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Texas- SAN ANTONIO Contract Received Confirmed (CRC) checklist

Laura Yampara
  • Updated

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

 

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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.

  • call service at 210-353-2222
  • option 3 for residential
  • “representative” to speak to support
  • Add System owner name as authorized user on the account

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

 

mceclip1.png

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.

  • call service at 210-353-2222
  • option 3 for residential
  • “representative” to speak to support
  • Add System owner name as authorized user on the account

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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