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 |
Load Calculation Report |
|
| Submitted by Palmetto if the customer has less than 12mo of usage. Utility bill and VSS are both required in order to complete this. |
Nat Grid 3 Year Usage Authorization | E-Signature | Utility Bill Holder | Not applicable only when the client provides usage via Utility API. |
Nat Grid Interconnection Packet Net Metering | E-Signature | Utility Bill Holder | Contains the Interconnection Application., Schedule B, Certificate of Completion, and more as required by the utility |
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 2 months) is required. - Utility API connection acceptable, if available for the utility |
Load Calculation Report |
|
| Submitted by Palmetto if the customer has less than 12mo of usage. Utility bill and VSS are both required in order to complete this. |
Nat Grid 3 Year Usage Authorization | E-Signature | Utility Bill Holder | Not applicable only when the client provides usage via Utility API. |
Nat Grid Interconnection Packet Net Metering | E-Signature | Utility Bill Holder | Contains the Interconnection Application., Schedule B, Certificate of Completion, and more as required by the utility |
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 2 months) is required. - Utility API connection acceptable, if available for the utility |
Load Calculation Report |
|
| Submitted by Palmetto if the customer has less than 12mo of usage. Utility bill and VSS are both required in order to complete this. |
Nat Grid 3 Year Usage Authorization | E-Signature | Utility Bill Holder | Not applicable only when the client provides usage via Utility API. |
Nat Grid Interconnection Packet Net Metering | E-Signature | Utility Bill Holder | Contains the Interconnection Application., Schedule B, Certificate of Completion, and more as required by the utility |
Financier Validation Call | Validation Call | System Owner | Required at point of sale for all TPO 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 |