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 Document(s) | 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 - BGE Customers: If homeowners have 4 months of usage or less, BGE required the square footage and heating source of the home. - PEPCO customers: When new construction or when the residence does not have 12 months of usage history, PEPCO requires a usage calculator. |
D | HOA Questionnaire | E-Signature | System Owner | Palmetto is not responsible for HOA recourse against clients if they answer "no" on this form. |
E | MD - Incentive Packet | E-Signature | Utility Bill Holder | -The customer needs to check the first box on the Schedule A Form. -If they check the second box, we cannot register them with SRECTrade. |
F | Interconnection | E-Signature | Utility Bill Holder | - Not required at POS for SMECO - 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. |
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 |
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 - BGE Customers: If homeowners have 4 months of usage or less, BGE required the square footage and heating source of the home. -PEPCO customers: When new construction or when the residence does not have 12 months of usage history, PEPCO requires a usage calculator. |
C | HOA Questionnaire | E-Signature | System Owner | Palmetto is not responsible for HOA recourse against clients if they answer "no" on this form. |
D | MD - Incentive Packet | E-Signature | Utility Bill Holder | The customer needs to check the If they check the second box, we cannot register them with SRECTrade. |
E | Interconnection | E-Signature | Utility Bill Holder | - Not required at POS for SMECO -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. |
F | 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 | Lease/PPA Contract Signatures | E-signature | System Owner(s) | Follow financier guidelines (client on the title, 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 - BGE Customers: If homeowners have 4 months of usage or less, BGE required the square footage and heating source of the home. -PEPCO customers: When new construction or when the residence does not have 12 months of usage history, PEPCO requires a usage calculator. |
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 | -Not required at POS for SMECO -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. |
E | Financier Validation Call | Validation Call | System Owner | Required at point of sale by all TPO (lease) providers. |
F | 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 |