Document Name | Doc. Type | Who Signs? | Notes |
Solar Consumer Protection Guide | E-Signature | System Owner or Utility Account Holder | 24 page state requirement must be signed and initialed before the contract. Customer only needs to sign 1; the English or Spanish Version |
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 |
Homeowner Installation Contract (HIC), which includes a 1 page CSLB Disclosure | E-signature | System Owner(s) | California Consumer Disclosure included in this packet. Name must match 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
|
HOA Questionnaire | E-Signature | System Owner(s) | Palmetto not responsible for HOA recourse against the customer, if they answer "no HOA" on this form |
SCE Interconnection Packet | E-signature | Utility Account Holder | - Very important the name/signature/address match the utility bill exactly. - Includes a NEM3 Customer Acknowledgement Disclosure |
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 |
Solar Consumer Protection Guide | E-Signature | System Owner or Utility Account Holder | 24 page state requirement must be signed and initialed before the contract |
Homeowner Installation Contract (HIC), which includes a 1 page CSLB Disclosure | E-signature | System Owner(s) | California Consumer Disclosure included in this packet. Name must match 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
|
HOA Questionnaire | E-Signature | System Owner(s) | Palmetto not responsible for HOA recourse against the customer, if they answer "no HOA" on this form |
SCE Interconnection Packet | E-signature | Utility Account Holder | - Very important the name/signature/address match the utility bill exactly. - Includes a NEM3 Customer Acknowledgement Disclosure |
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 |
Solar Consumer Protection Guide | E-signature | System Owner or Utility Account Holder | Must be signed via Alchemy, regardless of TPO provider requirements. |
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
|
HOA Questionnaire | E-Signature | System Owner | Palmetto not responsible for HOA recourse against the customer, if they answer "no HOA" on this form |
SCE Interconnection Packet | E-Signature | Utility Account Holder | - Very important the name/signature/address match the utility bill exactly. - Includes a NEM3 Customer Acknowledgement Disclosure |
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 |