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 - EE Report will be required if there are less than 3 months of usage |
Third-Party Power Supplier Termination - Only applicable when there's a third-party power supplier | Upload | Utility Bill Holder | - Customers must sign the disclosure form & Reps can upload proof of breakage into Alchemy. A simple screenshot of the confirmation number, or an image otherwise indicating a third-party supplier has been confirmed canceled, will suffice. |
HOA Questionnaire | E-Signature | System Owner | Palmetto is not responsible for HOA recourse against clients if they answer "no" on this form. |
Interconnection | E-Signature | Utility Bill Holder | - Must be signed by the person on UB. - Once signed by the client, the doc may remain in SENT status until signed by Palmetto closer to installation. |
Net Metering Application - Level 1 | E-Signature | Utility Bill Holder |
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Virtual Site Survey (VSS) Submitted |
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| - Can be completed by rep or homeowner - Completed in full with clear photos - Click here for a full sales VSS guide |
Customers will be invoiced electronically. Full cash process here.
Doc. | Document Name | Doc. Type | Who Signs? | Notes |
A | HIC (Installation Agreement) | E-signature | System Owner(s) |
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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 - EE Report will be required if there are less than 3 months of usage |
C | HOA Questionnaire | E-Signature | System Owner | Palmetto is not responsible for HOA recourse against clients if they answer "no" on this form. |
D | Third-Party Power Supplier Termination - Only applicable when there's a third-party power supplier | Upload | Utility Bill Holder | Customers must sign the disclosure form & Reps can upload proof of breakage into Alchemy. A simple screenshot of the confirmation number, or an image otherwise indicating a third-party supplier has been confirmed canceled, will suffice. |
E | Interconnection | E-Signature | Utility Bill Holder | -Must be signed by a person on UB. -Once signed by the client, the doc may remain in SENT status until signed by Palmetto closer to installation. |
F | Net Metering Application - Level 1 | E-Signature | Utility Bill Holder |
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G | Virtual Site Survey (VSS) Submitted |
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| - Can be completed by rep or homeowner - Completed in full with clear photos - Click here for a full sales VSS guide |