Name | 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. |
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 |
HOA Questionnaire | E-Signature | System Owner | Palmetto is not responsible for HOA recourse against the customer if they answer "no HOA" on this form |
Arizona Tax Credit Acknowledgement Form | E-signature | System Owner |
|
TEP TOU Rate Plan Acknowledgement | E-Signature | System Owner or Utility Account Holder | Customer information explaining their utility requires a Time of Use (TOU) rate plan with solar |
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 |
Document Name | Doc. Type | Who Signs? | Notes |
HIC (Installation Agreement) | E-signature | System Owner(s) |
|
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 |
HOA Questionnaire | E-Signature | System Owner | Palmetto is not responsible for HOA recourse against the customer if they answer "no HOA" on this form |
Arizona Tax Credit Acknowledgement Form | E-signature | System Owner |
|
TEP TOU Rate Plan Acknowledgement | E-Signature | System Owner or Utility Account Holder | Customer information explaining their utility requires a Time of Use (TOU) rate plan with solar |
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 |
Document Name | Doc. Type | Who Signs? | Notes |
Contract Signatures | 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 |
Arizona Tax Credit Acknowledgement Form | E-signature | System Owner |
|
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 |
HOA Questionnaire | E-Signature | System Owner | Palmetto is not responsible for HOA recourse against the customer if they answer "no HOA" on this form |
TEP TOU Rate Plan Acknowledgement | E-Signature | System Owner or Utility Account Holder | Customer information explaining their utility requires a Time of Use (TOU) rate plan with solar |
Financier Validation | Validation Call | System Owner | Required at point of sale by all TPO (lease) providers. |
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 |