applicable laws, rules, regulations and decisions of federal and state governmental authorities having jurisdiction over Consent to Share or the content contained therein, as in effect from time to time, including, without limitation, the Public Utilities Commission of the State of California.
  • Use of Consent to Share, and any SDG&E service accessed through Consent to Share, is at your sole risk. Although SDG&E has endeavored to create a secure and reliable service, the confidentiality or security of any communication transmitted or accessible over the Internet cannot be guaranteed. Accordingly, SDG&E and its parent and affiliates are not responsible for the security of any information transmitted or accessed using the Internet. Actual or attempted unauthorized use of this Consent to Share service may result in criminal and/or civil prosecution.
  • Capitalized terms used but not defined in these Consent to Share Terms and Conditions shall have the definitions ascribed thereto in the Terms and Conditions of SDG&E’s Web site, and if applicable, the Mobile Terms and Conditions.
  • SDG&E reserves the right to change these Consent to Share Terms and Conditions at any time, effective immediately upon updating this web site.

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