Doc. | Document Name | Doc. Type | Who Signs? | Notes |
A | Loan Documents | E-signature | System Owner(s) | - Follow financier guidelines (client on the title, legal name used, etc.) - Must be clear of any financier stipulations, if applicable |
B | HIC (Installation Agreement) | E-signature | System Owner(s) | The name matches the loan exactly. |
C | Utility Bill | Upload | N/A | Complete Copy of Energy Bill |
D | HOA Questionnaire | E-Signature | System Owner | Palmetto is not responsible for HOA recourse against clients if they answer "no" on this form. |
E | Virtual Site Survey (VSS) Submitted |
|
| - Can be completed by rep or homeowner - Completed in full with clear photos - Click here for a full sales VSS guide |
F | Utah Income Tax Credit Guide | View Only | n/a | Guide drafted by Palmetto outlining the customer steps required to claim the Utah Income Tax Credit |
G | Provo City Interconnection Packet - Net Metering License Application - Net Metering License Agreement - Net Metering Checklist | E-Signature | Homeowner | Must be signed by a homeowner who is also the Utility Account Holder. If the homeowner, is not on the Utility Account, they must contact Provo City Power to get added. The packet includes multiple utility documents. |
Doc. | Document Name | Doc. Type | Who Signs? | Notes |
A | HIC (Installation Agreement) | E-signature | System Owner(s) | The name matches the loan exactly. |
B | Utility Bill | Upload | N/A | Complete Copy of Energy Bill |
C | HOA Questionnaire | E-Signature | System Owner | Palmetto is not responsible for HOA recourse against clients if they answer "no" on this form. |
D | Virtual Site Survey (VSS) Submitted |
|
| - Can be completed by rep or homeowner - Completed in full with clear photos - Click here for a full sales VSS guide |
E | Utah Income Tax Credit Guide | View Only | n/a | Guide drafted by Palmetto outlining the customer steps required to claim the Utah Income Tax Credit |
F | Provo City Interconnection Packet - Net Metering License Application - Net Metering License Agreement - Net Metering Checklist | E-Signature | Homeowner | Must be signed by a homeowner who is also the Utility Account Holder. If the homeowner, is not on the Utility Account, they must contact Provo City Power to get added. The packet includes multiple utility and permit documents. |