For inquiries on unique documentation situations, or to send additional documents, please contact us via email: [email protected]
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 --or-- Utility API Connection | Upload | N/A | - All pages required. A recent copy (within 2 months) is required. - Utility API connection acceptable, if available for the utility |
D | Homeowner's Insurance (HOI) Declaration Page - Liability Insurance of $100,000 | Upload | Utility Bill Holder | - Name of the Insured Parties must match utility account holder exactly - Insured Address - Policy Number - Dates of Policy Coverage – must be current dates of coverage and not expire prior to PTO - Personal Liability Coverage (or “Family Liability Protection”) of at least $100,000. - Coverage must-read coverage "Per Occurrence" to be accepted by the utility company. |
E | HOA Questionnaire | E-Signature | System Owner | Palmetto is not responsible for HOA recourse against clients, if they answer "no" on this form. |
F | Interconnection | E-Signature | Utility Bill Holder | - Must be signed by the person on UB. - Once signed by the client, the doc may remain in SENT status until signed by Palmetto closer to installation. |
G | 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 |
Customers will be invoiced electronically. Full cash process here.
Doc. | Document Name | Doc. Type | Who Signs? | Notes |
A | HIC (Installation Agreement) | E-signature | System Owner(s) |
|
B | Utility Bill --or-- Utility API Connection | Upload | N/A | - All pages required. A recent copy (within 2 months) is required. - Utility API connection acceptable, if available for the utility |
C | HOA Questionnaire | E-Signature | System Owner | Palmetto is not responsible for HOA recourse against clients if they answer "no" on this form. |
D | Homeowner's Insurance (HOI) Declaration Page - Liability Insurance of $100,000 | Upload | Utility Bill Holder | - Name of the Insured Parties must match utility account holder exactly - Insured Address - Policy Number - Dates of Policy Coverage – must be current dates of coverage and not expire prior to PTO - Personal Liability Coverage (or “Family Liability Protection”) of at least $100,000. - Coverage must-read coverage "Per Occurrence" to be accepted by the utility company. |
E | Interconnection | E-Signature | Utility Bill Holder | - Must be signed by a person on UB. - Once signed by the client, the doc may remain in SENT status until signed by Palmetto closer to installation. |
F | 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 |
Example of "Per Occurrence."
