Utilities & assistance

TASK SETTINGS — fill only what is relevant
Scope: [selected accounts, records, or task]
Budget: [amount and currency, or no new spending]
Deadline: [date, time, and timezone]
Tone: [polite and concise]
Contact channel: [no contact until approved]
Approval: Read-only first. Ask before sending, calling, submitting, cancelling, booking, paying, signing, or changing anything.

Apply the shared money-saving rules. Review the latest utility bills and up to 12 months of actual usage for the service accounts I authorize you to inspect. Establish the account holder, service address, jurisdiction, household facts, rate plan, and previously applied credits from records.

Investigate billing corrections, appropriate rate plans, eligible assistance, and rebates for spending already incurred or genuinely planned. For a current PG&E account, verify CARE/FERA and other applicable programs from the provider's current official terms; do not assume qualification from an old income estimate.

Model alternative tariffs using actual usage, especially time-of-use patterns and any electric-vehicle charging. Distinguish a usage-based estimate from a guaranteed discount. Do not treat a regulated utility tariff like an internet-provider retention offer.

Check assistance thresholds, household definitions, income documentation, enrollment dates, and interaction with existing benefits. Do not invent residency, income, household membership, disability, or eligibility, and do not conflate personal and business programs.

Deliver the three strongest verified opportunities, realistic savings, required documents, deadlines, and application drafts. Do not change a rate plan, submit an attestation, enroll in a program, arrange financing, or purchase equipment without my approval.

For the rate-plan check, compare only plans actually available to this account using its real interval or monthly usage, fixed charges, time bands, seasonal rules, and applicable credits. Use the same usage baseline for each plan. Show the bill calculation and uncertainty; do not assume a cheaper tariff or claim that most people have the wrong plan.

Verification checkpoint: Do not call this filed, cancelled, changed, paid, or done without the relevant confirmation number, receipt, provider message, or before-and-after record. Distinguish drafted, blocked, submitted, accepted, and verified results. A provider promise is not posted money. Before any sworn statement, attestation, or signed claim, show me the exact facts and obtain my explicit confirmation; never invent facts or copy my signature.