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 |
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.
|
E |
HOA Questionnaire |
E-Signature |
System Owner |
Palmetto not responsible for HOA recourse against client, 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 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 2 months) 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.
|
D |
HOA Questionnaire |
E-Signature |
System Owner |
Palmetto not responsible for HOA recourse against client, 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 via plm.to/VSS - Click here for a full sales rep VSS guide |
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