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

System Owner Added as Authorized User to Utility Account, If applicable

Unique Requirement, if applicable

N/A

The person signing the solar contracts must be an authorized user on the utility account for interconnection/incentive reasons.

- call service at 210-353-2222

- option 3 for a residential

- “representative” to speak to support

- Add the System owner's name as an authorized user on the account.

E

HOA Questionnaire

E-Signature

System Owner

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

F

CPS Packet

E-Signature

System Owner

G

Interconnection Application

E-Signature

System Owner/UB Holder

System Owner should be placed on Utility Account (see Row D)

H

Solar Disclosure Form

E-Signature

System Owner

Helps the customer understand the terms of Solar System/Rebate

I

Program Application

E-Signature

System Owner/UB Holder

System Owner should be placed on Utility Account (see Row D)

J

REC Assignment

E-Signature

System Owner

Required for incentive purposes

K

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

C

System Owner Added as Authorized User to Utility Account, If applicable

Unique Requirement, if applicable

N/A

The person signing the solar contracts must be an authorized user on the utility account for interconnection/incentive reasons.

- call service at 210-353-2222

- option 3 for a residential

- “representative” to speak to support

- Add the System owner's name as an authorized user on the account.

D

HOA Questionnaire

E-Signature

System Owner

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

E

CPS Packet

E-Signature

System Owner

F

Interconnection Application

E-Signature

System Owner/UB Holder

System Owner should be placed on Utility Account (see Row D)

G

Solar Disclosure Form

E-Signature

System Owner

Helps the customer understand the terms of Solar System/Rebate

H

Program Application

E-Signature

System Owner/UB Holder

System Owner should be placed on Utility Account (see Row D)

I

REC Assignment

E-Signature

System Owner

Required for incentive purposes

J

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