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

HOA Questionnaire

E-Signature

System Owner(s)

Palmetto is not responsible for HOA recourse against clients if they answer "no" on this form.

E

Interconnection

E-Signature

Utility Bill Holder

-Must be signed by a person on UB

F

Authorization Form

E-Signature

System Owner

- Once signed by the client, the doc may remain in SENT status until signed by Palmetto closer to installation.

G

SRECTrade Agreement

E-Signature

System Owner

H

Picture of Voided Check (If applicable)

Upload (If applicable)

- If the System Owners name is different than the name on the utility bill:

- System owner must provide a photo of a voided check

- Name on the voided check must match the system owner's name (name on contract)

I

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 3 months) is required.

- Utility API connection acceptable, if available for the utility

C

HOA Questionnaire

E-Signature

System Owner(s)

Palmetto is not responsible for HOA recourse against clients if they answer "no" on this form.

D

Interconnection

E-Signature

Utility Bill Holder

Must be signed by the person on UB

E

Authorization Form

E-Signature

System Owner

Once signed by the client, the doc may remain in SENT status until signed by Palmetto closer to installation.

F

SRECTrade Agreement

E-Signature

System Owner

G

Picture of Voided Check (If applicable)

Upload (If applicable)

If the System Owners name is different than name on the utility bill:

System owner must provide photo of voided check.

The name on the voided check must match the system owner's name (name on contract)

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

Contract Signatures

E-signature

System Owner(s)

Follow financier guidelines (client on the title, the legal name used, etc)

B

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

C

HOA Questionnaire

E-Signature

System Owner

Palmetto is not responsible for HOA recourse against clients if they answer "no" on this form.

D

Interconnection

E-Signature

Utility Bill Holder

Must be signed by the person on UB

E

Authorization Form

E-Signature

System Owner

Once signed by the client, the doc may remain in SENT status until signed by Palmetto closer to installation.
​

F

Financier Validation Call

Validation Call

System Owner

Required at point of sale for all TPO providers.

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