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 |
Homeowner Installation Contract (HIC) | 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 |
Utility Interconnection Packet | E-Signature | Utility Bill Holder | Must be signed by the person on the Utility Bill |
SRECTrade Packet | E-Signature | System Owner | The customer must check the first box on the Schedule A Form under #2 in order to register them with SRECTrade. |
HOA Questionnaire | E-Signature | System Owner | Palmetto is not responsible for HOA recourse against clients if they answer "no HOA" on this form |
Third-Party Cancelation Acknowledgement
| Signature + Optional Upload | System Owner | - Third-party supplier contract breakage is strongly encouraged because suppliers are not required to provide NEM credits, but it is not a requirement for CRC. - Clients are required to sign the acknowledgment to confirm receipt of this recommendation, which is located inside the HIC. |
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 |
Example of a Generation Supplier on a PPL bill
Document Name | Doc. Type | Who Signs? | Notes |
Homeowner Installation Contract (HIC) | 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 |
Utility Interconnection Packet | E-Signature | Utility Bill Holder | Must be signed by the person on the Utility Bill |
SRECTrade Packet | E-Signature | System Owner | The customer must check the first box on the Schedule A Form under #2 in order to register them with SRECTrade. |
HOA Questionnaire | E-Signature | System Owner | Palmetto is not responsible for HOA recourse against clients if they answer "no HOA" on this form |
Third-Party Cancelation Acknowledgement
| Signature + Optional Upload | System Owner | - Third-party supplier contract breakage is strongly encouraged because suppliers are not required to provide NEM credits, but it is not a requirement for CRC. - Clients are required to sign the acknowledgment to confirm receipt of this recommendation, which is located inside the HIC. |
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 |
Utility Interconnection Packet | E-Signature | Utility Bill Holder | Must be signed by the person on the Utility Bill |
HOA Questionnaire | E-Signature | System Owner | Palmetto is not responsible for HOA recourse against clients if they answer "no HOA" on this form |
Penn AEPS - ROA (Lease & PPA) | E-Signature | System Owner |
|
Third-Party Cancelation Acknowledgment | Signature + Optional Upload | N/A | - Third-party supplier contract breakage is strongly encouraged because suppliers are not required to provide NEM credits, but it is not a requirement for CRC. - Clients are required to sign the acknowledgment to confirm receipt of this recommendation, which is located inside the HIC. |
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 |