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 - EE Report will be required if there are less than 3 months of usage |
|
D |
Third-Party Power Supplier Termination - Only applicable when there's a third-party power supplier |
Upload |
Utility Bill Holder |
- Customers must sign the disclosure form & Reps can upload proof of breakage into Alchemy. A simple screenshot of the confirmation number, or an image otherwise indicating a third-party supplier has been confirmed canceled, will suffice. |
|
E |
HOA Questionnaire |
E-Signature |
System Owner |
Palmetto not responsible for HOA recourse against client, if they answer "no" on this form. |
|
F |
Interconnection |
E-Signature |
Utility Bill Holder |
- Must be signed by person on UB. - Once signed by client, doc may remain in SENT status until signed by Palmetto closer to installation. |
|
G |
Net Metering Application - Level 1 |
E-Signature |
Utility Bill Holder |
|
| 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. |
Customers will be invoiced electronically. Full cash process here.
|
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 - EE Report will be required if there are less than 3 months of usage |
|
C |
HOA Questionnaire |
E-Signature |
System Owner |
Palmetto not responsible for HOA recourse against client, if they answer "no" on this form. |
| D |
Third-Party Power Supplier Termination - Only applicable when there's a third-party power supplier |
Upload | Utility Bill Holder |
- Customers must sign the disclosure form & Reps can upload proof of breakage into Alchemy. A simple screenshot of the confirmation number, or an image otherwise indicating a third-party supplier has been confirmed canceled, will suffice. |
|
E |
Interconnection |
E-Signature |
Utility Bill Holder |
-Must be signed by a person on UB. -Once signed by client, doc may remain in SENT status until signed by Palmetto closer to installation. |
|
F |
Net Metering Application - Level 1 |
E-Signature |
Utility Bill Holder |
|
| 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. |
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