Prepare the energy retail authorisation or licence application
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Draft the application sections against the regulator's guideline from the client's corporate, financial and systems material, and build the schedule of supporting documents with each guideline criterion mapped to the evidence relied on.
- What the lawyer must review
- The lawyer tests whether an authorisation, a licence or an exemption is the right pathway for each jurisdiction of supply, verifies the suitability and capacity claims against the client's actual arrangements, and confirms the customer-facing obligations the client will assume on grant.
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | Draft the application sections against the regulator's guideline from the client's corporate, financial and systems material, and build the schedule of supporting documents with each guideline criterion mapped to the evidence relied on. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Confirm the instructions, the jurisdiction and the complete relevant material before starting.
- The lawyer tests whether an authorisation, a licence or an exemption is the right pathway for each jurisdiction of supply, verifies the suitability and capacity claims against the client's actual arrangements, and confirms the customer-facing obligations the client will assume on grant.
- Check the output against the source documents named in it before it is relied on.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| AER retailer authorisation screen before an application | Checklist | AI use Yellow | The three entry criteria and the pre-application steps on the Australian Energy Regulator retailer authorisations page, including when an exemption may be the right path. |
Signed-in accounts can read the full text of each one. All precedents.
Sources
- https://www.aer.gov.au/industry/registers/authorisations · 2026-09-27
- https://www.energyinnovationtoolkit.gov.au/article/updates/becoming-authorised-retailer-regulatory-explainer · 2026-09-27
These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.