California - LADWP - 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 (Homeowner Installation Agreement)	E-signature	System Owner(s)	The name must match the loan exactly.
Utility Bill --or-- Utility API Connection	Upload	N/A	- All pages required. - A recent copy (within 2 months) required. - Account #, Meter #, Address, and Customer Name, and Rate Plan must be perfectly clear - Utility API connection acceptable, if available for the utility
HOA Questionnaire	E-Signature	System Owner(s)	Palmetto is not responsible for HOA recourse against the customer, if they answer "no HOA" on this form
LADWP Interconnection Packet	E-Signature	Utility Bill Holder	Includes: 1) Small System Interconnection Agreement 2) Electric Service Planning Information Form 3) BESS Technical Data Sheet
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
Meter/Site Photos			Please provide photos of the following: A close-up of the utility meter with the meter number visible For homes with overhead service, a photo of the service riser above the roof Stepback photo of the meter, including the surrounding area below and to the sides of the meter Sample photos can be found here.

Document Name	Doc. Type	Who Signs?	Notes
HIC (Homeowner Installation Agreement)	E-signature	System Owner(s)	The name must match the loan exactly.
Utility Bill --or-- Utility API Connection	Upload	N/A	- All pages required. - A recent copy (within 2 months) required. - Account #, Meter #, Address, and Customer Name, and Rate Plan must be perfectly clear - Utility API connection acceptable, if available for the utility
HOA Questionnaire	E-Signature	System Owner(s)	Palmetto is not responsible for HOA recourse against the customer if they answer "no HOA" on this form
LADWP Interconnection Packet	E-Signature	Utility Bill Holder	Includes: 1) Small System Interconnection Agreement 2) Electric Service Planning Information Form 3) BESS Technical Data Sheet
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
Meter/Site Photos			Please provide photos of the following: A close-up of the utility meter with the meter number visible For homes with overhead service, a photo of the service riser above the roof Stepback photo of the meter, including the surrounding area below and to the sides of the meter Sample photos can be found here.

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
Utility Bill --or-- Utility API Connection	Upload	N/A	- All pages required. - A recent copy (within 2 months) required. - Account #, Meter #, Address, and Customer Name, and Rate Plan must be perfectly clear - 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
Financier Validation	Validation Call	System Owner	Required at point of sale by all TPO (lease) providers.
LADWP Interconnection Packet	E-Signature	Utility Bill Holder	Includes: 1) Small System Interconnection Agreement 2) Electric Service Planning Information Form 3) BESS Technical Data Sheet
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
Meter/Site Photos			Please provide photos of the following: A close-up of the utility meter with the meter number visible For homes with overhead service, a photo of the service riser above the roof Stepback photo of the meter, including the surrounding area below and to the sides of the meter Sample photos can be found here.