For inquiries on unique documentation situations, or to send additional documents, please contact us via email: [email protected]
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 (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 |
Xcel Energy Interconnection Packet | E-Signature | Utility Bill Holder | Palmetto letter explaining TOU and Annual True-Up options. Customer signs the Election Form later once the Interconnection Application is submitted. |
Interconnection Application | Online | N/A | Sent to the customer through Xcel's portal. No longer required for CRC |
HOA Questionnaire | E-Signature | System Owner | Palmetto is not responsible for HOA recourse against the customer if they answer "no HOA" on this form |
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 |
Xcel Energy Interconnection Packet | E-Signature | Utility Bill Holder | Palmetto letter explaining TOU and Annual True-Up options. Customer signs the Election Form later once the Interconnection Application is submitted. |
Interconnection Application | Online | N/A | Sent to the customer through Xcel's portal. No longer required for CRC |
HOA Questionnaire | E-Signature | System Owner | Palmetto is not responsible for HOA recourse against the customer if they answer "no HOA" on this form |
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 |