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. |
SVEC Interconnection Packet
| E-Signature | Utility Bill Holder | Must be signed by the person on UB.
Two utility documents inside the same packet. |
Homeowner's Insurance (HOI) Declaration Page | Upload | N/A | - Must match the name of the utility bill holder exactly. - Systems Under 10kW AC = $100,000 General or Family Liability - Systems Over 10kW AC = $300,000 General or Family Liability - Must show full declaration page including name, policy number, current dates of coverage |
HOA Questionnaire | E-Signature | System Owner | Palmetto is not responsible for HOA recourse against clients if they answer "no HOA" on this form |
SRECTrade Packet | E-Signature | System Owner |
|
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 |
SVEC Interconnection Packet
| E-Signature | Utility Bill Holder | Must be signed by the person on UB.
Two utility documents inside the same packet. |
Homeowner's Insurance (HOI) Declaration Page | Upload | N/A | - Must match the name of the utility bill holder exactly. - Systems Under 10kW AC = $100,000 General or Family Liability - Systems Over 10kW AC = $300,000 General or Family Liability - Must show full declaration page including name, policy number, current dates of coverage |
HOA Questionnaire | E-Signature | System Owner | Palmetto is not responsible for HOA recourse against clients if they answer "no HOA" on this form |
SRECTrade Packet | E-Signature | System Owner |
|
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 |