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Texas - Bartlett Electric - Coop Contract Received Confirmed (CRC) Checklist
Texas - Bartlett Electric - Coop Contract Received Confirmed (CRC) Checklist
Andrew - LR Product Expert avatar
Written by Andrew - LR Product Expert
Updated over a week ago

For inquiries on unique documentation situations, or to send additional documents, please contact us via email: [email protected]

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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

HOA Questionnaire

E-Signature

System Owner

Palmetto is not responsible for HOA recourse against clients if they answer "no" on this form.

E

Interconnection Application

E-Signature

Utility Bill Holder

Must be signed in the name of the Utility Bill Holder

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

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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(s)

Palmetto is not responsible for HOA recourse against clients if they answer "no" on this form.

D

Interconnection Application

E-Signature

Utility Bill Holder

Must be signed in the name of the Utility Bill Holder

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

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