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 |
Energy Efficiency Audit Scheduled Date |
|
| Please have the homeowner contact New England Total Energy by phone at (203)-292-8088 to have an audit scheduled. |
Interconnection | E-Signature (If Applicable) | 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. |
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 3 months) is required. - Utility API connection acceptable, if available for the utility |
Energy Efficiency Audit Scheduled Date |
|
| Please have the homeowner contact New England Total Energy by phone at (203)-292-8088 to have an audit scheduled. |
Interconnection | E-Signature (If Applicable) | 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. |
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 |
Contract Signatures | E-signature | System Owner(s) | Follow financier guidelines (client on the title, the legal name used, etc) |
Utility Bill --or-- Utility API Connection | Upload | N/A | - All pages required. A recent copy (within 3 months) is required. - Utility API connection acceptable, if available for the utility |
Interconnection | E-Signature (If Applicable) | 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. |
Financier Validation Call | 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 |