Document Name | Who Signs? | Notes |
Loan Documents | 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) | System Owner(s) | The name matches the loan exactly. |
SRECTrade | System Owner | The customer needs to check If they check the second box, we cannot register them with SRECTrade. |
Utility Bill --or-- Utility API Connection | N/A | - All pages required. A recent copy (within 3 months) is required. - Utility API connection acceptable, if available for the utility |
HOA Questionnaire | System Owner(s) | Palmetto is not responsible for HOA recourse against clients if they answer "no" on this form. |
Interconnection/NEM Packet | Utility Bill Holder | Must be signed in the name of the utility bill holder |
Virtual Site Survey (VSS) Submitted |
| - Can be completed by rep or homeowner - Click here for a full sales VSS guide |
Document Name | Who Signs? | Notes |
HIC (Installation Agreement) | System Owner(s) |
|
Utility Bill --or-- Utility API Connection | N/A | - All pages required. A recent copy (within 3 months) is required. - Utility API connection acceptable, if available for the utility |
SRECTrade Packet | System Owner | - The customer must check the first box on the Schedule A Form in order to be registered with SRECTrade |
HOA Questionnaire | System Owner(s) | Palmetto is not responsible for HOA recourse against clients if they answer "no" on this form. |
Interconnection/NEM Packet | Utility Bill Holder | Must be signed in the name of the utility bill holder |
Virtual Site Survey (VSS) Submitted |
| - Can be completed by rep or homeowner - Click here for a full sales VSS guide |
Document Name | Who Signs? | Notes |
Lease/PPA Contract Signatures | System Owner(s) | Follow financier guidelines (client on the title, the legal name used, etc) |
Utility Bill --or-- Utility API Connection | N/A | - All pages required. A recent copy (within 2 months) is required. - Utility API connection acceptable, if available for the utility |
Interconnection/NEM Packet | Utility Bill Holder | Must be signed in the name of the utility bill holder |
HOA Questionnaire | System Owner(s) | Palmetto is not responsible for HOA recourse against clients if they answer "no" on this form. |
Financier 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 - Click here for a full sales VSS guide |