For inquiries on unique documentation situations, or to send additional documents, please contact us via email: [email protected]
Doc. | Document Name | Doc. Type | Who Signs? | Notes |
A | 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 |
B | HIC (Installation Agreement) | E-signature | System Owner(s) | The name matches the loan exactly. |
C | 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 |
D | Interconnection | E-Signature | Utility Bill Holder | Must be signed by the person on UB |
E | HOA Questionnaire | E-Signature | System Owner | Palmetto is not responsible for HOA recourse against clients if they answer "no HOA" on this form |
F | SRECTrade Packet | E-Signature | System Owner |
|
G | Homeowner's Insurance (HOI) - Dominion Customers Only | Upload | N/A | - Must match the name of the utility bill holder exactly. - Systems Under 10kW = $100,000 General or Family Liability - Systems Over 10kW = $300,000 General or Family Liability - Must show full declaration page including name, policy number, current dates of coverage - Required for Dominion customers only |
H | 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 |
Doc. | Document Name | Doc. Type | Who Signs? | Notes |
A | HIC (Installation Agreement) | E-signature | System Owner(s) |
|
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 |
C | Interconnection | E-Signature | Utility Bill Holder | Must be signed by the person on UB |
D | HOA Questionnaire | E-Signature | System Owner | Palmetto is not responsible for HOA recourse against clients if they answer "no HOA" on this form |
E | SRECTrade Packet | E-Signature | System Owner |
|
F | Homeowner's Insurance (HOI) - Dominion Customers Only | Upload | N/A | - Must match the name of the utility bill holder exactly. - Systems Under 10kW = $100,000 General or Family Liability - Systems Over 10kW = $300,000 General or Family Liability - Must show full declaration page including name, policy number, current dates of coverage - Required for Dominion customers only |
G | 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 |