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 Acknowledgement (Optional) |
Upload | System Owner |
-- Third party supplier contract breakage is strongly encouraged for the homeowner to maximize savings but is not a requirement for CRC. Clients are required to sign the acknowledgement to confirm receipt of this recommendation. |
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 (Optional) | Upload | N/A |
-- Third party supplier contract breakage is strongly encouraged for the homeowner to maximize savings but is not a requirement for CRC. Clients are required to sign the acknowledgement to confirm receipt of this recommendation. |
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 (Optional) | Upload | N/A |
-- Third party supplier contract breakage is strongly encouraged for the homeowner to maximize savings but is not a requirement for CRC. Clients are required to sign the acknowledgement to confirm receipt of this recommendation. |
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. |
Comments
0 comments
Please sign in to leave a comment.