Illinois - ComEd 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

All Illinois ownership deals must first have the customer complete the disclosure form. Users will see this prompt after completing a credit check and proceeding to the document center.

Open up the customer's email to view the disclosure form prompt. Click to view.
Scroll through the disclosure and e-sign when ready. The name must match solar contracts.
Proceed back to Alchemy and refresh. You can now send/upload the remaining CRC documents.

Doc.	Document Name	Doc. Type	Who Signs?	Notes
A	Illinois Disclosure Form	E-signature	System Owner	See process above
B	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
C	HIC (Installation Agreement)	E-signature	System Owner(s)	-Name matches loan exactly.
D	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
E	HOA Questionnaire	E-Signature	System Owner(s)	-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
G	3rd Party Breakage (If applicable)	Upload	N/A	-Customer must break their 3rd party supplier contract. Click Here for Process Guide
H	SREC Forms	E-Signature	System Owner	-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.
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	Illinois Disclosure Form	E-signature	System Owner	See process above
B	Contract Signatures	E-signature	System Owner(s)	Follow financier guidelines (client on title, legal name used, etc)
C	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	HOA Questionnaire	E-Signature	System Owner	Palmetto not responsible for HOA recourse against client, if they answer "no" on this form.
E	Interconnection	E-Signature	Utility Bill Holder	Must be signed by person on UB
F	3rd Party Breakage (If applicable)	Upload	N/A	Customer must break their 3rd party supplier contract. Click Here for Process Guide
G	Financier Validation Call	Validation Call	System Owner	Required at point of sale by all TPO (lease/PPA) 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.

Doc.	Document Name	Doc. Type	Who Signs?	Notes
A	Illinois Disclosure Form	E-signature	System Owner	See process above
B	HIC (Installation Agreement)	E-signature	System Owner(s)
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	HOA Questionnaire	E-Signature	System Owner(s)	Palmetto not responsible for HOA recourse against client, if they answer "no" on this form.
E	Interconnection	E-Signature	Utility Bill Holder	Must be signed by person on UB
F	3rd Party Breakage (If applicable)	Upload	N/A	Customer must break their 3rd party supplier contractract. Click Here for Process Guide
G	SREC Forms	E-Signature	System Owner	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.
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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