New Jersey 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 Utility ACE does not have a point of sale interconnection signature.
E	Authorization Form	E-Signature	System Owner	Once signed by client, doc may remain in SENT status until signed by Palmetto closer to installation.
F	SREC Forms	E-Signature	System Owner	Once signed by client, doc may remain in SENT status until signed by Palmetto closer to installation. The customer needs to check the first box on the Schedule A Form. If they check the second box, we cannot register them with SRECTrade.
G	Clean Energy ADI- As built	E-Signature	System Owner	There are multiple variations of this form, depending on the finance type. Send the form appropriate for the customer financing type. - Standard Loan/Cash
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.

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	Once signed by client, doc may remain in SENT status until signed by Palmetto closer to installation. The customer needs to check the first box on the Schedule A Form. If they check the second box, we cannot register them with SRECTrade.
F	Clean Energy ADI- As built	E-Signature	System Owner	There are multiple variations of this form, depending on the finance type. Send the form appropriate for the customer financing type. - Standard Loan/Cash
G	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	Lease/PPA 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
D	Interconnection	E-Signature	Utility Bill Holder	Must be signed by person on UB Utility ACE does not have a point of sale interconnection signature.
E	Authorization Form	E-Signature	System Owner	Once signed by client, doc may remain in SENT status until signed by Palmetto closer to installation.
F	Financier Validation Call	Validation Call	System Owner	Required at point of sale for all TPO providers.
G	Clean Energy ADI- As built	E-Signature	System Owner	There are multiple variations of this form, depending on the finance type. Send the form appropriate for the customer financing type. - Standard Loan/Cash
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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