Utah - Lehi City Power - Contract Received Confirmed (CRC) Checklist

Document Name	Doc. Type	Who Signs?	Notes
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
HIC (Installation Agreement)	E-signature	System Owner(s)	The name matches the loan exactly.
Utah Income Tax Credit Guide	Included with the HIC	N/A	Guide drafted by Palmetto outlining the customer steps required to claim the Utah Income Tax Credit
Utility Bill	Upload	N/A	Complete Copy of Energy Bill
HOA Questionnaire	E-Signature	System Owner	Palmetto is not responsible for HOA recourse against clients if they answer "no" on this form.
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
Lehi City Interconnection & Permit Packet - Interconnection License Agreement - Net Metering Standards & Application - Permit Application	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 Lehi City Power to get added. The packet includes multiple utility and permit documents.

Document Name	Doc. Type	Who Signs?	Notes
HIC (Installation Agreement)	E-signature	System Owner(s)	The name matches the loan exactly.
Utah Income Tax Credit Guide	Included with the HIC	N/A	Guide drafted by Palmetto outlining the customer steps required to claim the Utah Income Tax Credit
Utility Bill	Upload	N/A	Complete Copy of Energy Bill
HOA Questionnaire	E-Signature	System Owner	Palmetto is not responsible for HOA recourse against clients if they answer "no" on this form.
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
Lehi City Interconnection & Permit Packet - Interconnection License Agreement - Net Metering Standards & Application - Permit Application	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 Lehi City Power to get added. The packet includes multiple utility and permit documents.