Pennsylvania Contract Received Confirmed (CRC) Checklist – Palmetto

For inquiries on unique documentation situations, or to send additional documents, please contact us via email: documentation@palmetto.com

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)	Name matches loan exactly.
C	Utility Bill --or-- Utility API Connection	Upload	N/A	- All pages required. Recent copy (within 2 months) required. - Utility API connection acceptable, if available for the utility
D	Interconnection	E-Signature	Utility Bill Holder	Must be signed by person on UB
E	SREC Form	E-Signature	System Owner	Customer must check the first box on the Schedule A Form. In order to register them with SRECTrade.
F	HOA Questionnaire	E-Signature	System Owner	Palmetto not responsible for HOA recourse against client, if they answer "no HOA" on this form
G	Third Party Cancelation (If Applicable)	Upload	System Owner	-- Required for clients with a third party energy supplier (visible on UB). --Typically a brief call with the supplier to cancel, with homeowner on line. Most will provide cancellation number on the spot. -- Upload proof of breakage into Alchemy. Simple photo of the cancellation number, or other confirmation of cancellation.
H	Skyview Document	E-Signature	System Owner
I	Virtual Site Survey (VSS) Submitted			- Can be completed by rep or homeowner via plm.to/VSS - Click here for a full sales rep 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. Recent copy (within 3 months) required. - Utility API connection acceptable, if available for the utility
C	Interconnection	E-Signature	Utility Bill Holder	Must be signed by person on UB. Utility ACE does not have a point of sale interconnection signature.
D	Authorization Form	E-Signature	System Owner	Once signed by client, doc may remain in SENT status until signed by Palmetto closer to installation.
E	SREC Forms	E-Signature	System Owner	Customer must check the first box on the Schedule A Form. In order to register them with SRECTrade.
F	HOA Questionnaire	E-Signature	System Owner	Palmetto not responsible for HOA recourse against client, if they answer "no HOA" on this form
G	Third Party Cancelation (If Applicable)	Upload	N/A	-- Required for clients with a third party energy supplier (visible on UB). --Typically a brief call with the supplier to cancel, with homeowner on line. Most will provide cancellation number on the spot. -- Upload proof of breakage into Alchemy. Simple photo of the cancellation number, or other confirmation of cancellation.
H	Skyview Document	E-Signature
I	Virtual Site Survey (VSS) Submitted			- Can be completed by rep or homeowner via plm.to/VSS - Click here for a full sales rep VSS guide.

Doc.	Document Name	Doc. Type	Who Signs?	Notes
A	Contract Signatures	E-signature	System Owner(s)	Follow financier guidelines (client on title, legal name used, etc)
B	Utility Bill --or-- Utility API Connection	Upload	N/A	- All pages required. Recent copy (within 3 months) required. - Utility API connection acceptable, if available for the utility
C	Interconnection	E-Signature	Utility Bill Holder	Must be signed by person on UB. Utility ACE does not have a point of sale interconnection signature.
D	HOA Questionnaire	E-Signature	System Owner	Palmetto not responsible for HOA recourse against client, if they answer "no HOA" on this form
E	ROA Form	E-Signature	System Owner
F	Third Party Cancelation (If Applicable)	Upload	N/A	-- Required for clients with a third party energy supplier (visible on UB). --Typically a brief call with the supplier to cancel, with homeowner on line. Most will provide cancellation number on the spot. -- Upload proof of breakage into Alchemy. Simple photo of the cancellation number, or other confirmation of cancellation.
G	Financier Validation Call	Validation Call	System Owner	Required at point of sale for all TPO providers.
H	Virtual Site Survey (VSS) Submitted			- Can be completed by rep or homeowner via plm.to/VSS - Click here for a full sales rep VSS guide.

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